Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.

Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.

Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked in various capacities within Navy Federal affiliated firms since 2009. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach centers on managed advisory programs using third-party portfolio managers on the Envestnet platform, supported by an investment committee that performs due diligence and ongoing reviews.

John Hargraves is a financial advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. He is also an independent insurance agent with a long tenure in sales and service of fixed insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans through a diverse range of portfolio management and financial planning services. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting a broad mix of discretionary and non-discretionary investment approaches.

Jody Ayotte is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Lincoln Investment since 2017 and is also associated with Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Kristine Gillard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors and WFGIA since 2017 and previously spent a year with Signator Investors, Inc. In addition to advising clients, she performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Paul Pannell IV is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and New York Life, as well as work in audio-video security and engineering staffing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and selected retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model linked to Empower’s administrative platforms.

Jessica Lang is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of advising, she is a joint owner of Willow Crest Holdings, LLC, which sells herbal health products under the Barefoot Herbals brand, and works part-time as a delivery driver for Door Dash on weekends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Radovich Amor is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at State Farm VP Management Corp, Sam Maimone Insurance Agency, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model closely aligned with Empower’s recordkeeping and administrative platforms.

Mark Rudolph Jr. is a financial advisor with Charles Schwab in Keystone Heights, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he serves as an advisor to his significant other for her personal business LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody and brokerage services.

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Donald Williams II is a financial advisor with Thrivent Investment Management in Middleburg, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, and previously spent eight years at Walmart Transportation LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that address a range of topics such as retirement, tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program while maintaining separate planning and portfolio management services.

Matthew Dyal is a Series 66 licensed financial advisor with LPL Financial, based in Starke, Florida, and has three years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.