Christopher Cahill is a financial advisor with Edward Jones in Williston, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. His work history includes roles at Lincoln Financial Advisors and several other firms prior to joining Edward Jones. Cahill also utilizes a debt management software tool to assist younger clients with managing their debts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

John Anastasia Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, Merrill, and Advest, Inc. Outside of advising, he is involved as a managing member in multiple non-investment businesses, including a men’s health firm and a restaurant group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining scale with diverse financial services.

David Nettles is a Series 66 licensed advisor with Edward Jones, based in Williston, Florida, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, access to separately managed accounts, and affiliated mutual funds.

Michelle Rafferty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp and Capital City Banc. 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 and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and operational tools.

Joshua Dunbar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked with LPL Financial and CAMPUS USA Credit Union since 2023 and has been associated with CAMPUS USA Credit Union since 2015, where he also serves as Assistant Manager and Notary. 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 management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocations.

Samuel Boyle is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Vetted Security Solutions and served six years in the United States Army. Boyle is a board member of Boyle Construction Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing over $1 trillion in assets.

Scott Tomaszewski is a financial advisor at Raymond James & Associates based in Ocala, FL, holding a Series 66 designation with seven years of industry experience. He previously worked at TS Trading Systems and TS Trading Systems, Inc. from 2010 through 2023. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research resources.

Alexander Green Ortiz is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has previously worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors. Outside of advisory roles, he operates an insurance agency focused on health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Graham Rigby is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has held roles at Carillon Tower Advisers, Inc. and Eagle Fund Distributors prior to joining Raymond James, where he has worked since 2017. Rigby serves as co-chair of the UCF Tampa Alumni committee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions using a range of portfolio management styles and affiliated research.

Sergio Burzotta is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 22 years of industry experience. His career includes over a decade of service within various branches of Wells Fargo. He is also the owner of Burzotta Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools across a broad range of financial needs.

Gary Rigby is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services through multiple portfolio management styles and affiliated research.

Kevin Ledzian is a financial advisor with OSAIC, holding the Series 63 designation and bringing 28 years of industry experience. Prior to joining OSAIC in 2025, he spent 17 years at Lincoln Financial Securities and has also been active with Ledzian & Associates since 1998. Outside of his advisory work, he coaches chess in a structured setting, providing private tutoring to both scholastic and adult learners. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services with multiple investment platforms and third-party solutions.

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.

Andrea Slaughter is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 credential and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by extensive research and model manager options.

Alejandra Cabrera is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brandon White is a CFP® with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held previous roles at Merrill, Bank of America, and Raymond James. 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 centralized due-diligence framework.

Austin Vealey is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Lincoln Financial Securities and J.W. Cole Advisors. Outside of his advisory work, Vealey is the owner of Acorn Tax and Wealth Advisors, where he provides tax analysis and consulting services for small businesses and individuals. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, financial planning, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Shepard III is a financial advisor with Raymond James & Associates in Ocala, Florida, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he serves as Director of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners with food, housing, and job support, and he is a board member of The Gannett House - First Amendment Museum in Augusta, Maine. 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 charitable organizations, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Luis Vera is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Lincoln Investment, Capital Analysts, and Ameris Bank. He is also involved with Seacoast Bank alongside his advisory work. 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, and institutional platforms.

Jody Schilling is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation. Prior to joining Edward Jones in 2025, Schilling served in the U.S. Navy for 30 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.