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.

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.

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

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.

Kevin Ganus is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has worked within Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing a rental property in The Villages, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

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 at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years 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.

Douglas Reeb is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients establish holistic financial plans that may include tax-efficient investing strategies. He emphasizes transparency, experience, and trustworthiness in his approach to guiding clients toward their financial goals. Prior to joining Fidelity, Douglas worked as a Senior Financial Advisor at Merrill Lynch from 2010 to 2022. His professional experience spans over a decade in financial advisory services, where he has developed expertise in investment planning and client education. Douglas is committed to supporting clients through a code of ethics and effective investment options provided by Fidelity. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Tucker Woods is a financial advisor with LPL Financial in The Villages, FL, holding a Series 66 designation and three years of industry experience. His work history includes positions at Fross and Fross Wealth Management and Universal Creative, as well as roles in education and community organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Duwayne Boettcher is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at SII Investments and Kernel Software Inc. Outside of his advisory work, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Christopher Ruppel is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients who are either new to Fidelity or new to working with the branch, focusing on retirement planning and investment guidance. He has been with Fidelity Investments since 2016, serving in various positions including Planning Consultant (2020-2023), Relationship Manager (2019-2021), Central Relationship Manager (2018-2019), College Planning (2017-2018), and Financial Representative - Full Trader (2016-2017). This progression reflects his experience across multiple aspects of financial planning and client relationship management.

Amy Verzaal is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank from 2006 to 2022. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.

David Fernquist is a CFP® professional with 36 years of experience in the financial services industry. He has been with LPL Financial since 1998. In addition to his advisory role, he is involved in an outside insurance business primarily focused on non-variable health insurance through Buttonwood Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary research and third-party resources.

Cameron Rutz is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Towne Park and AAA Parking. He is based in The Villages, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and an established alternative-investment offering.

Michael Gilbert is a Financial Consultant dedicated to understanding his clients' goals and assisting them in making informed financial decisions through the development of comprehensive financial plans and the application of suitable strategies. He has held multiple roles in the financial sector, including Investment Consultant at Fidelity Investment from 2022 to 2026, Fixed Income Specialist at Fidelity Investment from 2021 to 2022, and Investment Solutions Representative at Fidelity Investments from 2018 to 2021. Prior to that, he worked as a Premium Investment Specialist at Merrill Lynch from 2016 to 2018. His professional background encompasses investment consulting, fixed income specialization, and investment solutions, reflecting a broad experience in financial services. Outside of his professional work, Michael has personal interests which include concerts, family activities, football, golf, military service, and traveling.