Kyle Kay is a financial advisor at SPC with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC, he worked at 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 client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other specialized account programs.

Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.

Paul W Hayes is a CFP® with 30 years of industry experience, currently serving as a financial advisor at PNC Wealth Management since 2009. His prior experience includes roles at Colonial Asset Management Inc. and Wamu Investments, Inc. He holds Series 63 and Series 65 licenses and is based in Ocala, FL. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

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, FL, with two years of industry experience. Prior to joining Equity Services and National Life Group in 2025, he spent 12 years with Knights of Columbus. Outside of advising, he is involved in woodworking and 3D printing and participates as a volunteer mentor with the Knights of Columbus. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and the use of third-party asset managers.

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.

William Mcleod Jr. is a financial advisor with Mass Mutual Investors Services in Ocala, FL, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2005. Mcleod serves on the board of the Bay Laurel Center Community Development District. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with financial planning structured as collaborative, annual engagements using firm-approved tools.

Shannon Vinsonhaler is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation. Vinsonhaler has prior experience in various roles, including positions at Superior Residences of Lecanto, Sunshine Gardens, and Crystal Automotive, as well as self-employment from 2019 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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 at Equitable Advisors with nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo Mortgage. Outside of financial services, he is a managing member of Rising Sun Home Care, LLC, an assisted living and home care business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm matches clients to program models or discretionary managers, utilizing both proprietary and third-party solutions to deliver tailored investment advisory services.

Denise Adams Mccauley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her previous roles include positions at PNC Investments, BBVA Wealth Solutions, and BBVA Securities. Outside of her advisory work, she has involvement in real estate ownership in the Bahamas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, ongoing retirement-income planning advice based on detailed analysis and a range of proprietary and third-party tools.

Justin Yancey is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at National Planning Corporation/Graunke & Hentz Wealth Management. 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 and offers a variety of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Neel Koladiya is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives and select platforms that fit their needs. Neel holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Amrut Higher Secondary School, an Associate's Degree from College of Central Florida, a Bachelor's Degree from the University of Florida, and a Master of Business Administration (MBA) from the University of Baltimore.

Gregory Stevens is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a volunteer member of the Finance and Investment Committee at Blessed Trinity Catholic Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Garrett Suydam is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing for four years and has been with Raymond James & Associates for a combined total of ten years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diana Dawson is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and UBS Financial Services during her career. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Nicholas Navetta is a financial advisor with Edward Jones in Ocala, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the U.S. Army Reserve, a role he has held since 1980. 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 nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Barbara Stetzko is a CFP® with 30 years of industry experience currently serving with OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services and Questar Asset Management. She is president of The Financial Sense People, LLC, which provides services including insurance, income tax, and divorce financial planning. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm emphasizes a structured investment approach with tools for asset allocation, risk assessment, and automated portfolio management, supporting both discretionary and non-discretionary accounts.

David Haslam is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He focuses on assisting individuals, families, and businesses with financial planning strategies that include retirement planning, legacy planning, tax minimization, and portfolio management services. David integrates a disciplined approach and leverages the resources and specialists at Merrill Lynch to tailor financial strategies that align with each client's goals and risk tolerance. Before joining Merrill Lynch, David gained 30 years of experience in business finance, management, and development across government and private sectors. He holds a Bachelor's Degree in Business from St Leo University and carries the Personal Investment Advisor (PIA) designation. His commitment is to provide service in a family office type environment that meets client needs and exceeds expectations. Outside of his professional work, David is involved with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often attending sporting events and outdoor activities throughout Florida.