Brittney Aline McAuley, CEPA®, ABFP®, AAMS® (Individual CRD #7624519), leading the Cortez Boulevard Brooksville office of SEC-registered fiduciary Investment Adviser Edward Jones (CRD #250, SEC File #801-57936) at 19496 Cortez Boulevard (State Road 50) in Brooksville, Hernando County, Florida (ZIP 34601, practicing alongside Historic Downtown Brooksville colleague Richard Luigi Shaw, CRD #4703274, at 7 N Main St, Brooksville, FL 34601), provides specialized wealth management, retirement cash-flow engineering, and business-exit succession planning for Hernando County older adults. Located less than half a mile west of Historic Downtown Brooksville and the Hernando County Government Center (201 Howell Ave, Brooksville, FL 34601) and minutes north of the Southern Hills Plantation Club community, Brittney McAuley holds three distinct credentials: Accredited Asset Management Specialist™ (AAMS®), Accredited Behavioral Finance Professional™ (ABFP™), and Certified Exit Planning Advisor® (CEPA®).

Serving retirees, closely held business owners, and public-sector families across Downtown Brooksville, Southern Hills, Clover Leaf Farms, Brookridge, High Point, and Ridge Manor, Brittney McAuley utilizes her CEPA® training to help retiring Hernando County business owners and medical/professional practice principals structure tax-efficient business sales and convert illiquid enterprise value into durable retirement income. For public servants retiring from the Hernando County School District, Hernando County Sheriff's Office, City of Brooksville, and the Southwest Florida Water Management District (SWFWMD — 2379 Broad St, Brooksville), the practice coordinates Florida Retirement System (FRS) Pension Plan elections, Deferred Retirement Option Program (DROP) lump-sum rollovers, and 401(k)/403(b)/457(b) consolidations.

Drawing on her Accredited Behavioral Finance Professional™ (ABFP™) and AAMS® credentials, Ms. McAuley guides older adults and surviving spouses through market volatility and sequence-of-returns risk while structuring SECURE 2.0 Act Required Minimum Distributions (RMDs at ages 73–75), multi-year Roth conversions, and Qualified Charitable Distributions (QCDs) to keep Modified Adjusted Gross Income below two-year lookback Medicare Part B and Part D IRMAA surcharge thresholds alongside Elder Options (PSA 3) SHINE counseling (1-800-262-2243). Located blocks from the Hernando County Property Appraiser's main headquarters (John C. Emerson, CFA — 201 Howell Ave, Ste 300, Brooksville, FL 34601) and minutes east of Tampa General Hospital Brooksville (17240 Cortez Blvd), the office also helps seniors align estate trusts, Edward Jones Trust Company fiduciary services, long-term care reserves, and Florida Homestead / Age 65+ Senior Exemption qualifications.