Jon Livingston is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, having worked with Nylife Securities Inc. since 1991 and New York Life Insurance Company since 1990. He is also appointed with various outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

John Ginn III is a financial advisor with Eagle Strategies (NY Life) based in Palatka, FL, holding a Series 65 designation and over 43 years of industry experience. He has been with Ginn Financial Group, Inc. since 2003 and has a longstanding affiliation with Nylife Securities Inc. and New York Life Insurance Co. since the 1980s and 1970s, respectively. Outside of advisory work, Ginn serves as an officer of Friends of the Summerhaven River, a local organization focused on river restoration. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans. The firm offers a range of financial planning, investment management, and retirement-plan advisory services, primarily providing non-discretionary advice within an integrated structure linked to New York Life insurance and annuity products.

Ryan Adams is a financial advisor with Edward Jones in Palatka, Florida, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Adams serves as a Petty Officer 2nd Class in the United States Navy Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

James Crouse is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked in various roles including at Tropical Smoothie and Zaxbys, as well as teaching positions at local schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations focusing on income reliability and tax-aware strategies within a managed account framework.

John Higginbotham is a financial advisor with Ameriprise in Palatka, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice. The firm’s approach incorporates proprietary research and third-party data within a defined investment framework and includes specific enrollment criteria tied to assets under management.

Luke Mutchie is a financial advisor with Edward Jones in Palatka, FL, holding Series 66, Series 63, and Series 65 licenses and eight years of industry experience. His prior roles include positions at Oxford Advisory Group and Bank of America/Merrill Lynch. Outside of the financial sector, he previously worked in retail as a cart attendant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.