Kevin Marriott is a financial advisor with UBS Financial Services in Gainesville, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at UBS since 2015. Outside of his advisory role, he owns Dappa Motorsports, an aftermarket car parts business, and Dappa Health & Fitness, which offers personal training services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Katherine Gross is a financial advisor with Thrivent Investment Management in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she serves as Chair of the Stewardship Committee at First Lutheran Church, where she is involved in planning and promoting the congregation’s annual giving programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial analyses and planning without discretionary trading authority and emphasizes ongoing plan reviews while keeping planning separate from managed-account services.

David Hanson is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Hanson serves on finance councils for the Diocese of St. Augustine and St. Francis Catholic Academy, providing input on financial decisions and budgets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Walker is a financial advisor at Edward Jones in Gainesville, FL, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, he and his wife own a single-family home that they rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Jonathan Monesar is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies by understanding what matters to his clients and their families. Jonathan's expertise includes general investing, retirement planning, and preparing for unexpected expenses. As a Merrill Financial Solutions Advisor, he takes time to engage with clients to discuss their goals, concerns, and questions, providing ongoing advice as their needs evolve. He holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Cynthia Watson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds a Series 66 designation. She has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Nichole Wilcox is a financial advisor at Edward Jones with two years of industry experience. She previously worked for Superior Credit Union Inc. for ten years. Wilcox also serves as a peer tutor assisting college students with business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by an extensive nationwide network of advisors and branch offices.

Francis Flores is a CFP® professional at Raymond James & Associates with 16 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, advisory, and institutional consulting services.

Luke Avizinis is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017, based in High Springs, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Ernest Watson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to manage approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Carr Jr. is a financial advisor with UBS Financial Services in Gainesville, FL, holding a Series 66 designation and having 29 years of industry experience. He has worked with UBS since 2015. Carr serves on the board of directors for the Climb For Cancer Foundation, a nonprofit focused on fundraising for cancer patients and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and multiple capital markets solutions.

Tina Arpaia McCann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with NewULife, a homeopathic HGH production and sales company, where she participates as a distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Broska is a financial advisor with Edward Jones in Gainesville, Florida, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent 15 years at the University of Florida. Outside of his advisory role, he works as a college basketball official and serves as president of the BNI Lunch Bunch networking group in Gainesville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national advisor and branch network and offers additional services such as tax-efficient overlays and securities-based lending.

Mark Sullivan is a financial advisor with Stifel in Gainesville, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior firms include Morgan Stanley Private Bank, where he worked from 2015 to 2017, before joining Stifel Nicolaus & Co Inc in 2017. Outside of financial advising, he is involved in farming through Sullivan Farms, LLC, which focuses on cattle and hay sales, and serves as president of multiple homeowners associations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Toops is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. He previously worked at CUSO Financial Services, SWBC Investment Company, SWBC Investment Services, and Wells Fargo Clearing. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Reagan Potts is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gainesville, FL, Potts holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Dustin Smith is a financial advisor with Merrill in Gainesville, FL, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America, Prudential Insurance Company of America, Equitable Advisors, and the International Monetary Fund. Outside of finance, he is involved as an owner of Moon Tree Farm, a family-operated business offering wellness retreats and handcrafted goods. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment approach includes diverse strategy options overseen by a central investment office, with tax-focused capabilities and integration with Bank of America’s broader financial platform.

Gregory Grooms is a CFP® with 32 years of industry experience, currently affiliated with Charles Schwab in Gainesville, Florida. He has worked at Charles Schwab since 2016 and previously spent 17 years at 1st Global Advisors Inc and five years at Davis-Monk Financial Group, INC. Outside of his advisory work, he is a member manager of MHS Partners LLC, a limited liability company used for administrative and payroll purposes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Amanda Payne is a financial advisor with Ameriprise in High Springs, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2009 and also owns and operates Snelgrove Enterprises, a tax preparation and bookkeeping business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Tyler O Neill is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at GIA Partners, LLC. His background also includes positions outside the industry, such as roles at Crate and Barrel and North Hempstead Country Club, as well as involvement with Bramalo's Pizzeria. 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, pension plans, corporations, and charitable organizations.