Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.

Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.

Radovich Amor is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at State Farm VP Management Corp, Sam Maimone Insurance Agency, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model closely aligned with Empower’s recordkeeping and administrative platforms.

Mark Rudolph Jr. is a financial advisor with Charles Schwab in Keystone Heights, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he serves as an advisor to his significant other for her personal business LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody and brokerage services.

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Matthew Dyal is a Series 66 licensed financial advisor with LPL Financial, based in Starke, Florida, and has three years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.