Donna Bowler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2017. Prior to that, she was with Snowden Capital Advisors LLC and Snowden Account Services, Inc. from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and tools to develop tailored recommendations and provides various planning options, including niche services such as business-owner transition and special-needs planning.

Alexander Thomas IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Ameriprise, Ameriprise Financial Services Inc, and FSC Securities Corporation. Outside of his advisory work, he has been involved with Brand It America for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Merrick is a financial advisor with Edward Jones in The Villages, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Darcie Caspersen is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corp and several other firms. Caspersen also provides management consulting services to small business owners, focusing on financial analysis and strategic planning independent of her investment advisory activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset-allocation tools and third-party platforms.

Nicholas Govola is a CFP® professional affiliated with LPL Financial, with five years of industry experience. He has previously worked at Citizens First Bank and Infinex Investments, Inc., and is currently associated with Seacoast Bank under the LPL Financial umbrella. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party research, and various management strategies.

Todd Dorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1986, initially with AG Edwards in Terre Haute, Indiana, where he started his career as a financial advisor. In October 1999, Todd helped open the Merrill office in Terre Haute and has served as a financial advisor there since. He has also held the position of Resident Director of the office for ten years. Todd's expertise encompasses cash flow strategies and customized wealth management solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He graduated from Southport High School in 1981 and attended Indiana State University from 1981 to 1985, where he earned a bachelor's degree in Business Management. During his time at Indiana State University, Todd played varsity tennis for four years. After college, he worked as a tennis teaching professional in Columbus, Indiana before starting his financial advisory career. Todd holds the Personal Investment Advisor (PIA) designation and remains involved in his community as the Assistant Varsity Tennis Coach at Terre Haute South High School. He resides in Terre Haute with his wife, Patty, and they have five daughters and one son.

Dustin Shaw is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He began his career as a Financial Advisor at Raymond James & Associates from 2006 to 2008, followed by a role as Financial Advisor at Merrill Lynch from 2008 to 2010. In his professional practice, Dustin focuses on guiding clients through their financial decisions by understanding their personal and business stories and goals. He emphasizes honesty, experience, and communication as foundational elements in building client relationships and works alongside clients to achieve their definition of financial success. Outside of his professional responsibilities, Dustin enjoys boating, camping, golf, hiking, outdoor adventures, and traveling.

Kenneth Dyer is a financial advisor with LPL Financial in The Villages, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial and Seacoast Bank in 2026, he worked at Infinex Investments, Inc. and Citizens First Bank for 19 years. Outside of his advisory work, he is a business owner of The Finishing Touch Home Decor, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and diverse investment strategies.

Robert Mclaughlin is a financial advisor with Osaic, holding a Series 66 designation and 24 years of industry experience. He previously worked at FSC Securities Corporation for 18 years before joining Osaic in 2023. Outside of his advisory role, he manages a sole proprietorship providing management consulting services to small business owners focused on financial analysis and corporate strategy. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

George Mathis is a financial advisor with Raymond James & Associates, holding the Series 63 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, Mathis serves as CEO of Bikes for Tikes Ocala, a nonprofit organization that collects bicycles and donations for families in need and community outreach programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Eric McSwain is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads branch operations and supports associates and clients in pursuing their overall goals. Before becoming Vice President, Eric held several leadership roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Active Trader Service Team Leader from 2019 to 2022, and PAS Team Leader from 2012 to 2019. His experience reflects a progression through various leadership positions within the organization. Eric emphasizes instilling confidence and compassion in people to enable associates and clients to pursue their objectives.

Gregory Sullivan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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, including discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute.

Kimberly Westerfield is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at various Schwab entities since 2004, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid model combining non-discretionary advice with access to discretionary separately managed accounts and uses a multi-asset, model portfolio investment approach.

Tyler Jackson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Gerald Long is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 35 years of industry experience. He has been with LPL Financial since 2010 and has also worked at RiverSource since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Jeffrey Graunke is a financial advisor with LPL Financial in Lady Lake, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including five years at National Planning Corporation before joining LPL Financial in 2017. He is also the managing member of Graunke & Hentz Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research from various sources.

J Heaton is a ChFC® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Muck Me Farm, LLC, where he raises livestock for show and sale. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Joe Marone is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he collaborates with clients to develop and maintain financial plans aimed at achieving their retirement objectives. His approach emphasizes teamwork and focuses on aligning investment strategies with clients' lifestyles throughout their retirement years. Joe's professional experience spans several roles in the financial services industry. Prior to his current position, he served as Vice President of the Private Client Group at Fisher Investments from 2018 to 2020. He also held the positions of Branch Manager and Investment Consultant at TD Ameritrade between 2014 and 2018, and from 2008 to 2014, respectively. Early in his career, he worked as an Associate Financial Consultant at Laidlaw & Company, UK Ltd. from 2005 to 2008. He holds a California Insurance License. No additional information about his education or personal interests has been provided.

Beatriz Dyer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. She previously worked at T. Rowe Price and spent nine years in retirement before returning to the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of model portfolios and AI-driven methodologies.

Erik Barnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.