Gage Warren is a financial advisor at Capital Analysts with four years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Parsons Consulting Group. In addition to his advisory role, Warren is also licensed to sell insurance and fixed annuities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides portfolio management through various programs and emphasizes discretionary investment decisions supported by an in-house investment management team.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Estate and Retirement Resources, Inc. In addition to his advisory role, Riley provides tailored insurance solutions to clients and estates as a registered insurance agent. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services that range from financial planning to managed account platforms and employing a fund-of-funds style investment approach using ETFs, mutual funds, and individual securities.

Benjamin Zaharias is a financial advisor at Gradient Securities, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at Central Florida Wealth Management, Inc. since 2005 and at Gradient Securities since 2012. Outside of finance, he is a martial arts instructor. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines SEC-registered advisory services with broker-dealer activities and regularly uses third-party managers while maintaining a non-discretionary investment approach.

Karen O Brien is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior work includes positions at Foresters Equity Services, Inc. and AXA Advisors. Outside of financial advising, she is a co-founder and partner of Artic Solar, Inc., and operates as an independent insurance agent specializing in Medicare insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s approach includes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis and supported by various managed account programs and platform tools.

Jacob Bevilacqua is a financial advisor at The AmeriFlex Group with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Cambridge Investment Research, Inc., Commonwealth Financial Network, and multiple healthcare organizations. Outside of advising, he is involved in healthcare through ownership and employment at related entities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, delivering solutions through a network of advisory affiliates and multiple program platforms.

Jennifer Chatterton is a financial advisor at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with B. Riley Wealth Management since 2012. Outside of her advisory role, she serves on the Grace Christian School Board, is immediate past president of the Ocala Women’s Network, coaches a senior cheerleading team for the Marion County Youth Football League, and is a board member of the Early Learning Coalition. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, third-party manager access, and financial planning services.

Stephen Lannigan is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014. Outside of his advisory work, he serves as a paid lacrosse official with the Florida Lacrosse Officials Association. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies.

Alexander Santa is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has prior work experience at PS Mortgage Lending, Secure Money Strategies, LLC, and AE Wealth Management, LLC. In addition to his advisory work, he is licensed as an insurance agent and sells various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach and provides portfolio management, model and third-party manager access, account monitoring, and retirement plan consulting services.

Roderick Hill is a financial advisor with Interactive Financial Advisors, holding a Series 65 designation and having 10 years of industry experience. He is also president and co-owner of SEA P A Financial Group Ltd, a tax practice specializing in individual, business, and fiduciary tax returns, as well as consulting in accounting, business management, and estate and trust tax planning. Hill has been involved with SEA P A Financial Group Ltd since 2005. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a multi-advisor network with various unique services and advisory programs.

Gabriel Umana is a financial advisor with Kestra Advisory Services in Ocala, FL, holding a Series 66 designation and less than one year of industry experience. Prior to entering the financial sector, he worked at Principal Financial Group and held roles outside finance including positions at Nike and Ross Inc., as well as self-employment in reselling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds, and supports its advice with due diligence on investment options.

Kenneth Nadeau is a financial advisor with Principal Financial Services in Ocala, FL, holding a Series 66 designation and 23 years of industry experience. He is the owner and president of Wealth and Income Strategies, Inc., and has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advisory work, Mr. Nadeau serves on multiple homeowners' association boards, is involved in leadership for a local BNI networking group, leads group CrossFit classes, and with his wife operates a business reselling vintage items on eBay. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bernadina Williams is a financial advisor with Principal Financial Services in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Principal Life Insurance since 2013. Outside of her advisory role, Williams serves in several community and nonprofit leadership positions, including board secretary roles for the North Central Florida Clarinet Choir and NAMI of Marion County, as well as chair of the Marion County Democratic Executive Committee and board member positions with the Salvation Army and United Way of Marion County. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Donna Mcphillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cetera Investment Services and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Colleen Lavon is a financial advisor with PNC Wealth Management in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Crawford Jr. is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Ocala, FL, and has five years of industry experience. He is also a joint owner of Assurity Retirement Solutions and owner of Pinnacle Retirement Advisors, LLC, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

David Wedderburn is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services, he was employed at V.Y. Star Credit Union and studied at Florida State University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA over a 13-year span. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael Stelogeannis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Outside of his advisory role, he is a managing member of M2C Group LLC, a rental property holding company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.