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.

Ryan Duke is a financial advisor with Merrill in Crystal River, FL, holding a Series 66 license and two years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He has also worked in the hospitality and retail sectors, including at Surf Hut and Polo Ralph Lauren. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Grecco is a financial advisor at Cetera with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Cuna Brokerage Services, Inc. and Suncoast Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

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.

James Park is a financial advisor with Edward Jones in Lecanto, FL. He holds the Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked in various roles including at the Diocese of St. Petersburg, Citrus County School District, and the Kentucky Department of Corrections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jarrett Krienes is a financial advisor with LPL Financial in Crystal River, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Merrill. He is also associated with Suncoast Credit Union in an investment-related capacity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a variety of investment strategies and operational technologies.

Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Cynthia Spinning is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Primerica Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Mc Connaughey is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Pavion and has experience in web development and small business ownership, including managing an Etsy shop and a party services company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Douglas Reeb is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients establish holistic financial plans that may include tax-efficient investing strategies. He emphasizes transparency, experience, and trustworthiness in his approach to guiding clients toward their financial goals. Prior to joining Fidelity, Douglas worked as a Senior Financial Advisor at Merrill Lynch from 2010 to 2022. His professional experience spans over a decade in financial advisory services, where he has developed expertise in investment planning and client education. Douglas is committed to supporting clients through a code of ethics and effective investment options provided by Fidelity. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Pamela Grey is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Outside of her advisory role, she is the president and owner of Advancing Mind and Spirit LLC, through which she writes a free monthly newsletter and promotes her book, *Power Your Decisions*, at book fairs and speaking events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.