George Levi is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and operates an e-commerce business selling cigars, humidors, and related accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Billy Malcolm is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and other firms. His background also includes roles outside of finance, such as work with WSP USA Services (FEMA) and the City of Tavares. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dale Camillo is a financial advisor with LPL Financial in Ocala, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with LPL Financial since 2007, following roles at Banc of America Investment Services and A.G. Edwards & Sons. Outside of his advisory work, he operates a travel agency under the name Land Sea or Air Travel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and supporting over 22,800 advisors nationwide.

Jessie Morgan is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Jessie worked at PFS Investments Inc. and held various roles in the automotive industry from 2016 to 2021. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily relies on model-based investment strategies managed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, focusing on delivering advisory services through client information gathering and model recommendations.

David Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Community Bank & Trust Of Florida, and Invest Financial Corporation. He is also the owner and financial advisor at Sensible Financial Solutions and works as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial arrangements.

Daniel Dowd is a financial advisor with LPL Financial in Wildwood, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Grove Point Advisors LLC, Securities America Advisors, Investacorp, and Kovack Advisors, as well as operating Dowd Financial Group since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, and institutional platforms, supported by advanced advisor tools and oversight of over $819 billion in discretionary assets.

Joshua Dunbar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked with LPL Financial and CAMPUS USA Credit Union since 2023 and has been associated with CAMPUS USA Credit Union since 2015, where he also serves as Assistant Manager and Notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocations.

Jessica Whitehurst is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. She holds roles at multiple entities including JLW Financial, LLC, and JOHNS VIERA, LLC, and previously worked at Womble Bond Dickson. Outside of financial advising, she provides accounting and tax services as an accountant at JOHNS BENSON & JOHNS CPAS, P.A. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Bessoni is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Cetera, and Regions Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory models, multi-asset portfolio strategies, and a centralized operational structure supporting a large client base.

Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Allison Norcutt is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2012, with a brief period at Sii Investments and Truist Investment Services prior to that. Norcutt operates under Fross and Fross Wealth Management, a DBA for her LPL business. 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 advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

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.

Scott McArthur is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he has ownership interests in FMC Real Estate and Scott McArthur, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

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.

John Meffert IV is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill from 2014 to 2024. He is a partner in Scroggie, Meffert Davis & Associates, a marketing practice affiliated with Raymond James, and is also involved as a partner in a business that operates their wealth management office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

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 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at JDA TSG, Jackson Hewitt, and PFS Investments Inc. She has also been involved in sales of non-investment products related to home security and mortgage referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary management with support from BNY Mellon Advisors and Pershing for trade execution and custody.