Julia Ellinghaus

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) in Okeechobee, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and Nylife Securities LLC since 2017. Outside of his advisory role, he serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a network of over 2,000 investment adviser representatives.

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial. Outside of her advisory role, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Michael Costopoulos is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 24 years of industry experience. He is also a partner and CPA at Costopoulos & Helton, P.A., an accounting and tax consulting firm he has been involved with since 1982. Additionally, he serves as a trustee and personal representative for probate and trust management and holds a notary public commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.