Deborah Beck is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she serves as Secretary on the Board of Directors and Finance Committee Member and Stewardship Ministry Director at Amazing Grace Lutheran Church, in addition to holding leadership roles within the Florida-Georgia District LCMS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based analyses that cover retirement, tax, estate, and other financial planning topics without including implementation. The firm offers integrated planning alongside managed account services through its WealthPlan program and maintains a distinct approach by not providing institutional portfolio management or adviser selection.

Jason Clark is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory in its investment approach.

Jeffrey Sustarsic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward Jones for 22 years before joining Wells Fargo in 2023. Outside of his advisory role, he serves on the City of Leesburg Recreation Advisory Board. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Patrick Lampe is a financial advisor with Wells Fargo Advisors in The Villages, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors since 2011 and was previously with Wells Fargo Clearing from 2009 to 2011. Outside of his advisory role, he is a 24% owner and trustee of Jones and Wilson Financial, LLC, an investment-related firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Michael Hart is Senior Resident Director of the Ocala, Florida office of Merrill Lynch Wealth Management and a managing partner of Hart, Greiner & Associates. He also serves as a Portfolio Manager within Merrill's Investment Advisory Program. In these roles, Michael works with families, individuals, retirees, small businesses, and foundations to provide customized wealth management services, including investment management, tax minimization strategies, retirement planning, employee benefits, liabilities management, and estate planning services. Michael began his career after graduating from the University of Florida in 2006, working as an Investment Advisor for a Fortune 1000 Asset Management Firm in Tampa, Florida. There, he helped individuals and small businesses build and manage portfolios aligned with their financial goals and served as a Subject Matter Expert on financial, education, and retirement planning topics. He joined Merrill Lynch in 2011, returning to his hometown of Ocala with his wife, Sarah, and their four children. Michael holds a Master’s Degree in Personal Financial Planning from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Chartered Retirement Planning Counselor℠ designee. He supports the community through involvement with organizations such as the Boys & Girls Club of Marion County and the College of Central Florida Foundation, where he currently serves on the Executive Committee. His personal interests include basketball, golfing, running, and tennis.

David Nesbitt is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research and LPL Financial in prior roles. Outside of his advisory work, he serves as a volunteer treasurer for a community club. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Brittany Kendziora is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Trailer Solutions Financial for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Coffin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior positions include roles at Lincoln Financial Securities Corporation and LPL Financial. He is also the owner of Coffin Wealth Management, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms and proprietary model strategies.

Torrec Hawkins is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Western & Southern Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process integrates quantitative and qualitative research to develop model asset allocations and includes expertise in derivatives and commodities.

Michelle Drawdy is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1998 to 2003. She holds the Series 63 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Kathleen Intelisano is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Saybrus Partners. Intelisano is also a 25% owner and branch manager of Independent Financial Partners, where she has supervisory responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad network of advisors and affiliated firms.

Kristin Schult is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has been with J.P. Morgan Securities since 2015 and holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Russel Dingman is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, Dingman is the owner of Dingman Sanctuary LLC, a real estate-related business. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment services.

Brandon Cellura is a financial advisor at Cetera with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is co-owner and operator of Fortress Drywall LLC. Cetera is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform.

Stephen Fricke is a financial advisor with Raymond James & Associates in Ocala, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 26 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, providing financial planning and investment consulting through various programs and affiliated research resources.

Nick Langler is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2010, progressing through various positions including Financial Consultant, Investment Representative, and Retirement Solution Representative. Prior to joining Fidelity, Nick worked as a Teller at Jax Federal Credit Union from 2009 to 2010. Throughout his career at Fidelity Investments, Nick has developed expertise in wealth planning and financial consulting, partnering with clients to create an open and collaborative environment. He holds insurance licenses for Arkansas and California, supporting his ability to serve clients in multiple states. Outside of his professional work, Nick's personal interests include cars, fitness, football, golf, social events with friends, and parenthood.

Damian Perry is a Wealth Management Advisor with Merrill Lynch Wealth Management in Ocala, Florida. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Florida. Damian began his financial advisory career with Merrill Lynch in 1995 following a business career in outside sales. He has more than 30 years of experience helping clients with family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Damian has been actively involved in community organizations such as the American Cancer Society, the Boy Scouts of America, United Way, and Voices for Children of North Central Florida. He resides in Ocala with his wife Karen and enjoys activities including baseball, board games, history, cars, and participating in the University of Florida Marching Band alumni when time permits.

Gregory Ergle is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James since 2010. Ergle is also the owner and president of Ergle Financial Services, a support company based in Ocala, FL. 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 consulting using analytical tools and supports a large advisor network with specialized consulting and portfolio management services.

Stephen Scully is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he has been involved with Networking Event Finders since 2012. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Kathleen Kaffenberger is a ChFC® credentialed financial advisor with 38 years of industry experience. She is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc., Community Bank, and INVEST Financial Corp. Kathleen is also involved with Marathon Financial Advisors, an affiliated business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.