Michael Jones is a CFP® professional with 11 years of industry experience, currently serving at PNC Wealth Management. His prior roles include positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates Michael Jones Tutoring Services, a tutoring business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services focused on model-based investment programs, including an invitation-only digital discretionary offering for employees that uses algorithm-driven risk assessment and managed model portfolios.

Herman Gunter IV is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Independent Financial Partners. He has previously worked at LPL Financial and IFP Securities. He serves on the board of the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and is involved with the Suwannee County Republican Executive Committee as a precinct and state committeeman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients nationwide and offers a notable retirement-plan advisory and pension consulting capability.

Herman Gunter III is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he volunteers as a presiding elder conducting weekly worship services at Covenant First Presbyterian Church in Live Oak, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm provides a decentralized advisory model with formal retirement-plan and pension consulting capabilities, serving a broad range of individual, charitable, corporate, and high-net-worth clients.

Seth Wilkins is a CFP® professional with six years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Symbotic LLC for two years and served in the United States Marine Corps for eight years. He is a board member of the City of Live Oak Firefighters' Pension Trust and coaches the middle school track team at Suwannee Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering 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 supports its services through a large network of financial advisors and branch offices.

Taylor Siemon is a financial advisor with Primerica Advisors in McAlpin, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Paradise Real Estate International and PFS Investments Inc. Siemon also receives compensation for referrals of home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm supports a large network of advisors and focuses on discretionary portfolio management for individual investors rather than institutional clients.

Thomas Abercrombie is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he was involved with Stepping Stones and the Suwannee County School District. Outside of advising, he is a co-owner of Stepping Stones Preschool, a daycare facility in Live Oak, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 through a nationwide network of advisors and branch offices.

Ciera Butts is a financial advisor at Edward Jones in Live Oak, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she operated a bakery business called Cookies by Ciera, specializing in holiday and seasonal cookie sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Stephanie Baker Estrella is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Henry is a CFP® professional with 23 years of industry experience, all of which have been with Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a real estate LLC based in Live Oak, Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.