Daniel Guenther is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 1987 until joining LPL Enterprise in 2024. Outside of his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Richard Sandy is a financial advisor with Cetera in Ocala, Florida, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he is president of Abacus Accounting & Tax Service, Inc., a firm providing accounting and tax services since 1996. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to a broad range of portfolio strategies and third-party managers.

William Blankenship II is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Kennedy III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved with Alexandra Lozano Immigration Law PLLC in a non-investment capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Alyssa Scoon Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of areas including general investing, retirement planning, and emergency savings. Additionally, Alyssa can connect clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Alyssa holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from The University of The West Indies. Her approach involves ongoing communication with clients to address evolving concerns and provide tailored advice as their financial needs change.

Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. Merrill, together 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.

Allan Hancock is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 57 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., and founding or leading multiple advisory and insurance-related businesses. Outside of his advisory work, he is involved with several insurance agencies dating back to the 1980s. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Elizabeth Moore is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Margaret Harcar is a Series 65-licensed financial advisor with 27 years of industry experience. She has worked primarily with Securities America from 1997 to 2024 before joining OSAIC in 2024. Outside of her advisory role, she sells vintage and used items on eBay through an online store. OSAIC is a multi-advisor platform serving a wide range of retail and institutional clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a diverse set of investment programs delivered through affiliated broker-dealer and RIA relationships.

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Jacob Anglehart is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Sherwin Williams for five years and Menards Inc for one year. He also has experience with The YMCA from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Marc Hallick is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he owns an aviation business that leases a Cirrus SR22 aircraft to a flight school for charters and rentals. 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 a range of financial planning and consulting services supported by proprietary research and multiple portfolio management strategies.

Steven Van Voorhees Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. Outside his advisory role, he is a commissioned notary in 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Jay Fratello is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. His prior experience includes roles at Morgan Stanley and A. G. Edwards & Sons, Inc. Outside of finance, he is involved in local soccer programs in Ocala, FL, including serving as a head coach and director of coaching, and holds ownership in sports-related businesses such as a soccer complex and a food truck. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

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.