Eric Blamick is a financial advisor at Edward Jones in Eustis, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a part owner of a mini warehouse business in Eustis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Julian Cook is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Brinker International for ten years. He holds a Series 66 designation. 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 affiliated mutual funds, operating under a fiduciary standard.

Deborah Turner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cetera and its affiliate Cetera Financial Specialists LLC since 1999. Outside of her advisory role, she owns an accounting and consulting firm, Datch Corporation DBA Alternative Small Business Solutions, and serves on several community boards including The Baytree Center Association and Orlando Sunshine Condominium Association. Cetera Investment Advisers LLC is a multi-manager platform offering portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, and institutional accounts. The firm supports advisors with access to affiliated and third-party investment managers and manages over $256 billion in assets across more than 10,000 advisors.

Stephanie Carter is a financial advisor with Merrill in Lake Mary, Florida, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and with Bank of America, N.A. since 2013. 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 range of individual and institutional investors. The firm supports trading, account administration, and custody while employing strategic and tactical asset allocation, including tax-aware strategies for investors with higher tax sensitivity.

Clint Shea is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Outside of his advisory role, he serves as a trustee of a trust for his parents. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

John Stewart IV is a ChFC® and Series 66 designated financial advisor with 27 years of industry experience, currently with Edward Jones since 2012. He serves on the boards of the Lake County Sheriffs Charities Organization and the Mount Dora Kiwanis Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Chadesh Persaud is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes nearly a decade at Charles Schwab & Co., Inc., as well as roles at Fidelity and Orlando Magic. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by centralized due diligence and integrates ESG considerations within a non-discretionary advisory framework.

Sarah Perry is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. 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.

Richard Levand is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at United Southern Bank and Blackwater Inn / Williams Landing. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Natasha Bohn is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, she held positions at Whole Foods Market, Barre3, and Florida Food Products, among others. She has also been involved in education, working at the University of Central Florida and local schools. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to various platforms, third-party advisers, and proprietary model strategies.

Lemar Williams is a financial advisor with LPL Financial in Lake Mary, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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, including financial planning, model portfolio programs, and institutional platforms, with a focus on leveraging both proprietary research and third-party strategies.

George Thiergartner is a financial advisor at Stifel with 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Moors & Cabot. He holds Series 63 and Series 66 licenses. Stifel serves a broad spectrum of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with multiple firms including PFS Investments Inc. and Wiley Education Services, and owns Lucky Buick Projects, a woodworking business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by custodial services through Pershing.

Joseph Judge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education with roles at several schools. He volunteers as a parent instructor at Montessori at Roseborough in Mount Dora, teaching financial literacy to adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes a decade at Truist Advisory Services and roles at the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Robert Taylor is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior positions include roles at Morgan Stanley Smith Barney LLC and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

James Boyd is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Gunby V is a financial advisor with Raymond James Financial in Deland, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Deloitte for two years and has experience in both academic and local education settings. Outside of advising, he serves as an independent contractor for Gunby & Company and is the CEO and managing member of Gunby Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.