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.

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.