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.

Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides additional services such as account monitoring, rebalancing, and tax and impact overlay options.

John Hargraves is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Brokers International Financial Services, J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. Outside of his advisory role, he owns Island Wealth Advisors, LLC, which provides securities, advisory, and insurance services, and he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Kristine Gillard is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 21 years of industry experience and has been with Transamerica Financial Advisors since 2014, including a brief period at Signator Investors. In addition to client advisory responsibilities, she may perform home office functions for other business units within the firm. Transamerica Financial Advisors serves a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management of approximately $1.7 billion.

Noah Janda is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 credentials and has prior work history at VyStar Credit Union, Levy Jewelers, Pandora, Vineyard Vines, Palmetto Moon, the University of North Florida, and Middleburg High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and multiple delivery options tailored to client needs.

Benjamin Reep is a financial advisor with Ameriprise in St. Augustine, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2019. Outside of his advisory role, he serves as CEO of Concho Bolo, a business focused on managing financial distributions and corporate governance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dyal is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and model-portfolio advisory programs supported by an in-house research team.