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® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. She holds Series 66 and operates in Casper, Wyoming. Outside of her primary role, she is a partner at Agility Wealth Management Casper. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, offering multiple implementation options while typically maintaining an advisory rather than discretionary role.

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.