Rommel Garcia is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill Lynch, and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on a rigorous advisory process supported by centralized due diligence and a broad range of investment capabilities.

Eric McSwain is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads branch operations and supports associates and clients in pursuing their overall goals. Before becoming Vice President, Eric held several leadership roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Active Trader Service Team Leader from 2019 to 2022, and PAS Team Leader from 2012 to 2019. His experience reflects a progression through various leadership positions within the organization. Eric emphasizes instilling confidence and compassion in people to enable associates and clients to pursue their objectives.

Gregory Sullivan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes multiple tenures at Wells Fargo Clearing and a five-year period at Benjamin F. Edwards & Company, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of over 14,000 advisors, offering both brokerage and advisory solutions.

Hadielis Neira Hernandez is a financial advisor at Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Bank, N.A. for 11 years. She also serves as a power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning areas. Advisors at the firm deliver tailored recommendations using Wells Fargo’s research and planning tools, with implementation options available through various brokerage or advisory programs.

Yvonne Emeric is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining Raymond James in 2019. Outside of her advisory role, she is an independent contractor for Young Living Essential Oil Company, where she earns commission through a team-based educational sales structure. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kimberly Westerfield is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at various Schwab entities since 2004, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid model combining non-discretionary advice with access to discretionary separately managed accounts and uses a multi-asset, model portfolio investment approach.

Amanda Rattleff is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to understand their priorities and create tailored financial strategies that support their long-term goals. Her work involves building meaningful relationships and helping clients navigate important financial decisions. Her approach includes investment strategies, retirement planning, and preparing for life's uncertainties, with a focus on clarity, confidence, and adaptability. Amanda's areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amanda holds a Bachelor's Degree from the University of Maine System and the Personal Investment Advisor (PIA) designation. Outside of her professional work, she enjoys baseball, cooking, fishing, hiking, horseback riding, hunting, reading, running, and spending time with her family.

Tyler Jackson is a financial advisor with Raymond James & Associates in The Villages, Florida. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

Tracy Pick is a financial advisor with Mass Mutual Investors Services in Ocala, FL, holding 32 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, she worked at Metlife Securities Inc. from 1996 to 2017. Pick is also president and agent of Tri-Square Wealth, an insurance and life settlements firm in Ocala. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved software and educational seminars, serving a broad client base including high-net-worth individuals.

Jeffrey Graunke is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. His prior experience includes roles at National Planning Corporation, Morgan Stanley, and Securities America Advisors, Inc. He is a managing member of GRAUNKE & HENTZ WEALTH MANAGEMENT LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party management, and institutional programs.

J Heaton is a ChFC® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Muck Me Farm, LLC, where he raises livestock for show and sale. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Joe Marone is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he collaborates with clients to develop and maintain financial plans aimed at achieving their retirement objectives. His approach emphasizes teamwork and focuses on aligning investment strategies with clients' lifestyles throughout their retirement years. Joe's professional experience spans several roles in the financial services industry. Prior to his current position, he served as Vice President of the Private Client Group at Fisher Investments from 2018 to 2020. He also held the positions of Branch Manager and Investment Consultant at TD Ameritrade between 2014 and 2018, and from 2008 to 2014, respectively. Early in his career, he worked as an Associate Financial Consultant at Laidlaw & Company, UK Ltd. from 2005 to 2008. He holds a California Insurance License. No additional information about his education or personal interests has been provided.

Beatriz Dyer is a financial advisor at Fidelity with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at T. Rowe Price and was retired for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory role to registered investment companies, use of systematic methodologies, and incorporation of AI in research.

Erik Barnett is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michael Greiner is a Wealth Management Advisor and managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management at the Ocala, Florida office. He specializes in providing personalized financial strategies by understanding the unique goals of individuals, families, and businesses. His approach includes regular reviews to track client progress and adjust strategies based on life changes. Michael holds a Bachelor's degree in Economics from the University of Florida and has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation. With experience as a First Vice President and Senior Portfolio Advisor at Merrill Lynch, he offers expertise in portfolio management, retirement planning, and family wealth strategies. He is involved in the community, including participation with the United Way of Marion County. Michael resides in Ocala with his wife and four children. In his personal time, he enjoys golfing and spending time with his family.

Fredrick Tribble is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2014. He has 26 years of industry experience. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Dwayne Walker is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience at T. Rowe Price and Wide Open West. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Colin Kowalski is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research and capital markets services through its platform.

Brian Casey is a financial advisor with LPL Financial in Ocala, FL, holding the Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advising, he owns Jen Homes LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Grant McMahon is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience and previously worked under the Axa Advisors name during part of his tenure. Outside of his advisory role, he serves as Director and Managing Partner of Private Wealth Partners LLC, a separate business focusing on marketing management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, with a focus on third-party advisory programs and a range of investment options, including mutual funds, ETFs, and select alternative investments.