William Blankenship II is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Series 65-licensed financial advisor with 27 years of industry experience. She has worked primarily with Securities America from 1997 to 2024 before joining OSAIC in 2024. Outside of her advisory role, she sells vintage and used items on eBay through an online store. OSAIC is a multi-advisor platform serving a wide range of retail and institutional clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a diverse set of investment programs delivered through affiliated broker-dealer and RIA relationships.

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, FL. 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 supported by research from Wells Fargo Investment Institute and third-party providers.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory 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 previously at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he owns an aviation business that 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 serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by proprietary research and multiple portfolio management strategies.

Michael Laliberte is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at MSI Financial Services, Focal Point Advisors, and KeyBanc Capital Markets. Outside of advising, Laliberte is involved in several business ventures including ownership and management roles in family wealth and tax advisory firms, philanthropic work through a family wealth foundation focused on eradicating entrepreneurial poverty, and volunteer service as a treasurer for a homeowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Steven Van Voorhees Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. Outside his advisory role, he is a commissioned notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lindy Brock is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with OSAIC since 2023 and Sagepoint Financial, Inc. since 2016. She holds roles at Elliott Wealth Management, LLC, including Executive Vice President of Practice Management and Senior Wealth Advisor, where she is involved in practice management, staff training, and wealth management advisory services. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advisory and brokerage programs.

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 licenses and bringing 18 years of industry experience. She joined Raymond James in 2019 after previous roles at Wells Fargo Clearing and Wachovia Bank. Outside of advising, she raises beef cattle for sale and assists with a family cabinet installation business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a range of portfolio management styles and supplements advice with proprietary research and model manager options.

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 with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked with Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Elstad is also an owner and instructor at 2A Mission Training, an outside business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Kevin Ganus is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ganus has ownership in a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a broad range of planning services tailored to clients who meet a net-worth threshold.

Gregory Panjian is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he is associated with the Western Mass Investment Club, an investment club based in Feeding Hills, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Burzotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Merrill, Advest, Inc., and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases in its investment approach.