Steven Keller is a financial advisor with Nelson Securities, Inc. in Fort White, FL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Nelson Securities since 1993. Nelson Securities manages approximately $272 million for about 2,016 clients through a team of nine advisors, providing discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies, including individual stocks, ETFs, and closed-end funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors in Alachua, Florida, holding Series 65 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies supplemented by third-party sub-advisors and offers access to alternatives and structured investments through various platforms.

Daniel Ascani is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in a ride-share business supporting his stepson’s operations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates patented software and behavioral economics, utilizing both quantitative metrics and fundamental analysis to guide portfolio management and financial planning.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing four years of industry experience. Prior to joining Prosperity, he has held roles at Blackwater Accounting & Tax Advisors and Heritage Financial Solutions. Outside of advisory work, Mr. Jones owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and he serves on several committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors is an SEC-registered enterprise advisory firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm emphasizes model-based, asset-allocation investment strategies and ongoing portfolio supervision, utilizing a mix of third-party providers and advisor-directed portfolios.

Keith Heritage is a financial advisor at Prosperity Capital Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Cetera Advisor Networks LLC and central involvement with his own entities, Heritage Financial, LLC, Heritage Tax Advisors, LLC, and Heritage Horses and Cattle, LLC, the latter of which is a horse and cattle farm. Prosperity Capital Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies using portfolios managed to targets with ongoing supervision and offers services such as financial planning, discretionary investment management, and retirement plan solutions.

Regina Onkst is a CFP® with 42 years of experience in the financial industry. She has worked at Ameriprise Financial Services since 2018, following prior roles at UBS Financial Services, Morgan Stanley, and A.G. Edwards & Sons. Regina is based in Alachua, Florida. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

James Onkst is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, previously spending five years with UBS Financial Services. Outside of his advisory work, Onkst operates a mowing business where he maintains equipment and services fields for a small number of clients. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tailored recommendations, emphasizing tax efficiency and asset management within Ameriprise-managed accounts.

Luke Avizinis is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017, based in High Springs, FL. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Amanda Payne is a financial advisor with Ameriprise in High Springs, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2009 and also owns and operates Snelgrove Enterprises, a tax preparation and bookkeeping business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Jeanine Stelzner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 24 years of industry experience, with her career including roles at DeMoss Financial and Cassidy Financial Services. Outside of her advisory work, she serves as treasurer for the Upper Keys Quilt Guild, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Matthew Surrency is a CFP® professional with seven years of experience at Edward Jones in Alachua, FL. Prior to joining Edward Jones in 2019, he worked for the City of Hawthorne for 14 years and for Florida Septic Inc. for 14 years. Outside of his financial advisory role, he serves as a baseball coach for middle and high school students and works as a football spotter during University of Florida games. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Dorrie Esposito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has held teaching roles at multiple colleges including City College-GVL and College of Central Florida. Outside of advising, Esposito owns Mozi Financial Group and serves as a group leader for Friends in Business in High Springs, Florida. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers. The firm has approximately 3,997 advisors, over 1,800 offices, and $15.5 billion in assets under management.

Alyssa Fortner is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 license and has three years of industry experience. Her work history includes roles at various Raymond James entities and The Kitchen. She is also involved with The Barber Group LLC in a client support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and has notable municipal and public-finance expertise.

William Crossman is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Insurance for 18 years. Outside of his advisory role, he owns a cattle farming business and a lawn care business established for his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside unique municipal advisor affiliations and specialized advisory programs.