Catherine Kirkland is a Series 66-licensed financial advisor with Edward Jones in Ocala, FL, and has three years of industry experience. She previously worked at CPS Investment Advisors and has experience in academia at Florida Southern College and Lake Sumter State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Lindy Brock is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with OSAIC since 2023 and Sagepoint Financial, Inc. since 2016. She holds roles at Elliott Wealth Management, LLC, including Executive Vice President of Practice Management and Senior Wealth Advisor, where she is involved in practice management, staff training, and wealth management advisory services. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advisory and brokerage programs.

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 licenses and bringing 18 years of industry experience. She joined Raymond James in 2019 after previous roles at Wells Fargo Clearing and Wachovia Bank. Outside of advising, she raises beef cattle for sale and assists with a family cabinet installation business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a range of portfolio management styles and supplements advice with proprietary research and model manager options.

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.

Paul Diaz is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Jackson Hewitt, Walt Disney Co, and Primerica Financial Services. Outside of advising, he serves as a city commissioner in Winter Springs, FL, owns a tax preparation business, operates a real estate brokerage and instructional service, and is an author. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.

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.

Stephanie Martin is a CFP®-designated financial advisor with Raymond James Financial in Ocala, FL, bringing 11 years of industry experience. She has held roles at Reveille Wealth Management since 2022 and has been with Raymond James Financial Services Advisors, Inc. since 2021. In addition to her advisory work, Martin is involved with an affiliated independent practice operating under the Reveille name. 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, institutions, and charitable organizations. The firm uses a tailored approach with analytical tools to support non-discretionary planning and investment consulting and has unique municipal advisory affiliations and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Robert Elstad is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked with Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Elstad is also an owner and instructor at 2A Mission Training, an outside business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Jane Fontaine is a CFP® and ChFC® with 44 years of industry experience. She has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services Inc, and previously spent 19 years at Axa Advisors, LLC. Fontaine serves on the boards of the Community Foundation Ocala/Marion County and Marion Senior Services. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations.

Kevin Ganus is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ganus has ownership in a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a broad range of planning services tailored to clients who meet a net-worth threshold.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Merrill, Advest, Inc., and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases in its investment approach.

Howard George III is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley in various capacities from 1988 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics while offering a broad range of financial products through affiliated bank and insurance entities.

Pamela Grey is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Outside of her advisory role, she is the president and owner of Advancing Mind and Spirit LLC, through which she writes a free monthly newsletter and promotes her book, *Power Your Decisions*, at book fairs and speaking events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Tucker Woods is a Series 66 licensed financial advisor with LPL Financial, based in The Villages, FL, with three years of industry experience. He has held roles at Fross and Fross Wealth Management and has worked at the University of Florida and The Villages High School. 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 portfolio programs, third-party asset management, and institutional platforms.

Michael Garlisi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2004. Garlisi serves on the finance and investment committee at Trinity Catholic High School in Ocala, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Duwayne Boettcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments and Kernel Software Inc. Outside of his advisory role, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various management platforms and proprietary model strategies under the Founders Gate Capital brand.

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.