Yvena Pouilh is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Primerica Advisors since 2004 and has prior experience at Wells Pharmacy Network, Abbott Rapid DX, and Integrated Resources Inc. Outside of her advisory role, she is co-owner of Tififi & Pachouko, LLC, a Caribbean grocery store and notary service in Ocala. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors along with some corporate and charitable clients. The firm offers advisory services through model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

David Fernquist is a CFP® professional with 36 years of industry experience, currently serving as an advisor at LPL Financial since 1998. He has involvement in a separate insurance business focused primarily on non-variable health insurance. 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 institutions, offering a range of financial planning and portfolio management options supported by extensive research and technology tools.

Cameron Rutz is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Towne Park and AAA Parking. He is based in The Villages, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed account services, offering a combination of brokerage, custody, and advisory solutions with a largely non-discretionary client relationship model supplemented by access to discretionary separately managed accounts.

Michael Gilbert is a Financial Consultant dedicated to understanding his clients' goals and assisting them in making informed financial decisions through the development of comprehensive financial plans and the application of suitable strategies. He has held multiple roles in the financial sector, including Investment Consultant at Fidelity Investment from 2022 to 2026, Fixed Income Specialist at Fidelity Investment from 2021 to 2022, and Investment Solutions Representative at Fidelity Investments from 2018 to 2021. Prior to that, he worked as a Premium Investment Specialist at Merrill Lynch from 2016 to 2018. His professional background encompasses investment consulting, fixed income specialization, and investment solutions, reflecting a broad experience in financial services. Outside of his professional work, Michael has personal interests which include concerts, family activities, football, golf, military service, and traveling.

Renee Springstead is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. for two years. 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 solutions, including model portfolios and third-party asset management, supported by a large network of advisors and diverse financial products.

Michael Sarsynski Jr. is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill for 23 years. Outside of his advisory work, he is involved in managing a family farm and rental property in Hadley, Massachusetts. 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 combines research and analytics with diversification principles and offers a range of brokerage and advisory solutions.

Courtney Mckee is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Ocala, FL. She has been with Raymond James in various capacities since 2015. Outside of her primary role, she is a partner in Agility Wealth Management Casper and is involved as an associate in related financial support firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Huddie Cheney III is a CFP® professional with 18 years of industry experience. He has worked exclusively at Structured Portfolio Solutions, LLC since 2007. The firm is an independent advisory serving clients with tailored portfolio management and financial planning services.

Brenda Ford is a certified public accountant and partner at Crippen, Trice, Ford, Torres, LLP, an accounting firm where she has worked since 1991. She has 26 years of experience in the financial industry. In addition to her accounting practice, she dedicates significant time to administrative functions, technical review, audits, and preparation of financial statements and tax returns. She is affiliated with CTF Financial Services, Inc., a firm with no active advisors.