Allison Norcutt is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at LPL Financial since 2018 and has been associated with SII Investments since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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.

Michael Monteith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee and holds power of attorney roles in investment-related trusts in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

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.

Larry Tyree is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1976, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

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.

William Bergin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating a DBA, Schneider Financial LLC, and involvement in non-variable insurance. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Louis Satmaria is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Universal Orlando for four years and Avis Budget Group for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Shawn White is a financial advisor with Equitable Advisors in Ocala, FL, holding a Series 66 designation and three years of industry experience. He has been with Equitable Advisors since 2022, following previous roles including work at Ayanna and a period as a student. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Anschutz is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to develop personalized financial strategies that emphasize trust, transparency, and aligned objectives. He aims to support clients in feeling confident about their financial futures. Kevin's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2025, Relationship Manager at Fidelity Investments from 2024 to 2025, Financial Representative at Fidelity Investments from 2023 to 2024, and Financial Advisor at Edward Jones from 2016 to 2020. Outside of his professional work, Kevin enjoys camping, cooking and baking, fishing, socializing with friends, music, and parenthood.

Veronica Vera is a financial advisor with Fidelity who holds a Series 66 designation and has six years of industry experience. Her prior work experience includes roles at TD Ameritrade and Rasmussen College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeremy Di Fiore is a financial advisor with Edward Jones in Summerfield, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Select Comfort/Sleep Number. Outside of financial advising, he is a freelance producer at Cinemachine Inc., a film and television production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. He has previously worked at CUSO Financial Services, Cuna Brokerage Services, and Cuna Mutual Group. Johnson operates a business under the name Florida Wealth Management related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with access to model portfolios, research, and technology-driven investment solutions.

Graham Rigby is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has held roles at Carillon Tower Advisers, Inc. and Eagle Fund Distributors prior to joining Raymond James, where he has worked since 2017. Rigby serves as co-chair of the UCF Tampa Alumni committee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions using a range of portfolio management styles and affiliated research.

Gregory Prevatt is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He is involved in trust-related activities outside of his advisory duties. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Olivia Simmons is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience at Truist Bank and Publix. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.