Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Bennett Berman is a financial advisor at The Pinnacle Financial Group with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services and LPL Financial. Berman is also involved with BHB Investment Management, LLC, a non-investment-related business. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs both fundamental analysis and a mix of long- and short-term trading strategies, generally managing accounts on a discretionary basis with regular portfolio monitoring.

Daniel Antonov is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2018. In addition to his advisory role, Antonov owns a financial and retirement planning business under the DBA Global Cornerstone and has over twenty years of experience as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that uses multiple analytical approaches to guide portfolio management.

Felix Ferrer is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 14 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and specialized market roles.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm utilizes a network model of advisory representatives and leverages technology platforms to deliver portfolio management and estate-planning solutions.

Matthew Brown is a financial advisor with Principal Financial Services in Groveland, FL, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes positions at John Hancock and Ameriprise, and he is currently president and owner of 15:22 Wealth Management. Brown also maintains an insurance sales role focusing on life, disability, annuities, and other health-related coverages. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, direct advisory programs, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

James Watson is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as Vice President of BNI Central Florida, overseeing membership and attendance policies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Lisa Drake is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, LPL Financial, and Ameriprise. Drake also serves as a board member and president of the National Association of Plan Advisors within the American Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by other tailored investment options and institutional retirement plan services.

Joseph Jarrett is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2018, following prior roles at Merrill Lynch and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Nicholas Govola is a CFP® professional with five years of experience and currently affiliated with LPL Financial. He has worked at Infinex Investments, Inc. and Citizens First Bank prior to joining Seacoast Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Milton Caraway is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his financial advisory role, he is involved in raising cattle as a hobby. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Horsley is a CFP® professional associated with LPL Financial, bringing 10 years of industry experience. His career includes roles at Citizens First Bank and Infinex Investments Inc. He is based in The Villages, Florida. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and client types.

William Campbell Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Merrill, Infinex Investments, Citizens First Bank, and Seacoast Bank. He is currently based in The Villages, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

Parker Brown is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously spent ten years at Brown Auto Sales. 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 solutions supported by a large network of advisors and branch offices nationwide.

Deanna Price is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Windsor is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Citizens First Bank, Infinex Investments, BBTIS, BB&T Bank, Wells Fargo Clearing, and Prudential Equity Group. He is also involved with Seacoast Wealth & Trust in The Villages, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and institutional platforms, utilizing both proprietary and third-party investment strategies.

Rachel Moates is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for ten years at Uline Shipping Supplies. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

Pravita Diaram Ramtahal is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.