Daniel Etheridge is a financial advisor with LPL Financial, holding a Series 66 license and over 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Capital City Banc, INVEST Financial Corporation, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he is the managing member of ETHERIDGE ENTERPRISES LLC, a real estate business, and serves as a Levy County Supervisor of Elections. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Pamela Grey is a financial advisor with Edward Jones in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Prior to joining Edward Jones in 2025, she worked with Raymond James Financial Services Advisors, Inc. for 14 years and operated independently through Fleishel Financial Associates, Inc. She is also the president and owner of Advancing Mind and Spirit LLC, where she writes a free monthly newsletter, promotes her book *Power Your Decisions*, and participates in speaking engagements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Michael Garlisi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2004. Garlisi serves on the finance and investment committee at Trinity Catholic High School in Ocala, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.