Gerald Plachta is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and has operated JP Financial Wealth Consultants, LLC, an independent insurance agency providing life and long-term care insurance and annuities, since 2012. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, utilizing programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager solutions. The firm provides suitability-driven advice tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Estate and Retirement Resources, Inc. In addition to his advisory role, Riley provides tailored insurance solutions to clients and estates as a registered insurance agent. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services that range from financial planning to managed account platforms and employing a fund-of-funds style investment approach using ETFs, mutual funds, and individual securities.

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with ChFC® and Series 63 designations. He has been in the industry since 2016, previously working at American Senior Benefits and ASB Financial. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm operates a network of 169 advisors across 154 offices and employs a blend of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Benjamin Zaharias is a financial advisor at Gradient Securities, LLC with 23 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at Central Florida Wealth Management, Inc. since 2005 and at Gradient Securities since 2012. Outside of finance, he is a martial arts instructor. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines SEC-registered advisory services with broker-dealer activities and regularly uses third-party managers while maintaining a non-discretionary investment approach.

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

David Zupek is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Concorde and related entities since 2012 and founded Tada Wealth Advisors, Inc., where he continues to be active. Zupek also provides tax planning and estate-related services through Foremost Financial Planning, Inc. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external resources, and provides a range of services including alternative investment options and ERISA-compliant fiduciary advice.

Karen O Brien is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior work includes positions at Foresters Equity Services, Inc. and AXA Advisors. Outside of financial advising, she is a co-founder and partner of Artic Solar, Inc., and operates as an independent insurance agent specializing in Medicare insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s approach includes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis and supported by various managed account programs and platform tools.

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Brady Nelson is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked in real estate and insurance, including roles at REAL Broker LLC and ownership of an insurance agency, Holistic Financial. Nelson’s background includes assisting clients with real estate transactions alongside his advisory duties. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios and provides a range of strategies from conservative allocations to options writing, managing approximately $1.55 billion in assets across 83 advisors.

Jacob Bevilacqua is a financial advisor at The AmeriFlex Group with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Cambridge Investment Research, Inc., Commonwealth Financial Network, and multiple healthcare organizations. Outside of advising, he is involved in healthcare through ownership and employment at related entities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, delivering solutions through a network of advisory affiliates and multiple program platforms.

John Ressler is a financial advisor at Simplicity Wealth with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Sagepoint Financial Inc. He is also president of Strategic Wealth Planning Group LLC, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with services such as tax optimization and independent manager oversight.

Brian Godfrey is an investment advisor representative at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Cambridge Investment Research. Godfrey is also involved with Rooted Financial, LLC, where he offers insurance products and services to clients. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.

Jennifer Chatterton is a financial advisor at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with B. Riley Wealth Management since 2012. Outside of her advisory role, she serves on the Grace Christian School Board, is immediate past president of the Ocala Women’s Network, coaches a senior cheerleading team for the Marion County Youth Football League, and is a board member of the Early Learning Coalition. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, third-party manager access, and financial planning services.

Stephen Lannigan is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014. Outside of his advisory work, he serves as a paid lacrosse official with the Florida Lacrosse Officials Association. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies.

Jonathan Grabe is a financial advisor with SB Advisory, LLC in Ocala, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His career includes roles at San Blas Securities, Retirement Plan Man, LLC, and Lincoln Financial Securities Corporation, among others. Outside of his advisory work, he is involved in fixed insurance activities and owns Corporate Capital Resources of Florida. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm primarily provides non-discretionary financial advice and offers portfolio management, financial planning, and access to third-party manager programs, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Alexander Santa is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has prior work experience at PS Mortgage Lending, Secure Money Strategies, LLC, and AE Wealth Management, LLC. In addition to his advisory work, he is licensed as an insurance agent and sells various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach and provides portfolio management, model and third-party manager access, account monitoring, and retirement plan consulting services.

Kelley Pyles is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Royal Fund Management, LLC and has managed Pyles Insurance Services, LLC since 2020. Her background includes both financial advisory and insurance sales roles. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a comprehensive investment approach that includes fundamental, technical, and cyclical analysis and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Roderick Hill is a financial advisor with Interactive Financial Advisors, holding a Series 65 designation and having 10 years of industry experience. He is also president and co-owner of SEA P A Financial Group Ltd, a tax practice specializing in individual, business, and fiduciary tax returns, as well as consulting in accounting, business management, and estate and trust tax planning. Hill has been involved with SEA P A Financial Group Ltd since 2005. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a multi-advisor network with various unique services and advisory programs.

Gabriel Umana is a financial advisor with Kestra Advisory Services in Ocala, FL, holding a Series 66 designation and less than one year of industry experience. Prior to entering the financial sector, he worked at Principal Financial Group and held roles outside finance including positions at Nike and Ross Inc., as well as self-employment in reselling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds, and supports its advice with due diligence on investment options.