Eric Linn is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2007. He operates out of The Villages, FL, and holds the Series 63 designation. Outside of his advisory role, Linn is involved in non-variable insurance products related to long-term care and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Derby Bernadel is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2019, he worked at Mondelez International from 2013 to 2019. Merrill, along 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.

John Anastasia Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he is involved in several business ventures, including managing a men's health business and a restaurant group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

George Levi is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and operates an e-commerce business selling cigars, humidors, and related accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Dale Camillo is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2007. Outside of his advisory role, he is the owner of a home-based travel agency operating under the DBA Land Sea or Air Travel. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from LPL Research and third-party subadvisors.

Jessie Morgan is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Jessie worked at PFS Investments Inc. and held various roles in the automotive industry from 2016 to 2021. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily relies on model-based investment strategies managed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, focusing on delivering advisory services through client information gathering and model recommendations.

David Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Community Bank & Trust Of Florida, and Invest Financial Corporation. He is also the owner and financial advisor at Sensible Financial Solutions and works as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial arrangements.

Joshua Dunbar is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and also serves as an assistant manager and notary at Campus USA Credit Union, where he has worked since 2015. LPL Financial serves individuals, retirement plans, banks, credit unions, and corporations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Jessica Whitehurst is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. She holds roles at multiple entities including JLW Financial, LLC, and JOHNS VIERA, LLC, and previously worked at Womble Bond Dickson. Outside of financial advising, she provides accounting and tax services as an accountant at JOHNS BENSON & JOHNS CPAS, P.A. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelly Pabst is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Ocala, Florida. She has been with Merrill Lynch since 2013 and focuses on providing personalized financial strategies to help clients pursue their long-term goals. Kelly works with clients across various areas including divorce transition planning, education planning, family wealth management, legacy planning, liquidity management, and retirement income. Her approach incorporates access to investment insights from Merrill as well as banking and lending solutions from Bank of America. An Ocala native, Kelly holds a Bachelor's degree from the University of Florida. Prior to joining Merrill Lynch, she pursued a career in nonprofit fundraising. She decided to transition into financial advising to positively impact the lives of others, following in the footsteps of her father and joining the Merrill team. Kelly holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly maintains a commitment to community service, actively volunteering with organizations such as the Boys and Girls Club of Marion County, Interfaith Emergency Services, and the United Way of Marion County. She is dedicated to contributing to her family's legacy of community involvement in her hometown of Ocala.

Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. 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, supported by a large network of financial advisors and branch offices across the United States.

Ana Fonseca is a Series 66 licensed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 17 years and has held various roles within Raymond James since 2017. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Samuel Boyle is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Vetted Security Solutions and served six years in the United States Army. Boyle is a board member of Boyle Construction Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing over $1 trillion in assets.

Adrian Espinal is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott McArthur is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he has ownership interests in FMC Real Estate and Scott McArthur, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

John Meffert IV is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for a decade. Meffert is a partner in Scroggie, Meffert Davis & Associates, a local support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools, including risk profiling and modeling, to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Tomaszewski is a financial advisor at Raymond James & Associates based in Ocala, FL, holding a Series 66 designation with seven years of industry experience. He previously worked at TS Trading Systems and TS Trading Systems, Inc. from 2010 through 2023. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research resources.

Ruby Boddie is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles at JDA TSG, Jackson Hewitt, PFS Investments Inc., and Primerica Financial Services. She has also been involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm manages client portfolios through model-delivery strategies and discretionary accounts, supported by third-party asset managers and custodians.

Alexander Green Ortiz is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has previously worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors. Outside of advisory roles, he operates an insurance agency focused on health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Marina Voblikova Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.