Michael Hagood is a financial advisor with Edward Jones in The Villages, FL. He holds the Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he worked at VT Industries for eight years and had positions at Foliage Design Systems and the University of South Florida. 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 and investment solutions through a large nationwide network of financial advisors and branch offices.

Christopher Hill is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been associated with Raymond James since 2016 and has operated an affiliated independent practice under the Reveille Wealth Management name since 2022. Hill also serves as president of Independent Financial Partners, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services, utilizing risk profiling and analytical modeling tools, and supports municipal and public finance advisory work through a unique municipal advisor affiliation.

Aimee Zedlitz is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Wayne Davies is a financial advisor with Cetera, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He is also a licensed attorney in Massachusetts and operates his own legal practice. His background includes extensive fiduciary roles and estate administration, serving as a personal representative and trustee in multiple capacities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Marc Stalvey is a CFP®-designated financial advisor with Edward Jones, based in The Villages, FL. He has 11 years of industry experience, all with Edward Jones since 2015. He serves as an Alumni Board Member for Central Florida Community College, assisting with alumni activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Janine Klein is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and 33 years of industry experience. She has worked at UBS since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

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 at LPL Financial with 32 years of industry experience. She holds Series 63, 65, and 66 designations and has previously worked at Cuna Mutual Group, Cuna Brokerage Services, Inc., and UBS Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 credentials and 39 years of industry experience. He worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 1987 until joining LPL Enterprise in 2024. Outside of his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

William Blankenship II is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 33 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, FL. 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 from Wells Fargo Investment Institute and third-party providers.

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 previously at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he owns an aviation business that 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 serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by proprietary research and multiple portfolio management strategies.

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 at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. Outside his advisory role, he is a commissioned notary in Florida. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 licenses and bringing 18 years of industry experience. She joined Raymond James in 2019 after previous roles at Wells Fargo Clearing and Wachovia Bank. Outside of advising, she raises beef cattle for sale and assists with a family cabinet installation business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a range of portfolio management styles and supplements advice with proprietary research and model manager options.