Matthew Davis is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Inverness, FL. He has eight years of experience with AE Wealth Management and has owned Davis Financial Group since 2012, where he is involved in the sale and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services such as model portfolio solutions, discretionary asset management, financial planning, and consulting, utilizing a platform-centered approach that combines internal and third-party managed models.

Anthony Capitano is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at LPL Financial, JP Morgan Securities, Charles Schwab, and Scottrade. He serves as a board member for the nonprofit Franklin’s Friends. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing third-party portfolio managers and personalized risk profiling.

Erin Rey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked with various Truist entities since 1995, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Richard Shaw is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Knopick is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at Rollins College for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ronald Wheeles is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as a notary public officiating weddings and other ceremonies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

David Merrick is a financial advisor with Edward Jones in The Villages, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nicholas Govola is a CFP® professional with five years of experience and currently affiliated with LPL Financial. He has worked at Infinex Investments, Inc. and Citizens First Bank prior to joining Seacoast Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Jared Kirby is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, he worked at Regions Bank and Cetera from 2014 to 2019. He serves as a board member of the College of Central Florida Foundation Inc., participating in its Finance and Investment committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through tailored, generally non-discretionary relationships, supported by a broad array of portfolio management styles and affiliated research.

Judy Armstrong is a financial advisor with LPL Financial based in Brooksville, FL. She holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Invest Financial Corporation and Principal Financial Services. Outside of her financial advisory work, Armstrong is involved with Toastmasters International as a volunteer and owns Lipton Design. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options delivered through a large network of investment adviser representatives.

Milton Caraway is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his financial advisory role, he is involved in raising cattle as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Christopher Cuccia is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior work includes 11 years with Prudential Insurance Company of America and Pruco Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytics and offers specialized planning services such as divorce and estate-settlement planning.

Kent Penney is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Investec Securities. Kent is based in The Villages, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Kyle Horsley is a CFP® professional associated with LPL Financial, bringing 10 years of industry experience. His career includes roles at Citizens First Bank and Infinex Investments Inc. He is based 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and client types.

Michael Johnson is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He previously worked at Crippen & Co for three years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

William Campbell Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Merrill, Infinex Investments, Citizens First Bank, and Seacoast Bank. He is currently based in The Villages, FL. 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 management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

Ricardo Serra is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Serra is involved in operating Signature Financial Solutions, LLC, which conducts securities investment advisory and insurance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization approaches.

Parker Brown is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously spent ten years at Brown Auto Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Erin Hendrickson is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and &Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Fitzpatrick is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Inverness, FL. He has been with Edward Jones for a total of 15 years across two periods and worked briefly at Cone Distributing, Inc. Fitzpatrick is also associated with Woodfields Sherman Holdings, LLC, a mechanical contracting business based in Ocala, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.