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.

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.

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.

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.

Matthew Romano is a financial advisor with Lincoln Investment in Ocala, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Lincoln Investment since 2017 and also works with The Gabor Agency. Prior to that, he was affiliated with Mutual of America Securities LLC and Mutual Of America Life Insurance Company from 2014 to 2016. 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 employs a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and offers both discretionary and non-discretionary programs.

Kyle Kay is a CFP® with seven years of industry experience, currently affiliated with SPC in Ocala, FL. His prior roles include positions at Parkland Securities LLC, 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 range of clients including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary investment advice through a large network of advisors using multiple account programs and maintains close affiliations with broker-dealers and insurance agencies.

Paul W Hayes is a financial advisor at PNC Wealth Management with 30 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Hayes has been with PNC Investments since 2009, bringing over a decade of service within the firm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

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.

Raul Fernandez is a Series 65-licensed financial advisor with Equity Services, Inc. in Ocala, Florida, and has two years of industry experience. He has been involved with the Knights of Columbus since 2013 as a volunteer mentor. Outside of advisory work, he is engaged in woodworking and 3D printing as a business owner. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Casey Moag is a financial advisor with Bankers Life Advisory Services, Inc. based in Ocala, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to develop tailored asset allocations and offers customized portfolio management across a range of securities.

Gustavo Cala is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 credentials and 13 years of industry experience. He is the owner of Cala Financial Group, LLC, and a partner in Shark Signs and Shark Signs Installations, a business involved in electrical signage projects. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and manages most of its assets on a non-discretionary basis.

Geri Scott is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of advisory work, she is an independent travel agent with Evolution Travel, a role she has held since 2018. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and custodians to implement its investment models and operates under a tiered wrap-fee structure.

James Fesperman is a financial advisor with Equitable Advisors in Ocala, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Mortgage, and Blackston Financial Group. He is also the managing member of Rising Sun Home Care, LLC, an assisted living and home care business. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities, providing financial planning, insurance distribution, and access to third-party asset management programs through both advisory and brokerage services.