ADVISOR BIO

Brenda Marshall is a financial advisor who has been working in the industry since 2021. She is currently registered with J.p. Morgan Securities LLC, a brokerage firm with more than $50 billion in assets under management. Brenda holds the Series 6TO and SIE licenses. She specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations. Brenda has a strong focus on providing financial planning, portfolio management, and selection of other advisors. She is passionate about helping her clients achieve their financial goals.

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ADVISOR BIO

Brittney McAuley is a financial advisor who has been in the industry since March 2023. Brittney is a registered representative with Edward Jones and has a Series 66 license. Brittney is registered with the states of Alabama, Florida, and Ohio. Brittney has experience working in education and is committed to providing personalized financial advice to her clients.

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Chad Michael Rowland is a financial advisor with Truist Advisory Services, Inc., a firm based in Atlanta, Georgia. Chad has been in the financial services industry since January 2015 and is registered with the state of Florida. He is also registered with the state of Texas. Chad's areas of specialization include financial planning, portfolio management, and investment advisory services. Chad has a broad range of experience working with individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Bruning Ghingher is a financial advisor with over 20 years of experience in the industry. David has worked at Ameriprise Financial Services, LLC since 2020 and is currently licensed to provide financial advice in Florida. David is also registered to provide advisory services in Georgia, Illinois, Maryland, Minnesota, and North Carolina. David specializes in providing financial advice to a variety of clients, including high-net-worth individuals, trusts, and estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals. David also specializes in asset allocation, financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisers. In addition to his work as a financial advisor, David is also a member of the board of directors for Ghingher.

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Deborah Moen is an investment advisor representative with Truist Advisory Services, Inc. Deborah has been in the industry since August 2005. Deborah is registered with FINRA and the state of Florida. Deborah specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Erick Arnett is a financial advisor based in Brooksville, FL. Erick works with Brookstone Wealth Advisors, LLC, a firm that provides investment advisory services, financial planning and educational seminars, and selection of other advisors. Erick is registered with the state of Florida as an Investment Advisor Representative. Erick has been in the securities industry for over 13 years and has held previous positions with Taylor Capital Management Inc., Dalton Strategic Investment Services Inc., Invest Financial Corporation, and SunTrust Investment Services, Inc. In addition to the provided advisory services, Erick also offers other services including insurance products and tax preparation through his own firm, Take Point Wealth Management.

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Erin Kaye Rey is a financial advisor with Truist Advisory Services, Inc. based in Brooksville, Florida. Erin has been in the financial services industry since 1996 and is registered to provide investment advice in 53 states and the District of Columbia. Erin specializes in providing financial planning, portfolio management, and selection of other advisors. Erin works with a variety of clients, including high-net-worth individuals, businesses, and charitable organizations.

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ADVISOR BIO

Jacob Wayne Lewis is a financial advisor registered with Truist Advisory Services, Inc. Jacob has over 11 years of experience in the financial services industry. Jacob holds the Series 66, SIE and Series 7 licenses. Jacob is a Certified Financial Planner™ professional. Prior to joining Truist Advisory Services, Inc., Jacob was with Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc.

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ADVISOR BIO

James Whittemore is a registered representative with Transamerica Retirement Advisors, LLC, based in Brooksville, FL. James has over 10 years of experience in the financial services industry. James has a Series 7, Series 63 and Series 66 license. James has been registered with the state of Florida since September 2013, as well as registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. James previously worked with TRANSAMERICA FINANCIAL ADVISORS, INC in Spring Hill, FL. James provides financial services through Transamerica Retirement Advisors, LLC.

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ADVISOR BIO

James Daniel Segovia is a financial advisor with LPL Financial LLC, located in Inverness, Florida. James has been in the financial industry since May 25, 2019. James is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and has also passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). James's previous employment experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and Regions Bank. James is registered to offer investment services in 53 states and territories.

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