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.

Matthew Buckman is a Series 66-licensed financial advisor at Independent Financial Partners with eight years of industry experience. He previously worked at Raymond James and Associates and Northwestern Mutual. Buckman is also an agent with Crump Life Insurance Services, focusing on the sales and service of life, disability income, and long-term care insurance. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and more than $12.5 billion in assets under management. The firm offers decentralized investment advisory, financial planning, trust, and retirement-plan services, including specialized retirement-plan advisory and pension consulting capabilities.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at BB&T Securities before joining Truist and has been with Truist Advisory Services since 2019. Outside of her advisory role, she teaches yoga classes locally and participates in charity fundraising events through yoga partnerships. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver tailored investment solutions.

Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Wayne Hastad is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm uses a blend of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Michael Estevez is a financial advisor with Truist Advisory Services based in Ocala, FL. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Capital One Bank. Outside of his advisory work, he owns Greenstreet Mowing LLC, a lawncare business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Turner is a financial advisor with Truist Advisory Services in Ocala, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Truist and its predecessor organizations since 2012, including roles at BB&T and SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Hunter Bowen Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 26 years of industry experience. He has worked with Truist Advisory Services since 2016 and has been with Truist Investment Services, Inc. since 2009. 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 offers services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Brandon Roberts is a financial advisor with Independent Financial Partners in Ocala, FL, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley. Outside of finance, he is a business owner involved in operating Stirling Food Systems, a cooking oil distribution company in Florida. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a notable focus on retirement-plan consulting and formal compliance processes, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of finance, he serves as a rider coach for a motorcycle safety foundation in Ocala, teaching new riders and administering licensing exams. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, investment policy analysis, and fiduciary support.

Bradley Easom is a Series 66-registered financial advisor with PlanMember Securities Corporation, possessing 27 years of industry experience. He has worked at PlanMember since 2013 and serves on the City of Dunnellon Police and Fire Pension Board, a role he has held since 2007. Easom also manages Jay Easom, LLC, a firm focused on retirement, fixed insurance, and financial services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Dale Zamecki II is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist since 2014. Outside of his advisory role, he serves as Vice President of Well-Run Concepts Inc., a consulting business focused on aligning organizational performance and strategy, which is owned by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm emphasizes manager selection through a combination of discretionary and non-discretionary approaches, supported by inter-affiliate integration with related entities within the Truist network.

Gage Warren is a financial advisor with Lincoln Investment in Belleview, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Parsons Consulting Group and has a background in education spanning ten years. Outside of his advisory duties, he is involved in insurance and fixed annuity sales and assists with supplemental benefits enrollment. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Maryanne French is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and SunTrust Advisory Services prior to her current position at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Andrea Moser is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she was involved with Uncommon Doormats LLC for 11 years. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Yolanda Cintron is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2016 and Truist Investment Services, Inc. since 2012. 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, fiduciary support, participant advice, and a manager-selection program using third-party managers combined with discretionary and non-discretionary consulting.

Jeffrey Tucker is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its affiliated firms since 2015. He serves on the financial board of the Church of Hope in Ocala, FL, where he reviews monthly financial statements and participates in donation decisions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jason Bingham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and MassMutual Investors Services. Outside of advising, he is involved in insurance brokerage through 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is notable for its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.