Thomas Brinker is a financial advisor with Edward Jones in Ocala, FL, holding Series 66 and Series 63 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors.

William Spell III is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Wells Fargo Clearing and Edward Jones. Outside of advising, he is involved as managing member of an occasional charter service that uses professional captains. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Lance Larkin is a financial advisor with Charles Schwab, holding a Series 66 credential and bringing 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, 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, supported by multi-asset model portfolios and centralized operational infrastructure.

John Ivory Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he serves as CEO of Ocala 4 Football, a nonprofit organization focused on developing local youth football players and enhancing their exposure to college programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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.

Catherine Harris is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 22 years of industry experience. She previously worked at Ameriprise Financial Services and Blueprint Wealth Management. Outside of her advisory role, she is a commissioned notary in The Villages, Florida. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kathy Schickerling is a financial advisor at Ameriprise with 35 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons. Her tenure at Ameriprise spans over a decade across multiple affiliates of the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that focus on written recommendations and ongoing planning for dependable income and tax-aware withdrawal strategies.

Christina Depalma is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Merrill Lynch, Prudential Insurance Company of America, and LPL Enterprise, LLC. She is also involved with Griswold Home Care for Ocala & The Villages and Ahavah va Avodah Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by third-party asset managers. The firm operates with approximately 3,935 advisors and manages around $15.5 billion in assets under management.

Mark Dickerson is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Destiny Wealth Partners, FSC Securities Corporation, and Morgan Stanley. He also owns Divorce Financial Analysis, LLC, a business focused on financial analysis related to divorce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Payne is a financial advisor with Ameriprise in Leesburg, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Payne serves on the Board of Directors for New Vision for Independence, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies within a defined investment framework.

Trevor Hubbard is an Investment Consultant at Fidelity Investments. In his role, he partners with new and existing clients to assist with retirement planning and provide investment guidance. He has experience working as a Financial Representative at Fidelity Investments from 2023 to 2026 before advancing to his current position in 2026. The biography does not include information about his education, credentials, personal interests, or community involvement.

Celestin Martin is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals and unique financial situations. He emphasizes clarity, relevance, and actionable strategies in his approach to financial consulting. Prior to joining Fidelity, Celestin worked as a Financial Consultant Partner at Charles Schwab from 2017 to 2020. His professional experience encompasses advising clients on financial matters and helping them navigate their financial objectives. Outside of his professional career, Celestin has interests in boating, fitness, parenthood, sailing, soccer, and traveling.

Ross Davis III is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Bank of America, Merrill, and Morgan Stanley. Davis is a partner in a local business venture related to office space and is involved in a financial advising marketing support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations in municipal and public finance.

Samantha Cook is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has built her career at Fidelity over 19 years, holding roles including Financial Consultant, Relationship Manager, Investment Solutions Representative, Financial Representative, Defined Benefits Representative, and Workplace Service Associate. Her professional experience encompasses a broad range of responsibilities within the financial services industry, with a focus on helping clients work toward their investment goals. Samantha emphasizes a team approach to creating a comfortable lifestyle for clients throughout their retirement years. Outside of her professional role, Samantha is engaged in family activities, fitness, photography, running, traveling, and volunteering.

Gabriel Roque is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Charles Schwab, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Charles Schwab 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 provides a combination of non-discretionary and discretionary investment management supported by centralized custody and trading operations.

Richard Peck is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with Cetera Advisors LLC since 2015 and with Cetera Investment Advisers since 2024. In addition to his advisory role, he operates a private client group under a DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Juanita Stephens is a financial advisor with Ameriprise who holds a Series 63 designation and has 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 1984 and worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved as a member and manager in Mansa Musa Partners and Mansa Musa Operations, which provide administrative and operational support. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, primarily for assets held in Ameriprise Managed Accounts, and supports a broad range of advisory, brokerage, and insurance solutions.

Devon Ferdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advisory work, he is a notary public in The Villages, FL. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.