Marc Stalvey is a CFP® and Series 66-designated financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Stalvey serves as an alumni board member for Central Florida Community College in Ocala, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Janine Klein is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Based in Delray Beach, FL, she provides advisory services as part of a large institutional firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jena Sullivan is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2019 and previously was with LPL Financial and SII Investments. Outside her advisory role, she co-hosts a women's podcast and co-founded a networking group focused on personal and professional growth for women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm is notable for its large nationwide advisor network and affiliated financial services.

Kim Pruitt is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. She has been with LPL Financial since 2022 and has also worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

James Park is a financial advisor with Edward Jones in Lecanto, FL. He holds the Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked in various roles including at the Diocese of St. Petersburg, Citrus County School District, and the Kentucky Department of Corrections. 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 services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Guenther engages in the sale of property and casualty insurance products as an additional business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

William Blankenship II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial. 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 advisers. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Timothy De Bruyn is a financial advisor with Edward Jones in Inverness, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he operated DeBruyn Family Chiropractic, Inc. from 2017 to 2019 and worked at Physicians Group LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Marc Hallick is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns Orange and Blue Aviation, which leases a Cirrus SR22 aircraft to a flight school for charters and rentals. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional solutions, with a broad range of portfolio management styles and affiliated research.

Lisa Esteves Dixon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. She is based in Inverness, FL, and holds a Series 63 license. Outside of her advisory work, she is the owner of Intercept, Close Quarter Combat Inc., a tactical training company connected to law enforcement and security education. 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, institutions, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Steven Van Voorhees Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. In addition to his advisory work, he is commissioned as a notary in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and technology-driven strategies.

Scott Lee is a CFP® with 27 years of industry experience and has been with Edward Jones since 1998. He serves as a board member and on the finance committee for OCI, Inc., a nonprofit organization based in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Kayla Davis is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2015. She has nine years of industry experience and is based in The Villages, Florida. Raymond James & Associates 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, institutional clients, and municipalities, offering tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.

Andrea Patrick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she raises beef cattle through her sole proprietorship and assists with secretarial duties for a family cabinet installation business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Michael Ary is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Mc Connaughey is a financial advisor at Edward Jones in Lecanto, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Pavion for four years and has experience in web development and small business ownership, including operating an Etsy shop and a party services company. He occasionally undertakes freelance web development projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

David Burzotta is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at 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 investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.