Dennis Kinzer is a financial advisor with Morgan Stanley in The Villages, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2010 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Minor Bond III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Trinity Catholic High School for 13 years before joining Raymond James in 2023. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Thomas Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 22 years of experience at Merrill, he specializes in providing personalized wealth management strategies tailored to the unique financial goals of his clients. Born and raised in Orlando, Florida, Scott earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. Shortly after graduation, he began his career with a small independent firm in Jacksonville before joining Merrill. His areas of expertise include corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Scott is married with two sons and values spending time with his family in outdoor activities such as boating, fishing, hiking, football, and hunting. He and his family are actively involved in their church, participating in fundraising and community service projects. Scott holds the Personal Investment Advisor (PIA) designation and is committed to helping clients pursue their long-term financial goals with the same dedication he applies to his own family.

Howard George IV is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 credentials and four years of industry experience. He has been with Wells Fargo Bank and its affiliates since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines proprietary research and third-party analytics to evaluate investment options within a diversified framework and offers both brokerage and advisory solutions.

Brett Evert is a financial advisor with Fisher Investments, holding Series 63 and Series 66 credentials and eight years of industry experience. Before joining Fisher Investments in 2026, he worked at Charles Schwab and Fidelity Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm manages a variety of mandates across equity, fixed-income, and blended portfolios, and offers sub-advisory and retirement plan services.

Jeffery Stewart is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes 12 years at Stifel before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Andrew Campbell is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Campbell operates a business entity for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Topper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years and has been associated with Prudential Insurance Company of America since 1986. Outside of his advising role, he volunteers with the Williamsville Preservation Foundation, a nonprofit focused on community improvements. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management services supported by an integrated platform combining advisory programs with other financial product sales.

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.

Tyler Keel is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Wealth Planner. Tyler focuses on a client-centered approach that emphasizes trust, transparency, and personalized financial strategies. Throughout his career, Tyler works closely with clients to understand their unique goals and challenges, ensuring that each financial plan aligns with their values and long-term vision. He fosters strong relationships and maintains open communication to guide clients thoughtfully through their wealth management journey. Tyler's personal interests include boating, family activities, fishing, fitness, and football.

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.

James Bessoni is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Cetera, and Regions Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory models, multi-asset portfolio strategies, and a centralized operational structure supporting a large client base.

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.