Shannon Yarbrough

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Josh Wurtsbaugh is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at United Captain Services and Marinemax Fort Myers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Roland Fannin is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved as a general partner in Pioneer Cabinetry Manufacturing and AJ Holdings, and owns agricultural and hospitality-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.