Michael Tringali is a CFP® and PFS™ with 24 years of experience in financial advising. He is the principal at Fee-Only Financial Advisors, LLC, an independent firm he founded in 2016, and has operated Michael J. Tringali, P.A. since 1991. Outside of his advisory work, he serves as finance director and executive committee member of the YMCA of the Suncoast's Citrus County branch and is involved with several nonprofit and community organizations, including a charitable foundation investment committee and a private trust providing educational scholarships. Fee-Only Financial Advisors, LLC manages approximately $25.7 million across 17 client relationships, serving individuals, trusts, estates, and corporate/business clients. The firm employs an investment approach based on academic research and Modern Portfolio Theory, offering diversified portfolios with tax-aware strategies and coordinated financial planning services.

Teresa Christensen is a CFP® professional with 15 years of industry experience. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Christensen works from Dunnellon, FL, and meets with clients in Kentucky quarterly. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses. The firm employs a retainer model focused on asset allocation and long-term, buy-and-hold strategies with core holdings in no-load mutual funds and ETFs.

James Staines is a financial advisor at Principal Advised Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Wealth and Income Strategies, Inc. He is also involved in community activities as a State Committeeman in Florida. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party investment models and operates within the Principal Financial Group family, enabling access to affiliated products and coordinated oversight.

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

Alfredo Arenas is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Mutual of Omaha Insurance Company, PFS Investments Inc., Primerica Financial Services, and Around The Clock Mortgage, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, with advisors typically recommending MOIS-approved model portfolios and coordinating with third-party managers.

Mark Augustsson is an investment advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Transparent Wealth Management, LLC, Aegis Wealth Management, Inc., and ASB Financial, where he has been associated since 2016. Outside of Gradient Advisors, he owns Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing fundamental, technical, and cyclical analysis in portfolio management.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

Robert Pitzer is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with integrated third-party platform relationships.

Marc Lawrence is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at various SunTrust entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Amy Delapaz is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. She has been with Truist in various capacities since 2013. Outside of her advisory role, she is involved in managing a veterinary practice owned by her husband, including building maintenance and administrative support. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary and non-discretionary manager relationships along with third-party platforms and AI-enhanced research.

Bradley Easom is a Series 66-registered financial advisor with PlanMember Securities Corporation, possessing 27 years of industry experience. He has worked at PlanMember since 2013 and serves on the City of Dunnellon Police and Fire Pension Board, a role he has held since 2007. Easom also manages Jay Easom, LLC, a firm focused on retirement, fixed insurance, and financial services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

John Hodgkins II is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SunTrust Bank and affiliated entities. Hodgkins serves on several local boards, including the YMCA Advisory Council in Lecanto, the Crystal River Area Council of the Citrus County Chamber of Commerce, and the Fellowship of Christian Athletes of Citrus County. He is also involved in insurance sales and leads Hagar Investments LLC, providing financial services. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary investment advice and operates distinctive partnerships with broker-dealers and service providers.

Shannon Vinsonhaler is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation. Vinsonhaler has prior experience in various roles, including positions at Superior Residences of Lecanto, Sunshine Gardens, and Crystal Automotive, as well as self-employment from 2019 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Tanner Booth is a financial advisor at Edward Jones in Homosassa, Florida, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 financial advisors and branch offices.

Gregory Perrone is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 1999. Outside of his advisory role, he is an independent contractor and owner of Gabrielle Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and is notable for its municipal advisor affiliation and specialized advisory programs.

Barbara Stetzko is a CFP® professional with 30 years of experience in financial services. She is currently with OSAIC and has held previous roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Stetzko is also president of The Financial Sense People, LLC, which provides insurance and related financial services. OSAIC serves a broad range of clients including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage diversified portfolios.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Justin Brashear is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked at Healthtrust Workforce Solutions and Citrus Memorial Hospital. Brashear is also the owner of Brashear's Vital Care Corp, a pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and maintains a large national network of advisors and branch offices.

John Selby is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in real estate activities, including property flipping and ownership of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Joyce Carlucci is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2014. She has passive ownership interests in two family-related limited liability companies connected to estate planning. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

William Martin is a CFP® professional with 44 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He also holds Series 63 registration and has worked concurrently with MassMutual Life Insurance Company over the same period. In addition to his advisory role, he is involved as an agent in life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser specializing in financial planning for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Phillip O'dell is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Crystal River, FL, bringing 34 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of PEVCO LLC, a company involved in managing an undeveloped real estate lot in Beverly Hills, FL. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and supports its services with a nationwide network of financial advisors and branch offices.

Candy Murphy is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Murphy works with insurance companies offering fixed annuities to clients and is involved with Bayside Financial Strategies, focusing on fixed annuities, fixed indexed annuities, long-term care, and life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated financial advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and offering discretionary and non-discretionary account management.

Joseph Federico is a financial advisor with Edward Jones in Dunnellon, FL, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the United States Air Force Reserves since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Walter Szturma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a disciplined and creative approach to advising, developing personalized financial strategies designed to help clients pursue their long-term goals. Walter collaborates closely with individuals, families, businesses, and non-profits to provide investment management solutions focused on growing and preserving wealth. His client expertise includes college education planning, family wealth management, divorce transition planning, legacy and retirement planning, as well as specialized services for endowments, foundations, defined benefit and contribution plans, and sports and entertainment sectors. Walter began his career after working with the New York Stock Exchange and joined Merrill in 1978. Over more than four decades, he has integrated his entrepreneurial skills with a commitment to client-centered service, leveraging research and resources from Merrill Lynch Wealth Management. His educational background includes a master’s and bachelor’s degree from St. John’s University, where he was recognized by Beta Gamma Sigma and Omicron Delta Epsilon honor societies for scholastic achievement. Walter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), and he is a voting member of the American Economic Association. Walter’s career also reflects strong community involvement. He spent 21 years conducting business in the US Virgin Islands, where he was active in local non-profit boards and mentoring programs, supporting organizations such as the Caribbean Dance Company, Island Center for the Performing Arts, and the Women’s Coalition of St. Croix. A lifelong Rotarian, he continues to dedicate time to volunteer activities. His personal interests include baseball, football, ice hockey, music, photography, scuba diving, singing, softball, swimming, and tennis.

Robert Schlumberger is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services since 2025 and is also involved with Aksala Wealth Advisors, LLC and Schlumberger-Jones CPA & CO. Outside of advisory roles, he serves as president of Schlumberger Accounting Services, Inc. and is treasurer and comptroller for the Meadow Crest Condo I Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and a variety of program platforms, with access to affiliated and third-party managers across multiple custodial relationships.

Ausra York is a financial advisor at Osaic with seven years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory role, she assists with bookkeeping and administrative duties at a family-owned fish farm and is a notary public. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Carolyn Caffee is a financial advisor with Raymond James & Associates in Crystal River, FL. She holds Series 63 and Series 66 designations and has 33 years of industry experience. Carolyn has been with Raymond James & Associates since 1987. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Renwick Brutus is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 32 years of industry experience. His prior work includes long tenures at Questar Asset Management and Woodbury Financial Services. Outside of his advisory work, he is involved in consulting and coaching through Achievement Resources, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment tools and multiple advisory platforms.

Dawn Maurer is a financial advisor at Charles Schwab with 32 years of industry experience. She holds Series 63 and Series 66 designations. Maurer has worked at Charles Schwab and its affiliated entities since 2004 and operated Maurer Inc. from 2003 to 2018. Outside of finance, she acts as an agent for WCC, LLC, performing data entry on a limited basis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios supported by centralized custody and trading infrastructure.

Andrew Breese is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 65 designations. 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, separately managed accounts, and affiliated mutual funds.

Brenda D'arville is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked at various Raymond James entities since 2011 and was involved with DW Commercial Property, LLC from 2019 to 2023. Outside of her advisory role, she owns and manages D'Arville & Co., Inc., providing tax preparation and business management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Tracy Alm is a CFP® professional with 27 years of experience, currently serving clients at Raymond James & Associates since 1999. She holds Series 63 and Series 65 licenses. Alm also acts as a lender for a personal loan to a family member involved in a rental real estate business. 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, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Mathew Witherow is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served on the Marion County School Board for 12 years. Outside of his advisory role, he is a director of Suncoast Business Masters, a local business organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Neville Melvin is a financial advisor with Cetera in Beverly Hills, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at SunTrust Investment Services, Ameriprise, and Truist Investment Services. Outside of his advisory work, he is a minority owner of a family-run business involved in the sales and installation of bathroom fixtures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, customizable strategies, and various program structures.

Mark O'Connell is a financial advisor with LPL Financial, holding a Series 63 designation and having 36 years of industry experience. He previously worked at Crown Capital Securities, LP for 12 years and has operated O'Connell Financial since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party subadvisors, and research.

Chris Nelson is a CFP® professional with 30 years of experience in the financial services industry. He is currently with OSAIC, having joined in 2023, and previously worked at SagePoint Financial and Valley Bank and Trust. Outside of his advisory role, he is involved as a partner or president in agricultural and business ventures including Nelson Brothers Farms and Three Pheasants, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various investment platforms and third-party manager access. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Amy Mc Laughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, she serves as Treasurer and Director of the Citrus County Education Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ryan Duke is a financial advisor with Merrill in Crystal River, FL, holding a Series 66 license and two years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He has also worked in the hospitality and retail sectors, including at Surf Hut and Polo Ralph Lauren. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Grecco is a financial advisor at Cetera with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Cuna Brokerage Services, Inc. and Suncoast Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Stephen Mcnutt is a financial advisor with Equitable Advisors, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including 13 years at Ic Advisory Services Inc and The Investment Center Inc prior to joining Equitable Advisors in 2025. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and other endorsed platforms.

James Park is a financial advisor with Edward Jones in Lecanto, FL. He holds the Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked in various roles including at the Diocese of St. Petersburg, Citrus County School District, and the Kentucky Department of Corrections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jarrett Krienes is a financial advisor with LPL Financial in Crystal River, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. 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 under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Cynthia Spinning is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 13 years and spent time with Primerica Advisors and Primerica Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services including model portfolios, retirement consulting, and participant advice, supported by proprietary and third-party research.

James Mc Connaughey is a financial advisor at Edward Jones in Lecanto, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Pavion for four years and has experience in web development and small business ownership, including operating an Etsy shop and a party services company. He occasionally undertakes freelance web development projects. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Eiler is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.