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 at Kovack Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory work, he serves as Chief Operating Officer and partner at Ministry Marketing Agency LLC, a digital marketing firm focused on 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 clients, offering portfolio management, financial planning, and sub-advisory services using a combination of internal models and third-party managers.

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.

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.

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 at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, she was with INVEST Financial Corp and Capital City Banc from 2007 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary research and third-party resources.

Brandon White is a CFP® with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held previous roles at Merrill, Bank of America, and Raymond James. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework.

Luis Vera is a financial advisor with LPL Financial in Williston, Florida, holding a Series 66 license and six years of industry experience. His prior roles include positions at Lincoln Investment, Ameris Bank, and Munroe Regional Medical Hospital. Vera is also associated with Seacoast Bank. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Matthew Magnani is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and First Tee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements that can be combined with managed-account programs under a consolidated billing option.

Daniel Etheridge is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 credential. He has worked at LPL Financial since 2018 and previously was associated with Capital City Banc and INVEST Financial Corporation. Outside of his advisory role, he is the managing member of an enterprise unrelated to investment activities and holds a position as a supervisor of elections in Levy County. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2013 to 2019. Outside of his advisory role, Hawkins officiates recreational sports such as flag football, basketball, soccer, and softball on a part-time basis. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.