William Shepard III is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he serves as Director of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners, and is a board member of The Gannett House First Amendment Museum. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients through various advisory programs.

Marci Smith is a financial advisor with Raymond James Financial in Ocala, Florida. She holds the Series 66 designation and has one year of industry experience. Her work history includes roles at Raymond James Financial Services, Inc. since 2000 and Reveille Wealth Management beginning in 2025. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized, non-discretionary advisory services and maintains a notable affiliation with municipal and public finance activities.

Jose Torres is a financial advisor with LPL Financial in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jody Schilling is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation. Prior to joining Edward Jones in 2025, Schilling served in the U.S. Navy for 30 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Guenther engages in the sale of property and casualty insurance products as an additional business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Richard Sandy is a financial advisor with Cetera in Ocala, FL, holding a Series 63 credential and over 28 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. Outside of his advisory role, Mr. Sandy is president of Abacus Accounting & Tax Services, Inc., a firm providing accounting and tax services since 1996. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of independent advisors nationwide.

Robert Kennedy III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved with Alexandra Lozano Immigration Law PLLC in a non-investment capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jeffrey Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate complex financial situations such as managing concentrated stock positions, planning for retirement, handling inheritances, and managing the sale of a business. Jeffrey also provides access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking convenience. He collaborates with clients’ external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Jeffrey's client focus areas include college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in Mathematics from Florida Southern College, where he contributed to winning two national baseball titles. Jeffrey has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). In his personal life, Jeffrey enjoys golfing, racquetball, tennis, and reading. He has coached little league and softball and participates in a racquetball league at the YMCA, as well as playing pickleball and tennis.

Alyssa Scoon Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of areas including general investing, retirement planning, and emergency savings. Additionally, Alyssa can connect clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Alyssa holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from The University of The West Indies. Her approach involves ongoing communication with clients to address evolving concerns and provide tailored advice as their financial needs change.

Erwin Rivera is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. He has worked at Bank of America and Merrill since 2015. Rivera serves as a director of baseball operations for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Allan Hancock is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and 65 licenses, bringing 57 years of industry experience. His prior work includes long tenures at Princor Financial Services Corporation and Cadaret, Grant & Co., Inc., among others. Outside of his advisory role, he is involved in insurance services through entities he manages. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Catherine Kirkland is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with two years of industry experience. She previously worked at CPS Investment Advisors and has experience in both educational and investment advisory roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.

Jay Fratello is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He holds the Series 66 designation. Outside of his advisory work, he is involved in local sports programs in Ocala, FL, including roles as head coach for a girls' soccer team and director of coaching for a soccer programming organization. Wells Fargo Advisors Financial Network is an institution-affiliated firm that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, serving clients who meet certain net-worth requirements.

Paul Diaz is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Jackson Hewitt, Walt Disney Co, and Primerica Financial Services. Outside of advising, he serves as a city commissioner in Winter Springs, FL, owns a tax preparation business, operates a real estate brokerage and instructional service, and is an author. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.

Stephanie Martin is a CFP® professional with 11 years of industry experience. She is currently affiliated with Raymond James Financial and operates an independent practice under the Reveille Wealth Management name. Her background includes roles at Raymond James Financial Services Advisors and Pat Kelley Builder. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers tailored, primarily non-discretionary advisory services and maintains connections to municipal and public finance through its affiliate network.

Jane Fontaine is a CFP® and ChFC® with 44 years of industry experience. She has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services Inc, and previously spent 19 years at Axa Advisors, LLC. Fontaine serves on the boards of the Community Foundation Ocala/Marion County and Marion Senior Services. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations.

Howard George III is a financial advisor with Wells Fargo Clearing in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Grey is a financial advisor at Edward Jones in Ocala, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. She previously worked at Raymond James Financial Services Advisors and operated her own financial advisory businesses before joining Edward Jones. Outside of advisory work, she is involved in publishing, serving as president and owner of Advancing Mind and Spirit LLC, through which she writes a free monthly newsletter and promotes her book, *Power Your Decisions*. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Mark Mc Kee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work experience includes roles at DXP Enterprises and the University of Wyoming. Mc Kee is also associated with Agility Wealth Management and BCW Financial Consultants LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to develop tailored recommendations, often serving in an advisory and implementation-support capacity.

Michael Garlisi is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 credential and 27 years of industry experience. He has been with Raymond James & Associates since 2004. In addition to his advisory role, he serves on the finance and investment committee of Trinity Catholic High School, where he is involved in budget review and investment management. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.