Leslie Rodriguez is a financial advisor at Charles Schwab with 26 years of industry experience and holds Series 63 and Series 66 designations. She has been with Charles Schwab since 1999, including roles at Charles Schwab Bank and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational resources.

Alejandra Torres is currently a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain customized financial plans tailored to clients' short- and long-term goals. She emphasizes understanding clients' priorities and works closely to identify strategies aligned with their objectives. Alejandra focuses on building and maintaining strong relationships through ongoing plan reviews and consistent communication. Her professional experience includes roles as a Relationship Manager and Financial Services Representative at Fidelity Investments, as well as a Personal Banker at Wells Fargo Bank. These positions have provided her with a foundation in financial services and client relationship management. Outside of her professional work, Alejandra enjoys food, tennis, and traveling.

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 at Cetera with 28 years of industry experience. He holds the CFP® and ChFC® designations and has a legal background as an attorney licensed in Massachusetts, where he represents clients and prepares tax returns. In addition to his financial advisory work, he serves as a personal representative and trustee in various fiduciary roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program and custodial structures.

Cesar Armas Crespo is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021, and Charles Schwab Bank, SSB since 2023. Prior to his financial career, he held positions at Booking.com and several other companies. Outside of finance, he manages a business that designs and prints custom logos on sports clothing. Charles Schwab & Co., Inc. serves a large client base of 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Marci Smith is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2000. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jose Torres is a financial advisor with LPL Financial in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Janine Klein is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Based in Delray Beach, FL, she provides advisory services as part of a large institutional firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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 with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and serves multiple registered investment companies and model portfolio platforms.

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.

Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Guenther engages in the sale of property and casualty insurance products as an additional business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Richard Sandy is a financial advisor with Cetera in Ocala, FL, holding a Series 63 credential and over 28 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. Outside of his advisory role, Mr. Sandy is president of Abacus Accounting & Tax Services, Inc., a firm providing accounting and tax services since 1996. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of independent advisors nationwide.

William Blankenship II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Robert Kennedy III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved with Alexandra Lozano Immigration Law PLLC in a non-investment capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jeffrey Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate complex financial situations such as managing concentrated stock positions, planning for retirement, handling inheritances, and managing the sale of a business. Jeffrey also provides access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking convenience. He collaborates with clients’ external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Jeffrey's client focus areas include college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in Mathematics from Florida Southern College, where he contributed to winning two national baseball titles. Jeffrey has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). In his personal life, Jeffrey enjoys golfing, racquetball, tennis, and reading. He has coached little league and softball and participates in a racquetball league at the YMCA, as well as playing pickleball and tennis.

Alyssa Scoon Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of areas including general investing, retirement planning, and emergency savings. Additionally, Alyssa can connect clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Alyssa holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from The University of The West Indies. Her approach involves ongoing communication with clients to address evolving concerns and provide tailored advice as their financial needs change.

Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. 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 individuals, high-net-worth clients, and institutional investors.