Howard George III is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley in various capacities from 1988 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics while offering a broad range of financial products through affiliated bank and insurance entities.

Pamela Grey is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Outside of her advisory role, she is the president and owner of Advancing Mind and Spirit LLC, through which she writes a free monthly newsletter and promotes her book, *Power Your Decisions*, at book fairs and speaking events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.

Yvena Pouilh is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Primerica Advisors since 2004 and has prior experience at Wells Pharmacy Network, Abbott Rapid DX, and Integrated Resources Inc. Outside of her advisory role, she is co-owner of Tififi & Pachouko, LLC, a Caribbean grocery store and notary service in Ocala. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors along with some corporate and charitable clients. The firm offers advisory services through model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Courtney Mckee is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Ocala, FL. She has been with Raymond James in various capacities since 2015. Outside of her primary role, she is a partner in Agility Wealth Management Casper and is involved as an associate in related financial support firms. 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 uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Brenda Ford is a certified public accountant and partner at Crippen, Trice, Ford, Torres, LLP, an accounting firm where she has worked since 1991. She has 26 years of experience in the financial industry. In addition to her accounting practice, she dedicates significant time to administrative functions, technical review, audits, and preparation of financial statements and tax returns. She is affiliated with CTF Financial Services, Inc., a firm with no active advisors.