Ausra York is a financial advisor at Osaic with seven years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory role, she assists with bookkeeping and administrative duties at a family-owned fish farm and is a notary public. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Wendy Woods is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Alongside her financial career, she has been involved with Bikram Yoga Fort Collins since 2005. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies.

Jonathan Dunn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at Modern Woodmen of America and held roles at Walmart and McDonald's. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Marina Voblikova Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Carolyn Caffee is a financial advisor with Raymond James & Associates in Crystal River, FL. She holds Series 63 and Series 66 designations and has 33 years of industry experience. Carolyn has been with Raymond James & Associates since 1987. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal 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.

Renwick Brutus is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 32 years of industry experience. His prior work includes long tenures at Questar Asset Management and Woodbury Financial Services. Outside of his advisory work, he is involved in consulting and coaching through Achievement Resources, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment tools and multiple advisory platforms.

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.

Anthony Montemurro is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Ocala, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices nationwide.

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.

Tracy Alm is a CFP® professional with 27 years of experience, currently serving clients at Raymond James & Associates since 1999. She holds Series 63 and Series 65 licenses. Alm also acts as a lender for a personal loan to a family member involved in a rental real estate business. 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, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

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 in Beverly Hills, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at SunTrust Investment Services, Ameriprise, and Truist Investment Services. Outside of his advisory work, he is a minority owner of a family-run business involved in the sales and installation of bathroom fixtures. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, customizable strategies, and various program structures.

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.

Amy Mc Laughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, she serves as Treasurer and Director of the Citrus County Education Foundation, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.