Kerrie Best is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has also operated a self-employed advisory practice since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Prescott is a CFP® professional with 18 years of experience in financial advising. He is currently with OSAIC and has held prior roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Axa Advisors, LLC. Prescott serves on the boards of several nonprofit organizations, including the Fellowship of Christian Athletes and the Hernando County Education Foundation, and he is the founder and CEO of Rescott Financial LLC, where he oversees business development and portfolio construction. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options, utilizing firm-provided tools and third-party platforms to support portfolio management.

Conrad Bailey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for over two decades before joining Cetera in 2024. Outside of advisory work, he is involved in several non-investment businesses, including mortgage loan origination and health insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures and custodial relationships.

David Ghingher is a financial advisor with Ameriprise in Brooksville, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club of Brooksville and is Immediate Past President of its Charitable Trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Weston Jr. is the Resident Director and Wealth Management Advisor at Merrill Lynch. He has been part of Merrill Lynch Wealth Management since 2005 and has been working in the financial services industry since 1997. Joseph holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, a credential awarded by the Certified Financial Planning Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree from the University of Tampa. Joseph provides services including defined benefit plan management, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment financial services, tax minimization, and retirement income strategies. He works with families, business owners, and medical professionals to develop financial plans and strategies aimed at achieving their financial goals. Outside of his professional role, Joseph enjoys adventure sports, boating, golfing, ice hockey, reading, running, traveling, and spending time with his family.

Ryan Thomas is a financial advisor at Fidelity Investments with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Wells Fargo and has experience in education and the food service industry, including running a small restaurant business. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary research and algorithmic methods.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.