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.

Don Hartshorne II is a CFP® professional with 19 years of experience at Edward Jones, where he has worked since 2006. Based in Tallahassee, FL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he creates content focused on outdoor activities such as camping, fishing, hiking, and travel through a YouTube channel and a dedicated website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Mark Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a financial advisor in 1998 after earning bachelor's degrees in Finance and Marketing from Florida State University. Mark holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He is registered with FINRA under Series 7 and Series 66 and holds life, health, variable annuity, and long-term care licenses. Mark provides personalized financial advice by developing custom investment strategies and managing portfolios, including discretionary management through the firm’s Investment Advisory Program. His client focus areas include family wealth management strategies, endowments and foundations services, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes balancing investment costs, performance, volatility, and tax impacts to tailor solutions suited to each client's unique situation. Outside of his professional work, Mark and his wife, Marie, have three daughters and enjoy outdoor activities such as hiking and camping. The couple is actively involved as members and volunteers in several local charities and organizations. Mark's personal interests include fishing, golfing, and spending time with his family.

Dennis Deckerhoff is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding the Series 66 designation and offering 25 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Timothy Dean is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Nicholas Brinson, Gary Parsons, and Waddell & Reed Inc. He has also been involved with community organizations such as the Animal Shelter Foundation and the Rotary Club of Tallahassee. 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, third‑party asset management, and institutional platforms.

Trevor Swanson is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera Wealth Services, Commonwealth Financial Network, and Ameriprise. Outside of advising, he spends a small portion of his time on fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various program structures and third-party managers.

Paula Funderburke is a financial advisor with Ameriprise in Tallahassee, FL, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns Gerverta, LLC, which involves inventions and product distribution, and consults on branding, events, entertainment, and marketing through her own consulting firm. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brooke Harman is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed and Redeye Coffee. Brooke is based in Tallahassee, FL. 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, and institutions.

David Grulich is a financial advisor with MassMutual Investors Services in Tallahassee, FL, holding Series 63 and Series 65 credentials and has 17 years of industry experience. He previously worked with Park Avenue Securities and Guardian Life Insurance Company of America from 2008 to 2020. Outside of his advisory role, he is involved as an agent in life and health insurance and is a member of an LLC responsible for office building maintenance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning and a range of investment programs.

Jordan Wright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and based in Tallahassee, FL. He has been with Cambridge since 2026 and has prior experience spanning nearly two decades with a business called Copyright Copies. In addition to his advisory role, Wright is involved with Incarnation Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various financial planning and investment management services through independent Financial Professionals, utilizing multiple investment platforms and a combination of proprietary models and third-party strategies.

Clinton Alexander is the Resident Director with Merrill and a member of the DWFDA Team based in Tallahassee, Florida. He joined Merrill after a 21-year career in the United States Army. Clinton works with a team of seasoned financial advisors, focusing on helping clients plan and develop their financial goals. His client focus areas include education planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. Clinton holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, as well as Master's Degrees from Webster University and the United States Marine Corps University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Plan Fiduciary Advisor (CPFA) designation. Additionally, he is registered with FINRA holding Series 7, 66, 9, 10, and 31 licenses, and holds the designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He is involved in several professional organizations such as Choose Tallahassee, The American Legion, The Citadel Alumni Association, The Military Officer's Association of America, The Tallahassee Northside Rotary Club, and The Veterans of Foreign Wars. Clinton's community involvement includes AWANA, FSU Student Veterans, Ronald McDonald House, and United Way of the Big Bend. Outside of his professional and community work, he enjoys fishing, football, music, traveling, and spending time with his family including his wife Tori and their two daughters.

James Wright III is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. Its investment approach includes multiple program strategies and tax-efficient capabilities, supported by integration with Bank of America affiliates.

Tyler Huston is a CFP® and ChFC® professional with 18 years of experience, currently affiliated with Mass Mutual Investors Services in Tallahassee, FL. He has been with Mass Mutual Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in a collaborative law business and owns an LLC related to structured settlements. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers a range of specialized planning programs including divorce and estate settlement services.