Veronica Vera is a financial advisor with Fidelity who holds a Series 66 designation and has six years of industry experience. Her prior work experience includes roles at TD Ameritrade and Rasmussen College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeremy Di Fiore is a financial advisor with Edward Jones in Summerfield, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Select Comfort/Sleep Number. Outside of financial advising, he is a freelance producer at Cinemachine Inc., a film and television production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. His career includes roles at J.P. Morgan Securities, Ameriprise, CUNA Mutual Group, and CUSO Financial Services. He operates a DBA, Florida Wealth Management, related to his 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Graham Rigby is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has held roles at Carillon Tower Advisers, Inc. and Eagle Fund Distributors prior to joining Raymond James, where he has worked since 2017. Rigby serves as co-chair of the UCF Tampa Alumni committee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions using a range of portfolio management styles and affiliated research.

Gregory Prevatt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley in various capacities since 2003, currently working with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Olivia Simmons is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience at Truist Bank and Publix. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Jarrod Council is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Prudential Insurance Company of America and service in the United States Air Force for 22 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG considerations within a broad range of investment strategies.

Patrick Kavanaugh is a financial advisor with Merrill, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Bank of America and Merrill since 2021 and previously spent over a decade with Fifth Third and its affiliated broker-dealer. Outside of his advisory role, he is the owner of The Bowl Bar LLC, a limited liability company based in Windermere, Florida. 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 supported by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sergio Burzotta is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and two years at Merrill. He owns Burzotta Wealth Management, an investment-related business based in Ocala. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad array of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, which clients may implement through various brokerage or advisory programs.

Charles Thompson is a CFP® and ChFC® financial advisor with Raymond James & Associates, bringing six years of industry experience. Prior to joining Raymond James in 2020, he spent 19 years at Munn's Sales & Service, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Rigby is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services through multiple portfolio management styles and affiliated research.

Jorge Vazquez is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 credential and has worked previously at Cetera Investment Services, Regions Bank, M&T Securities, and AXA Advisors. Vazquez also operates Vazquez Wealth Management, LLC, providing investment advice to local individuals and businesses. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Rose is a Wealth Management Advisor with over 24 years of progressive experience in retail, commercial, and wealth management. He focuses on full-service wealth management planning, asset management, and risk mitigation, assisting clients with portfolio management, retirement planning, business succession planning, 401(k) services, estate planning strategies, portfolio construction, and risk management through insurance, long-term care, and annuities. Michael holds a Bachelor's degree from Radford University and a Master's degree in Business Administration from the University of Florida. He maintains professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Outside of his professional activities, Michael enjoys baseball, boating, cooking, fishing, football, golfing, horseback riding, reading, tennis, and woodworking. He is affiliated with Merrill Lynch Wealth Management and resides in Ocala with his family.

Jason Woodall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, he offers property and casualty insurance through Woodall and Associates, LLC as a supplemental business activity. 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 solutions, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational tools.

Frederic Siyufy is a Senior Financial Advisor with Merrill Lynch Wealth Management based in The Villages, Florida. He began his financial services career in 1988 and has developed extensive experience managing individual wealth through multiple and complex market cycles. His primary focus includes investment planning for retirement, where he employs a comprehensive approach that starts with understanding each client's unique goals and needs. Frederic holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, he dedicates time to volunteering with community organizations, reflecting a commitment to the tradition of community involvement upheld by Merrill Lynch.

Richard Bowler is a financial advisor at Charles Schwab with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Charles Schwab, he worked at TD Ameritrade and Fidelity in various advisory roles. Outside of his advisory work, Bowler is a drummer in a band and coaches youth football. 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 separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Kevin Ledzian is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities for 17 years prior to joining Osaic in 2025. In addition to his advisory work, he is a chess coach providing private tutoring for both scholastic and adult students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.

Tyler Carver is a financial advisor with Raymond James & Associates, holding a Series 66 credential. He began his advisory role in 2026 and has previous experience at Hertz Global Holdings Inc., Bonita Endodontics, and Bed Bath & Beyond. Tyler is based in The Villages, FL. 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, charitable organizations, and municipal entities, offering financial planning and investment consulting through various specialized programs and research-supported strategies.

Robin Morgan is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and includes access to alternative investments through a dedicated due diligence process.