Linda Bennett is a financial advisor with Ameriprise in Leesburg, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns a family farm, Crazy Ladies Farm, LLC, which produces blackberries and alpacas and is managed by her daughter. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized income plans. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jon Harper is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2011 and has served in multiple roles including Investment Consultant and Account Executive. Prior to joining Fidelity, Jon worked as a Financial Advisor with Commonwealth Financial Network and New York Life. Jon's professional experience spans over a decade in financial advisory roles, where he has focused on assisting clients in pursuing their financial goals. He emphasizes integrity and dedication in his work, aligning with Fidelity's trusted brand and investment options. Outside of his professional life, Jon enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits such as football, golf, and running.

Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Guenther engages in the sale of property and casualty insurance products as an additional business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

William Blankenship II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial. 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 advisers. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. 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 individuals, high-net-worth clients, and institutional investors.

Elizabeth Moore is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Margaret Harcar is a financial advisor with OSAIC, holding a Series 65 credential and bringing 27 years of industry experience. Her career includes long tenures with Securities America and its affiliated entities from 1997 to 2024 before joining OSAIC. She also operates a vintage and used item store on eBay. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services with various investment platforms and third-party solutions. The firm employs asset-allocation tools and risk assessments to create portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Marc Hallick is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns Orange and Blue Aviation, which leases a Cirrus SR22 aircraft to a flight school for charters and rentals. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional solutions, with a broad range of portfolio management styles and affiliated research.

Michael Laliberte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, Laliberte is involved in several business activities including serving as an insurance agent, a business exit planning consultant, and managing philanthropic initiatives focused on eradicating entrepreneurial poverty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Steven Van Voorhees Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. In addition to his advisory work, he is commissioned as a notary in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and technology-driven strategies.

Lindy Brock is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at Sagepoint Financial, Inc. since 2016. In addition to her advisory role, she serves as Executive Vice President of Practice Management and Senior Wealth Advisor at Elliott Wealth Management, LLC, where she is involved in practice management, staff training, investment research, and financial planning. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm‑provided asset‑allocation tools and third‑party solutions to construct customized portfolios that include a variety of investment types.

Kayla Davis is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2015. She has nine years of industry experience and is based in The Villages, Florida. Raymond James & Associates 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, and municipalities, offering tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.

Andrea Patrick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she raises beef cattle through her sole proprietorship and assists with secretarial duties for a family cabinet installation business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Tamim Safazada is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial planning and investment strategies tailored to their unique financial needs. He collaborates with a team of financial consultants and professionals to ensure that clients receive guidance that fosters comfort and confidence in their financial decisions. He has been with Fidelity Investments since 2020, progressing through roles such as Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II before assuming his current position in 2023. Throughout his tenure, Tamim has worked closely with clients to support their financial planning objectives. Outside of his professional duties, Tamim has interests in cooking and baking, fitness, social events with friends, gardening, movies, and traveling.

Michael Ary is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Raymond James & Associates since 2013. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Larsen is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in various roles within the financial services industry, including positions such as Private Client Financial Advisor and Private Client Banker at JP Morgan Chase from 2019 to 2021. Prior to these roles, he held several positions at Fidelity Investments, including Financial Representative, Client Relationship Manager, and Investment Solutions Representative between 2016 and 2019. John focuses on understanding his clients' financial objectives and partnering with them to develop customized financial plans. His approach centers on integrity and a desire to help clients reach their financial goals.

Robert Elstad is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Additionally, he owns 2A Mission Training, where he serves as an instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from LPL Research and third-party subadvisors.