Veronica Vera is a financial advisor with Fidelity who holds a Series 66 designation and has six years of industry experience. Her prior work experience includes roles at TD Ameritrade and Rasmussen College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. His career includes roles at J.P. Morgan Securities, Ameriprise, CUNA Mutual Group, and CUSO Financial Services. He operates a DBA, Florida Wealth Management, related to his LPL business. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Dawn Maurer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2004 and previously operated Maurer Inc. Outside of her advisory role, she has performed part-time data entry work as a contractor for WCC, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Andrew Breese is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brenda D'arville is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked at various Raymond James entities since 2011 and was involved with DW Commercial Property, LLC from 2019 to 2023. Outside of her advisory role, she owns and manages D'Arville & Co., Inc., providing tax preparation and business management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Erin Hendrickson is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and &Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Mathew Witherow is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served on the Marion County School Board for 12 years. Outside of his advisory role, he is a director of Suncoast Business Masters, a local business organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Brian Fitzpatrick is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Inverness, FL. He has been with Edward Jones for a total of 15 years across two periods and worked briefly at Cone Distributing, Inc. Fitzpatrick is also associated with Woodfields Sherman Holdings, LLC, a mechanical contracting business based in Ocala, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Neville Melvin is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at SunTrust Investment Services, Truist Advisory Services, Ameriprise, and Merrill. He is a minority owner of a family-run business involved in the sales and installation of bathroom fixtures, though he is not involved in its management. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with options ranging from model portfolios to bespoke strategies across discretionary and non-discretionary accounts.

Robert Carte is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Edward Jones, Carte worked at Cetera Wealth Services, Collier Jernigan & Goedert PA, Avantax, and 1ST Global Advisors, among other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Mark O'Connell is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked for Crown Capital Securities, LP for 12 years and has operated O'Connell Financial since 1987. 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 financial planning and advisory services including model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Chris Nelson is a CFP® professional with 30 years of experience in the financial services industry. He is currently with OSAIC, having joined in 2023, and previously worked at SagePoint Financial and Valley Bank and Trust. Outside of his advisory role, he is involved as a partner or president in agricultural and business ventures including Nelson Brothers Farms and Three Pheasants, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various investment platforms and third-party manager access. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Ryan Duke is a financial advisor with Merrill in Crystal River, FL, holding a Series 66 license and two years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He has also worked in the hospitality and retail sectors, including at Surf Hut and Polo Ralph Lauren. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Grecco is a financial advisor at Cetera with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Cuna Brokerage Services, Inc. and Suncoast Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Kim Pruitt is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63, 65, and 66 designations and has previously worked at Cuna Mutual Group, Cuna Brokerage Services, Inc., and UBS Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

James Park is a financial advisor with Edward Jones in Lecanto, FL. He holds the Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked in various roles including at the Diocese of St. Petersburg, Citrus County School District, and the Kentucky Department of Corrections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Timothy De Bruyn is a financial advisor with Edward Jones in Inverness, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he operated DeBruyn Family Chiropractic, Inc. from 2017 to 2019 and worked at Physicians Group LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Jarrett Krienes is a financial advisor with LPL Financial in Crystal River, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Merrill. He is also associated with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a variety of investment strategies and operational technologies.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Lisa Esteves Dixon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. She is based in Inverness, FL, and holds a Series 63 license. Outside of her advisory work, she is the owner of Intercept, Close Quarter Combat Inc., a tactical training company connected to law enforcement and security education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.