Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Truist in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supported by third-party platforms 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 financial advisor with Independent Financial Partners, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James and Associates and Northwestern Mutual. Outside of his advisory role, he is also an agent with Crump Life Insurance Services, focusing on life, disability income, and long-term care insurance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She previously worked at BB&T Securities before joining Truist’s affiliated firms. Outside of her advisory role, she teaches yoga classes locally and participates in volunteer fundraising events for charities such as the Humane Society of Marion County and Interfaith. 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 and utilizes AI-enabled tools alongside traditional research to support its investment decisions.

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 CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2020, and previously held positions at Raymond James & Associates and Morgan Stanley. Outside of his advisory work, he owns and operates Stirling Food Systems, a cooking oil distribution business in Florida, focusing on logistics and inventory management. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm supports a large network of advisors and is notable for its retirement-plan advisory capabilities, including ERISA fiduciary services and partnerships providing trustee services.

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.

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.

Andrea Moser is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and previously owned and operated Uncommon Doormats LLC for 11 years. Andrea also has a concurrent role at Amerilife of Marion County. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Jeffrey Tucker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Tucker serves on the financial board of a local church, reviewing monthly financial statements and advising on charitable donations. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research while maintaining integrated service arrangements across its affiliated entities.

Jason Bingham is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Penn Mutual Life Insurance Company, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory role, he is active as an insurance agent with 1847Financial, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kyle Kay is a financial advisor at SPC with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC, he worked at AE Wealth Management and Assurity Retirement Solutions. Kay is also a principal partner in Sterling Wealth Management, a Florida-licensed life and health insurance agency. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other specialized account programs.

Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.

Paul W Hayes is a CFP® with 30 years of industry experience, currently serving as a financial advisor at PNC Wealth Management since 2009. His prior experience includes roles at Colonial Asset Management Inc. and Wamu Investments, Inc. He holds Series 63 and Series 65 licenses and is based in Ocala, FL. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Thomas Fontana is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its manager-selection programs and supervisory oversight.

David Perkins is a financial advisor with Truist Advisory Services in Ocala, FL. He holds a Series 66 credential and has been with Truist Investment Services since 2026. Prior to his current role, he was involved in various business operations including freight transportation and auto detailing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform and manager arrangements and offers specialized programs such as AMC Advantage for clients seeking third-party manager appointments.