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Kirk K

Series 63

Gainesville, FL

Mass Mutual Investors Services

Kirk Kinsman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Kinsman is also affiliated with Gainesville Financial Solutions Group as an insurance advisor and teaches at the University of Minnesota. 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, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eve S

Series 66

Gainesville, FL

Merrill

Eve Stairs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2004. With a career in the financial industry that began in 1996, Eve applies a consultative approach that starts by understanding her clients' goals through in-depth conversations. Her focus areas include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. She prioritizes building trusted relationships and helping clients make informed, objective decisions about their financial futures. Eve holds a bachelor’s degree in Marketing from the University of North Carolina in Wilmington. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She was recognized in 2023 as a member of The Tilghman Fowler Lawhead Group on the Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband and two sons, Eve is an active member of her community, involved with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with her family and friends.

Wealth management General retirement planning Charitable giving & philanthropy Retirement income strategy Income planning Established Professionals Parents
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Ashley W

Series 63, Series 66

Gainsville, FL

UBS Financial Services

Ashley Waddington Hartley is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2015. Hartley serves on the Board of Directors for Ronald McDonald House Charities of North Central Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen W

CFP®, Series 66

Gainesville, FL

Edward Jones

Stephen Walker II is a CFP® certificant and financial advisor with Edward Jones in Gainesville, FL, with four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. He is also Vice President of Communications for 100 Black Men of Greater Gainesville FL Inc, where he helps communicate the organization’s programs and initiatives to members and the community. 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 strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Charitable giving & philanthropy Family Business Business succession planning Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals Intergenerational Families
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Evest M

Series 63, Series 66

Gainesville, FL

Wells Fargo Clearing

Evest Mcquaig is a financial advisor with Wells Fargo Clearing in Gainesville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo Clearing, Mcquaig worked at several organizations including the Florida Department of Environmental Protection and the Florida Department of Revenue. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and assets under management of approximately $671 billion.

Retired Founder/Business Owner
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William M

PFS™, Series 65

Gainesville, FL

McDavid & Company Wealth Management Services

William Mcdavid is a financial advisor at McDavid & Company Wealth Management Services in Gainesville, FL, holding the PFS™ designation and Series 65 license with 21 years of industry experience. He has been the managing shareholder of McDavid & Co., PA, a CPA firm, since 1983. McDavid & Company Wealth Management Services is an independent firm led solely by Mr. Mcdavid.

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Michael T

Series 63, Series 65

Gainesville, FL

Strategic Asset Planning

Michael Turner is a financial advisor at Strategic Asset Planning in Gainesville, FL, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked as a CPA since 2015. Outside of investment advisory, he spends a significant portion of his time in insurance sales, financial planning, and tax preparation. Strategic Asset Planning is an independent firm serving clients through personalized financial and investment advice.

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