David Kirk is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and PRUCO Securities, LLC. He also maintains an active real estate sales license and acts as a referring associate for real estate transactions. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed investment strategies.

Jason Saginario is a CFP® professional with 27 years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at Truist Advisory Services and Charles Schwab. Outside of his advisory role, he serves as secretary of the Tallahassee Regional Estate Planning Council, is a board member of Elder Care Services of the Big Bend, and teaches as an adjunct professor at Florida State University, focusing on estate planning and government systems. Mariner Wealth Advisors serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides comprehensive tax, accounting, and family office services alongside traditional portfolio management.

James Balarezo is a Series 66-licensed financial advisor with LPL Financial, based in Tallahassee, FL. He has been with LPL Financial since 2022 and previously worked for BecJam Ventures for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Denis Nash Jr. is a financial advisor with Ameriprise in Tallahassee, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Beau Combs is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and previously held roles at NYLIFE Securities and New York Life Insurance Co. Outside of finance, he has experience in the food service industry, including positions with Zoes Kitchen and Professional Sports Catering. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steve Halsell is a financial advisor with LPL Enterprise in Tallahassee, FL, holding the Series 66 designation and 21 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley DW Inc. He is also a business owner of Halsell Laffitte LLC. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

Nicholas Brinson is a financial advisor with LPL Financial in Tallahassee, FL, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., The Davino Agency Inc., and U-Vest Holdings LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Matthew Harper is a financial advisor at Edward Jones with 2 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, he was associated with Capital City Bank, LPL Financial LLC, and J.W. Cole Advisors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Logan Hamrick is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as earlier positions outside finance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements utilizing firm-approved analytical tools and various specialized planning programs.

Richard Bergstrom is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 20 years before joining Cetera and related entities in 2025 and 2026. Outside of his advisory role, he is involved in several private investment-related ventures, including serving as co-owner of Ice Berk Investments, LLC and Jackson Bluff Ventures, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party model portfolios and customized strategies.

Robin Vernon is a CFP® with 23 years of industry experience, currently serving at MassMutual Investors Services. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. He is a board member of the United Way of the Big Bend and participates in the HCES Development Committee, supporting nonprofit and educational fundraising efforts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative financial planning relationships using firm-approved analytical tools.

James Garcia is a CFP®-designated financial advisor with Edward Jones in Tallahassee, FL, bringing 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Susan Kerr is a financial advisor with LPL Financial based in Tallahassee, FL. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Ameriprise, Wells Fargo Clearing, Mass Mutual Investors Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various model portfolios and third-party asset managers.

Jeremy Huggins is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Morgan Stanley and Morgan Stanley Private Bank. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marshall Wright is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1990 and Bank of America, N.A. since 2011. Outside of his advisory work, he officiates at track and field competitions for the University of the South. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Barrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates, Inc. since 2008. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifford Chaplin is a financial advisor at OSAIC with a Series 66 designation and several years of industry experience. He has worked at multiple firms, including State Securities Corp and Connexion Point. Chaplin is based in Tallahassee, FL. OSAIC serves a diverse client base, ranging from individual investors to corporations and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party money managers and wrap programs.

Jennifer Rupert is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2009. She is based in Tallahassee, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Blake Wiswell is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Wiswell Financial and has held various roles including at the University of Florida and seafood businesses. He is involved with Wiswell Financial Services, LLC, where he works as a registered representative and advisor and manages social media content related to securities. OSAIC serves a diverse client base including individual and institutional investors, offering integrated advisory and brokerage services through a large network of affiliated financial advisors and multiple platforms. The firm provides a range of investment solutions, utilizing asset-allocation tools, risk assessment questionnaires, and access to third-party managers and wrap programs.

Catherine Hopkins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Keegan & Company and Credit Suisse Securities. Hopkins has been with Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a variety of individual and institutional clients.