ADVISOR BIO

Craig Dykstra is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Craig has been in the financial services industry since 1998 and has a diverse background with previous experience at Financial Network Investment Corporation, T.H.E. Financial Group, LTD, AmSouth Investment Services, Inc. and First Union Brokerage Services, Inc. Craig holds licenses for both Broker Dealer and Investment Advisor roles. Craig specializes in working with high-net-worth individuals, corporations, and other businesses. He is also licensed in 34 states and 2 provinces across the United States. Craig provides a full range of financial services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

David John Kelly has been in the industry since May 20, 2006. David is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. David has worked in the past with H&R Block Financial Advisors, Inc. and Hibbard Brown & Co., Inc.

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ADVISOR BIO

Deanna Marie Price is a financial advisor with Edward Jones. Deanna is registered with FINRA as a registered representative and has held this role since February 2017. Deanna is also registered with the state of Florida as an investment advisor representative. Deanna has been active in the financial services industry since March 2017. Deanna has a combined 26 active state registrations. Deanna is licensed to provide investment advice in Texas and Florida.

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ADVISOR BIO

Felipe Guzman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Felipe has been in the industry since 2022 and is registered in Florida and Texas. Felipe holds the Series 66, Series 7TO, and SIE exams. Felipe specializes in providing investment advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Fulbia Westfall is a financial advisor with over 30 years of experience in the industry. Fulbia is currently registered with Wells Fargo Clearing Services, LLC. Fulbia is licensed to provide investment advice and sell securities in several states. Fulbia has worked at Prudential Securities Incorporated and Wells Fargo Advisors LLC. Fulbia is also a licensed investment advisor in Texas. Fulbia specializes in helping individuals and businesses reach their financial goals. Fulbia is committed to providing clients with personalized financial advice and guidance. Fulbia is a valuable resource for those seeking to invest in stocks, bonds, mutual funds, and other securities.

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ADVISOR BIO

Heather Elaine Franklin is an Investment Advisor Representative at Sequent Planning, LLC. Heather is registered with the state of Florida. Heather has been in the industry for 2 years. Heather has passed the Uniform Investment Adviser Law Examination. Heather also holds an insurance agent license. In addition to her work with Sequent Planning, LLC, Heather provides insurance services.

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ADVISOR BIO

Jeananne Niemann is an investment advisor representative with Edward Jones. Jeananne has been in the industry for 16 years, having started in September of 2007. Jeananne holds both a Series 66 and a Series 7 license as well as the Securities Industry Essentials Examination. Jeananne currently provides investment advice to individuals, businesses, and retirement plans. She is registered to offer investment advice in 39 states. Jeananne is also registered with the state of Texas to offer investment advice as an investment advisor representative. She is licensed to offer investment advice to insurance companies, banking or thrift institutions, charitable organizations, investment clubs and limited liability companies, and pension and profit-sharing plans. Jeananne has a background in boat delivery and has been involved in Your Yacht Marine, LLC since 2009.

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ADVISOR BIO

Jeffrey Sustarsic is a financial advisor with over 23 years of experience in the financial services industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since October 2023. Jeffrey has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Jeffrey's previous employment was with EDWARD JONES. Jeffrey is licensed in 31 states and holds the Series 63, Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Kenneth Joseph Fitzpatrick is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Kenneth has been in the industry since February 23, 1990. Kenneth is a licensed Investment Advisor Representative in Florida, New Jersey, and Texas. Kenneth also holds Series 6, 7, 26, 63 and 65 licenses, as well as the SIE.

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ADVISOR BIO

Kevin Maxwell is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. Kevin has been with the firm since July 2021. Kevin is also a Field Agent for Knights of Columbus Insurance since May 2015. Kevin Maxwell has passed the Series 65 exam and is registered in Florida.

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