Paul Diaz is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Jackson Hewitt, Walt Disney Co, and Primerica Financial Services. Outside of advising, he serves as a city commissioner in Winter Springs, FL, owns a tax preparation business, operates a real estate brokerage and instructional service, and is an author. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.

John Larsen is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in various roles within the financial services industry, including positions such as Private Client Financial Advisor and Private Client Banker at JP Morgan Chase from 2019 to 2021. Prior to these roles, he held several positions at Fidelity Investments, including Financial Representative, Client Relationship Manager, and Investment Solutions Representative between 2016 and 2019. John focuses on understanding his clients' financial objectives and partnering with them to develop customized financial plans. His approach centers on integrity and a desire to help clients reach their financial goals.

Stephanie Martin is a CFP®-designated financial advisor with Raymond James Financial in Ocala, FL, bringing 11 years of industry experience. She has held roles at Reveille Wealth Management since 2022 and has been with Raymond James Financial Services Advisors, Inc. since 2021. In addition to her advisory work, Martin is involved with an affiliated independent practice operating under the Reveille name. 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, institutions, and charitable organizations. The firm uses a tailored approach with analytical tools to support non-discretionary planning and investment consulting and has unique municipal advisory affiliations and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Robert Elstad is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked with Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Elstad is also an owner and instructor at 2A Mission Training, an outside business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Jane Fontaine is a CFP® and ChFC® with 44 years of industry experience. She has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services Inc, and previously spent 19 years at Axa Advisors, LLC. Fontaine serves on the boards of the Community Foundation Ocala/Marion County and Marion Senior Services. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations.

Kevin Ganus is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ganus has ownership in a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a broad range of planning services tailored to clients who meet a net-worth threshold.

Gregory Panjian is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he is associated with the Western Mass Investment Club, an investment club based in Feeding Hills, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Burzotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Merrill, Advest, Inc., and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases in its investment approach.

Howard George III is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley in various capacities from 1988 to 2014. 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 brokerage and advisory solutions, leveraging research and analytics while offering a broad range of financial products through affiliated bank and insurance entities.

Pamela Grey is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Outside of her advisory role, she is the president and owner of Advancing Mind and Spirit LLC, through which she writes a free monthly newsletter and promotes her book, *Power Your Decisions*, at book fairs and speaking events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Tucker Woods is a Series 66 licensed financial advisor with LPL Financial, based in The Villages, FL, with three years of industry experience. He has held roles at Fross and Fross Wealth Management and has worked at the University of Florida and The Villages High School. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Garlisi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2004. Garlisi serves on the finance and investment committee at Trinity Catholic High School in Ocala, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Duwayne Boettcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments and Kernel Software Inc. Outside of his advisory role, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Christopher Ruppel is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients who are either new to Fidelity or new to working with the branch, focusing on retirement planning and investment guidance. He has been with Fidelity Investments since 2016, serving in various positions including Planning Consultant (2020-2023), Relationship Manager (2019-2021), Central Relationship Manager (2018-2019), College Planning (2017-2018), and Financial Representative - Full Trader (2016-2017). This progression reflects his experience across multiple aspects of financial planning and client relationship management.

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.

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.