Christopher Turner is a financial advisor with Truist Advisory Services in Ocala, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Truist and its predecessor organizations since 2012, including roles at BB&T and SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a rider coach for the Motorcycle Safety Foundation, teaching motorcycle riding skills in Ocala, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support investment decisions.

Amy Delapaz is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials, bringing 19 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2013. Outside of her advisory role, she assists with the management and administrative support of her husband’s veterinary practice. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by affiliated broker-dealer and banking services.

Bradley Easom is a Series 66-registered financial advisor with PlanMember Securities Corporation, possessing 27 years of industry experience. He has worked at PlanMember since 2013 and serves on the City of Dunnellon Police and Fire Pension Board, a role he has held since 2007. Easom also manages Jay Easom, LLC, a firm focused on retirement, fixed insurance, and financial services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Maryanne French is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and SunTrust Advisory Services prior to her current position at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Andrea Moser is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and previously owned and operated Uncommon Doormats LLC for 11 years. Andrea also has a concurrent role at Amerilife of Marion County. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Yolanda Cintron is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2016 and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program using third-party managers combined with discretionary and non-discretionary consulting.

Jeffrey Tucker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Tucker serves on the financial board of a local church, reviewing monthly financial statements and advising on charitable donations. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research while maintaining integrated service arrangements across its affiliated entities.

John Hodgkins II is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Parkland Securities since 2020, following positions with SunTrust Bank and related entities from 2013 to 2020. Outside of his advisory role, he serves on the boards of the YMCA Advisory Council in Lecanto, the Crystal River Area Council of the Citrus County Chamber of Commerce, and the Fellowship of Christian Athletes of Citrus County. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.

Paul W Hayes is a CFP® with 30 years of industry experience, currently serving as a financial advisor at PNC Wealth Management since 2009. His prior experience includes roles at Colonial Asset Management Inc. and Wamu Investments, Inc. He holds Series 63 and Series 65 licenses and is based in Ocala, FL. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Thomas Fontana is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its manager-selection programs and supervisory oversight.

David Perkins is a financial advisor with Truist Advisory Services in Ocala, FL. He holds a Series 66 credential and has been with Truist Investment Services since 2026. Prior to his current role, he was involved in various business operations including freight transportation and auto detailing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform and manager arrangements and offers specialized programs such as AMC Advantage for clients seeking third-party manager appointments.

William Mcleod Jr. is a financial advisor with Mass Mutual Investors Services in Ocala, FL, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2005. Mcleod serves on the board of the Bay Laurel Center Community Development District. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with financial planning structured as collaborative, annual engagements using firm-approved tools.

Shannon Vinsonhaler is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation. Vinsonhaler has prior experience in various roles, including positions at Superior Residences of Lecanto, Sunshine Gardens, and Crystal Automotive, as well as self-employment from 2019 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Barbara Stetzko is a CFP® with 30 years of industry experience currently serving with OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services and Questar Asset Management. She is president of The Financial Sense People, LLC, which provides services including insurance, income tax, and divorce financial planning. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm emphasizes a structured investment approach with tools for asset allocation, risk assessment, and automated portfolio management, supporting both discretionary and non-discretionary accounts.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Justin Brashear is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked at Healthtrust Workforce Solutions and Citrus Memorial Hospital. Brashear is also the owner of Brashear's Vital Care Corp, a pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and maintains a large national network of advisors and branch offices.

John Selby is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in real estate activities, including property flipping and ownership of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Joyce Carlucci is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. She is a passive owner of two limited liability companies associated with her family's business interests. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.