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.

John Parten is a financial advisor at Edward Jones in Tallahassee, FL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 services including wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

John Olson Jr. is a financial advisor with Cetera, holding a Series 66 designation and bringing 47 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and has operated Olson Insurance & Financial Services since 1992. Outside of his advisory roles, Olson is an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies using affiliated and third-party managers across multiple program structures and authority types.

Gregory Smyre is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life for about 20 years before joining Cambridge in 2018. Smyre also operates Smyre Financial as a DBA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals using a range of portfolio management and model-based solutions.

Ryan Fishburn is a financial advisor with J.P. Morgan Securities in Tallahassee, FL. He holds a Series 66 designation and has four years of industry experience. His prior work history includes roles at Merrill and Bank of America, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Zachary Marks is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized financial planning and investment strategies. In his role, he focuses on understanding clients' priorities to develop tailored approaches that address their short-, mid-, and long-term financial goals. He offers comprehensive guidance ranging from general investing and retirement planning to unforeseen savings needs, and facilitates access to additional resources through Bank of America specialists. With expertise as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Zachary works closely with clients to navigate competing financial demands such as home buying, education funding, elder care, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients' changing situations. Zachary earned his High School Diploma from Vero Beach High School and pursued higher education at Florida State University (no degree conferred), Tallahassee State College (Associate's Degree), and Jacksonville University (Bachelor's Degree).

George Avant Jr. is a financial advisor with Mass Mutual Investors Services in Tallahassee, FL, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advisory work, Avant is involved in insurance sales and owns land used for growing pine trees in several Florida counties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning services structured as annual collaborative relationships that recommend investment strategies without discretionary authority.

Benjamin Welter is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior work includes roles at Capital City Banc since 2010, INVEST Financial Corp from 2010 to 2018, and Hancock Whitney Investment Services Inc. from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services through a broad network of investment adviser representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and portfolio management solutions, utilizing both proprietary and third-party resources.

Philip Spitzer is a financial advisor with LPL Financial in Tallahassee, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Cetera Advisor Networks and VOYA Financial Advisors. In addition to his advisory work, he has maintained a longstanding insurance agency and is an active philatelist. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment programs and utilizes technology tools for operational support while overseeing more than $819 billion in discretionary assets.

William Beck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to the unique ambitions and priorities of affluent families, individuals, and business owners. His work focuses on areas including debt and equity selection with the goal of wealth creation and meeting client income needs. Since 1980, William has provided long-term financial planning through personal consultations. He holds a Bachelor’s degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Based in Tallahassee, he emphasizes simplicity and transparency in wealth management to support clients in achieving their financial goals.

Elizabeth Jackson is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. Prior to joining LPL Enterprise, she worked at WestEd and Leon County Schools for a total of 13 years. She serves as a board member on the Leon County Library Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Fred Palmer is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Kestra Investment Services, Uvest Financial Services Group, and Raymond James Financial Services. He is also involved with CUNA Mutual Executive Benefits. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Federico Gambineri is a financial advisor with Morgan Stanley in Tallahassee, FL, holding a Series 66 designation and having 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.