Todd Blankenship is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. He also owns and operates Blakenship Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings through a large network of advisors.

William Shepard III is a financial advisor with Raymond James & Associates in Ocala, Florida, holding Series 63 and Series 65 licenses and possessing 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 with food, housing, and job support, and he is a board member of The Gannett House - First Amendment Museum in Augusta, Maine. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Marci Smith is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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 with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for 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®-designated financial advisor with Raymond James Financial in Ocala, FL, bringing 11 years of industry experience. She has held roles at Reveille Wealth Management since 2022 and has been with Raymond James Financial Services Advisors, Inc. since 2021. In addition to her advisory work, Martin is involved with an affiliated independent practice operating under the Reveille name. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored approach with analytical tools to support non-discretionary planning and investment consulting and has unique municipal advisory affiliations and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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 at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked in financial advisory roles at Raymond James Financial Services, Agility Wealth Management, and BCW Financial Consultants. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support customized investment recommendations while maintaining specialized services in municipal and public finance.

Michael Garlisi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2004. Garlisi serves on the finance and investment committee at Trinity Catholic High School in Ocala, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.