Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior roles include positions at Raymond James Financial Services and Lentz Dodd Financial Group. Outside of advisory work, he is also an independent insurance producer and serves as president and managing member of related business entities. Lentz Advisors is a state-registered investment adviser managing approximately $40.4 million across 47 client relationships. The firm offers discretionary investment management, financial planning, and qualified retirement plan consulting, with a focus on tactical asset allocation and comprehensive institutional retirement plan services.

Stephen Smith is a Series 65-licensed advisor at Smith Asset Management Co., LLC with three years of industry experience. Prior to joining the firm, he served three years in the U.S. Military. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, charities, and government entities. The firm manages approximately $280 million in assets and employs a tailored investment approach incorporating asset allocation, rebalancing, and both long-term and opportunistic trading strategies.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has a background that includes service in the US Army and a concurrent role at Stetson University of Law. Smith Asset Management Co., LLC offers discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, and government entities. The firm employs a tailored investment process incorporating Modern Portfolio Theory, technical and fundamental analysis, and option writing, with a primary focus on fixed-income securities.

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

Osvaldo Delgado Jr. is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Kovack Advisors and its affiliate Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner of a digital marketing agency serving churches and nonprofit organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering a range of advisory services including portfolio management, financial planning, and access to sub-advisory programs.

Brandon Peterson is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management. He is also an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, providing discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm employs an open-architecture investment platform with tailored strategies using both fundamental and technical analysis across a broad range of asset types.

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

Sheila Quinones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked with various divisions of JPMorgan Chase since 2011, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Cahill is a financial advisor with Edward Jones in Williston, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His work history includes roles at Lincoln Financial Advisors and several other firms prior to joining Edward Jones. Cahill also utilizes a debt management software tool to assist younger clients with managing their debts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Eric Vallerand is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at BBVA Wealth Solutions, BBVA Securities, and PNC Bank prior to joining J.P. Morgan in 2022. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

David Nettles is a Series 66 licensed advisor with Edward Jones, based in Williston, Florida, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Michelle Rafferty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp and Capital City Banc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and operational tools.

Luis Vera is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Lincoln Investment, Capital Analysts, and Ameris Bank. He is also involved with Seacoast Bank alongside his advisory work. 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 portfolio programs, and institutional platforms.

Kathryn Lancaster is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones for 14 years before joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools.

Daniel Etheridge is a financial advisor with LPL Financial, holding a Series 66 license and over 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Capital City Banc, INVEST Financial Corporation, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he is the managing member of ETHERIDGE ENTERPRISES LLC, a real estate business, and serves as a Levy County Supervisor of Elections. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years before joining Raymond James in 2019. Outside of his advisory role, Hawkins is involved part-time with Plus One Health Management, where he occasionally officiates recreational sports such as flag football, basketball, soccer, and softball. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.