Richard Bergstrom is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior roles include a 20-year tenure at Ameriprise Financial Services, LLC, along with experience at Commonwealth Financial Network and multiple investment-related entities he co-owns in Tallahassee, FL. He is involved in software leasing through Ice Berk Investments LLC, an outside business activity unrelated to his advisory duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, 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 with a multi-manager platform that includes affiliated and third-party managers, serving more than 10,000 advisors and approximately 800,000 clients.

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.

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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 at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1990 and Bank of America since 2011. Outside of his advisory role, Wright serves as an official at several track and field competitions. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Michael Bell is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he worked for NEXT Financial Group for 21 years and Sentra Securities Corporation for six years. He is also involved in a non-variable insurance agency business in Tallahassee, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Morgan Laffitte is a financial advisor with LPL Enterprise in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. He serves as a non-profit board member of the Pinewood Professional Office Condo Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, and includes services in insurance, trust custody, and collateralized lending.

Robert Davison is a financial advisor with Edward Jones in Monticello, FL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he serves as president of the Monticello/Jefferson County Chamber of Commerce and holds positions with the Republican Party of Jefferson County and the Kiwanis Club of Monticello. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Charlotte Wilson is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent two years at United Way of the Big Bend. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Michael Davino is a CFP® professional with 16 years of industry experience. He is currently an advisor with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was involved with U-Vest Holdings, LLC and managed his own business entities including The Davino Agency Inc. Outside of his advisory work, Davino has been active in a family business, Just Fruits & Exotics, and has participated as a daily fantasy sports professional. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by research and technology tools.

Mary Fisher is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Her prior experience includes positions at Morgan Stanley, Accolade Asset/Liability Advisory Services, and Truist Investment Services. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Ward is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company for over ten years. He also serves as the chief financial officer of First Call Truck Parts, a truck parts distribution and sales business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Nicholas Pellito is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was involved with the Florida Democratic Party for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors across the United States.