Brent Dorman is a financial advisor with Wells Fargo Clearing in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include over a decade at Morgan Stanley and its affiliates from 1997 to 2012. He serves as a trustee for several irrevocable trusts, a role outside of his advisory duties. Wells Fargo Advisors is a nationwide securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages significant assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform its diversified investment approach.

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 bringing 29 years of industry experience. He has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing and 11 years at A. G. Edwards & Sons, Inc. He also owns and operates Blankenship Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored client recommendations.

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.

Clay Palmer serves as the Senior Resident Director of The Villages Branch Office and as a senior advisor for The Palmer Group at Merrill Lynch. He works with affluent families, individuals, and business owners in Central Florida, focusing on financial strategies and wealth management services. His approach emphasizes understanding clients' needs to build comprehensive investment plans that integrate various aspects of their financial lives. Clay graduated from Auburn University with a degree in Mechanical Engineering and holds a Master's Degree in Business Administration from the University of Central Florida. Before joining Merrill Lynch Wealth Management in 2008 as a Financial Advisor, he held engineering and project management roles at Progress Energy, FL. His expertise includes portfolio construction, client reviews, and retirement analysis. Clay holds the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA) designations. Clay and his wife Jennifer reside in Lady Lake with their children. He engages in various personal interests including adventure sports, boating, fishing, football, golfing, reading, swimming, traveling, and spending time with his family.

Anthony Gould is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has concentrated on portfolio analysis and the development of customized wealth management plans, including social security planning. Anthony specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor’s Degree in Business Administration from the University of Central Florida and has earned several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Raised in Lady Lake, Florida, Anthony resides in Wildwood with his wife Kate and their children, Rylie and Bryson.

Patrick Fross is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. and Fross & Fross Financial. He also serves as Vice President and Wealth Advisor at Fross and Fross Wealth Management. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational purposes.

Leslie Rodriguez is a financial advisor at Charles Schwab with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Her tenure at Charles Schwab spans from 1999 to the present, including roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank. 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 SMA portfolios and a structured alternative investments program.

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.

Wayne Davies is a financial advisor with Cetera, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He is also a licensed attorney in Massachusetts and operates his own legal practice. His background includes extensive fiduciary roles and estate administration, serving as a personal representative and trustee in multiple capacities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Cesar Armas Crespo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Booking.com and Conduent. Outside of his advisory work, he manages GYMVERZE LLC, a business specializing in designing and printing custom logos on sports clothing. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Marci Exum is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2000, including recent roles at Reveille Wealth Management and Raymond James Financial. 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 consulting using risk profiling and advanced modeling tools, and supports clients through various advisory programs and partnerships.

Jose Torres is a financial advisor with LPL Financial in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 10 years with Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of strategic, tactical, and customized investment approaches.

Janine Klein is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and 33 years of industry experience. She has worked at UBS since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jena Sullivan is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2019 and previously was with LPL Financial and SII Investments. Outside her advisory role, she co-hosts a women's podcast and co-founded a networking group focused on personal and professional growth for women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm is notable for its large nationwide advisor network and affiliated financial services.

Andrew Goodwin is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from a diversified investable universe.

Jon Harper is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2011 and has served in multiple roles including Investment Consultant and Account Executive. Prior to joining Fidelity, Jon worked as a Financial Advisor with Commonwealth Financial Network and New York Life. Jon's professional experience spans over a decade in financial advisory roles, where he has focused on assisting clients in pursuing their financial goals. He emphasizes integrity and dedication in his work, aligning with Fidelity's trusted brand and investment options. Outside of his professional life, Jon enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits such as football, golf, and running.

Jody Schilling is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation. Prior to joining Edward Jones in 2025, Schilling served in the U.S. Navy for 30 years. 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, operating under a fiduciary standard.