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Michael M

CFA®, Series 63, Series 65

Saint Petersburg, FL

MAC Investment Management

Michael Mckee is a CFA® charterholder with 27 years of industry experience. He is the sole advisor at MAC Investment Management, an independent firm based in Saint Petersburg, FL. His work history includes roles at MAC Investment Management since 2009 and MAC Energy Investments since 2011. MAC Investment Management serves clients through personalized investment strategies tailored to individual needs.

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Dan E

Series 63, Series 65

St. Petersburg, FL

Prism Fund Solutions, Inc.

Dan Edwards is a financial advisor at Prism Fund Solutions, Inc. in St. Petersburg, FL, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prism Fund Solutions since 2002. Prism Fund Solutions is an independent firm.

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Maria E

CFP®

Saint Petersburg, FL

Freedom Financial & Business Planning, LLC

Maria Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with Freedom Financial & Business Planning, LLC since 2009. Freedom Financial & Business Planning, LLC is an independent firm focused on providing personalized financial and business planning services.

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Belinda S

Series 63

St. Petersburg, FL

Asset Advisory Group, Inc.

Belinda Sheffield is a financial advisor at Asset Advisory Group, Inc. in St. Petersburg, FL, with 28 years of industry experience. She holds the Series 63 designation and has been with Asset Advisory Group since 1990. Asset Advisory Group, Inc. is an independent firm serving clients with personalized financial advisory services.

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