Steven Ferris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mathew Feehan is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. since 2021, following five years with Wells Fargo Clearing. Feehan serves in the U.S. Army National Guard and maintains an independent insurance agent role, providing clients with fixed insurance, long-term care, and disability insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs a range of portfolio construction tools and third-party manager platforms.

Eric Perlman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and previously worked at Felix Storch Inc. from 2009 to 2017. His activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Carte is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Edward Jones, Carte worked at Cetera Wealth Services, Collier Jernigan & Goedert PA, Avantax, and 1ST Global Advisors, among other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Grace Grifferty is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she held positions at Goldman Sachs, Jounce Therapeutics, and the Belfer Center for Applied Cancer Science. Outside of her advisory role, she is a partner at Alexandria Consulting Team, LLC, a consulting firm where she contributes on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Tracey Barnes is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

Thomas Brinker is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Catherine Harris is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Ameriprise and several other firms prior to joining LPL Financial in 2026. Harris is also a notary public in The Villages, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Christina Depalma is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Merrill Lynch, Prudential Insurance Company of America, and LPL Enterprise, LLC. She is also involved with Griswold Home Care for Ocala & The Villages and Ahavah va Avodah Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by third-party asset managers. The firm operates with approximately 3,935 advisors and manages around $15.5 billion in assets under management.

Ross Davis III is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Bank of America, Merrill, and Morgan Stanley. Davis is a partner in a local business venture related to office space and is involved in a financial advising marketing support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations in municipal and public finance.

Richard Peck is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with Cetera Advisors LLC since 2015 and with Cetera Investment Advisers since 2024. In addition to his advisory role, he operates a private client group under a DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jeneve Dluzneski is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their unique ambitions and priorities. Jeneve works with clients on a range of financial planning needs, including family wealth management, legacy planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Jeneve holds a Personal Investment Advisor (PIA) designation and has completed her education with an Associate's Degree from Pasco Hernando State College and a Bachelor's Degree from the Pennsylvania State University System. She also attended the University of Utah and graduated from Viewmont High School. In her role, Jeneve serves as a resource for general investing, retirement planning, and addressing unexpected financial needs, often collaborating with specialists in banking, credit, home financing, and small business solutions. Additionally, she is a member of the American Kennel Club. Outside of her professional work, Jeneve has personal interests in antiquing, horseback riding, reading, and spending time with her family.

Devon Ferdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is a notary public in The Villages, FL. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brent Dorman is a financial advisor with Wells Fargo Clearing in Ocala, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. He also serves as a trustee for multiple irrevocable trusts in Ocala. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Hagood is a financial advisor with Edward Jones in The Villages, FL. He holds the Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he worked at VT Industries for eight years and had positions at Foliage Design Systems and the University of South Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Todd Blankenship is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. He also owns and operates Blakenship Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings through a large network of advisors.

John Glendinning is a financial advisor with Morgan Stanley in The Villages, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America, N.A. and Merrill Lynch from 2016 to 2020. Outside of his advisory role, he is a partner in Troika Vending LLC, a wholesale and distribution business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and invests based on analyses from its Global Investment Committee while offering both retail and institutional investment solutions.

Christopher Hill is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been associated with Raymond James since 2016 and has operated an affiliated independent practice under the Reveille Wealth Management name since 2022. Hill also serves as president of Independent Financial Partners, a support company. 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 clients. The firm offers tailored, non-discretionary planning and consulting services, utilizing risk profiling and analytical modeling tools, and supports municipal and public finance advisory work through a unique municipal advisor affiliation.

William Shepard III is a financial advisor with Raymond James & Associates in Ocala, Florida, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he serves as Director of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners with food, housing, and job support, and he is a board member of The Gannett House - First Amendment Museum in Augusta, Maine. 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 charitable organizations, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Aimee Zedlitz is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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, and charitable organizations, offering financial planning and investment consulting through various advisory programs.