Wayne Hastad is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm uses a blend of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

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 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of finance, he serves as a rider coach for a motorcycle safety foundation in Ocala, teaching new riders and administering licensing exams. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, investment policy analysis, and fiduciary support.

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.

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.

Gregory Stevens is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a volunteer member of the Finance and Investment Committee at Blessed Trinity Catholic Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Garrett Suydam is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing for four years and has been with Raymond James & Associates for a combined total of ten years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hadielis Neira Hernandez is a financial advisor at Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Bank, N.A. for 11 years. She also serves as a power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning areas. Advisors at the firm deliver tailored recommendations using Wells Fargo’s research and planning tools, with implementation options available through various brokerage or advisory programs.

Yvonne Emeric is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining Raymond James in 2019. Outside of her advisory role, she is an independent contractor for Young Living Essential Oil Company, where she earns commission through a team-based educational sales structure. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Brian Casey is a financial advisor with LPL Financial in Ocala, FL, holding the Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advising, he owns Jen Homes LLC. 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 variety of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Cellura is a financial advisor at Cetera with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is co-owner and operator of Fortress Drywall LLC. Cetera is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform.

Stephen Fricke is a financial advisor with Raymond James & Associates in Ocala, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 26 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, providing financial planning and investment consulting through various programs and affiliated research resources.

Jaclyn Klotz is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Regions Bank. Raymond James & Associates oversees approximately $501 billion in assets and serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and firm research to support its advisory services.

Stephen Spires is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spires is based in Ocala, Florida. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Minor Bond III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Trinity Catholic High School for 13 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Derby Bernadel is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2019, he worked at Mondelez International from 2013 to 2019. Merrill, along 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.