Brett Thompson is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been affiliated with Raymond James & Associates and Cureton Thompson LLC since 2006. Outside of his advisory role, he is a passive investor in Meridian Oil and Gas. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lester Hamrick is a financial advisor with Mass Mutual Investors Services in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2020 and previously worked at Securities America Advisors, Inc. and Securities America Inc. Outside of his advisory role, Hamrick is involved in insurance sales through several entities, including The Hamrick Group, LLC, and Atlas Atlantic Assurance Agency, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as ongoing, collaborative relationships based on detailed client information and firm-approved analytic tools.

Bruce Roberson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009. Roberson has ownership interests in two investment-related businesses based in Tallahassee, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, offering tailored recommendations through its research and planning tools.

Michael Grant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides a variety of investment services including wealth management strategies, investment manager selection, and portfolio performance tracking and guidance. He focuses on family wealth management strategies, liquidity management, personal retirement planning, and retirement income. With over 20 years of experience as a financial advisor, Michael works to address the financial affairs of families in his area, helping clients with estate planning issues and collaborating with their advisers to develop estate plans. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Florida State University and resides in Tallahassee. In his personal time, he enjoys golfing, spending time with his family, and traveling.

Donna Rudd is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior work includes roles at Lincoln Investment Planning, Service Corporation International, Bank of America, and Merrill. She serves on the board of the North Florida Fair Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 options supported by both proprietary and third-party resources.

Charles Robinton III is a financial advisor with Raymond James & Associates based in Tallahassee, FL. He holds a Series 63 designation and has 36 years of industry experience, including 20 years with Raymond James & Associates. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.

Lara Finebloom is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, where she is a valued member of the DWFDA Wealth Management Group. She specializes in working with high-net-worth individuals and families, creating tailored strategies and providing access to banking solutions from Bank of America. Lara offers thoughtful guidance on financial challenges and opportunities, drawing on the support of a successful and experienced team. She focuses on client relationships and measures her success by clients reaching their financial goals and their satisfaction with personalized service. With twenty-nine years of experience, Lara holds Series 7, Series 63, and Series 66 FINRA registrations and is a Chartered Retirement Planning Counselor™ designee. Throughout her nearly three-decade career at Bank of America and Merrill, she has gained expertise in lending, banking, management, operations, and investments, providing clients unique insights into various aspects of wealth management planning. Lara was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. She earned a Bachelor's Degree from Florida State University and moved to Tallahassee in 1993, where she has made her home. Lara and her husband, Elliott Finebloom, whom she married in 2015, both hold degrees from Florida State University. They enjoy spending time with family, gourmet cooking, entertaining, and traveling.

Mark Null is a financial advisor with LPL Financial based in Tallahassee, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Waddell & Reed, Inc and the Leads Group, as well as service in the United States Marine Corps. He also has an affiliation with Rally Point Financial Group, a DBA related to his LPL business. 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 offers a range of advisory and brokerage services and combines scale in non-advisory financial activities with a large network of advisors and significant oversight of client assets.

Richard Williamson is a financial advisor with Wells Fargo Clearing in Tallahassee, FL, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he is involved in residential property renovation and flipping through partnerships in Tallahassee. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Stephen Huggins is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Randall Rust is a financial advisor with LPL Enterprise in Tallahassee, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Prudential Insurance Company of America since 2007 and previously was associated with Pruco Securities, LLC. Outside of finance, Rust has been involved with Pro Dj's since 1990. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Austin Mall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. Before joining LPL Financial in 2026, he worked for six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Mall is a life coach and motivational speaker based in Tallahassee, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, third-party asset management, and institutional platforms, leveraging advanced tools to assist its network of over 22,800 advisors.

Alan Null is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. His prior roles include extensive work with Waddell & Reed, Inc., various insurance carriers, and operating his own financial and divorce financial analysis practices. He has also been involved with the Tallahassee Chamber of Commerce and small business activities outside of investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and advisor-facing technology tools.

Gregory Wirthmann is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked for nine years at First Empire Securities, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides fee-based financial planning and maintains a diverse service platform that includes private funds, municipal-market activities, and affiliated trust companies and banks.

Scott Hilton is a CFP® with 32 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Shiver is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Her work history includes roles at MassMutual Insurance Company, MML Investors Services LLC, LPL Financial, and MSI Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars tailored to client goals.

Michael Jordan is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked across several Wells Fargo entities since 2009, with prior experience at A. G. Edwards & Sons, Inc. from 1994 to 2008. He holds a Series 63 designation and is based in Tallahassee, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Kelly Kitchens is a financial advisor with Edward Jones in Tallahassee, Florida, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Amy Perrin is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds Series 63 and Series 66 registrations. Perrin has worked within various Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation.

James Gillard III is a financial advisor at Edward Jones in Tallahassee, FL, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked seven years at Hurricane Grill and Wings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large national network of financial advisors and branch offices.