Craig Dykstra is a financial advisor at Edward Jones in Leesburg, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 22 years with Edward Jones. Outside of his advisory role, he serves as treasurer for the South Lake Republican Club, providing financial status reports without handling funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and offices.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.

Nicole Wortsman is a financial advisor with Edward Jones in Mount Dora, FL, holding the CFP® designation and Series 63 license, and has 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages a commercial rental building and a shed sales business in Tavares, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Jarrod Council is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force for 22 years, as well as roles at Prudential Insurance Company of America and First Command Financial. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Parker Brown is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Brown Auto Sales. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Christopher Hudgens is a financial advisor with LPL Financial, holding a Series 63 license and 28 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Independent Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and various portfolio strategies.

David Dagostino is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as Chairman of the Tavares Chamber of Commerce and acts as a polling place deputy for the Lake County Supervisor of Elections. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Stephen Ryan is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging multiple portfolio management styles and affiliated research resources.

Luke Emerson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his financial career, he served 20 years in the United States Army. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Tracy Belton is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and over 40 years of industry experience. She has been with Raymond James since 2010 and has served on the board of the Lake County Museum of Art since 2018. Raymond James & Associates is a national broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with access to multiple portfolio management styles and research resources.

Donald Oblazney Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at Adtalem Global Education for 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Edick Lucas is a CFP® and ChFC® with 37 years of experience in financial services. He is currently with Cetera and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. He also operates Concierge Financial Planning Group, providing financial planning and insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including access to third-party money managers and multiple program structures.

Deanna Price is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she spent eight years with Florida Divorce Consultants. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

John Romano is a CFP® professional affiliated with OSAIC, with 44 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for 26 years and has been involved with Senior Capital Services for over 30 years. Romano is the author of the book *Distribution Strategies for Retirement*. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various investment types.

Sarah Payne is a financial advisor with Ameriprise in Tavares, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Secretary for New Vision for Independence, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at NBC Securities, Inc. Gant has additional involvement with CenterState Bank, N.A. / South State Bank, where he has been engaged since 2008 in investment-related financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management backed by research, model portfolios, and various technologies.

Stephany Slysofski is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to her financial career, she was involved with Trick Shots Inc. for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Michelle Conlon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has been with various J.P. Morgan entities since 2016, currently based in Altamonte Springs, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dalton Garrison is a financial advisor at Cetera with eight years of industry experience. He also operates Garrison Wealth Management, P.A., a registered investment advisory business. His prior work includes roles at Summit Financial Group, LPL Financial, and Lake County Public Schools, as well as service on the City of DeBary Historical Preservation Advisory Board. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.