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.

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.

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.

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.