Kenneth Dyer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked with Infinex Investments, Inc. and Citizens First Bank, each for 19 years, and is currently associated with Seacoast Bank under LPL Financial. Outside of his advisory role, he is the owner of The Finishing Touch Home Decor, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a significant advisory platform with extensive non-advisory financial services.

Robert Mclaughlin is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Morgan Stanley DW Inc. Outside of his advisory role, Mclaughlin provides management consulting services to small business owners to help them analyze financial strengths, coordinate with professional advisors, and prepare businesses for sale. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and a multi-advisor platform.

George Mathis is a financial advisor with Raymond James & Associates, holding the Series 63 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, Mathis serves as CEO of Bikes for Tikes Ocala, a nonprofit organization that collects bicycles and donations for families in need and community outreach programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Gregory Sullivan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes multiple tenures at Wells Fargo Clearing and a five-year period at Benjamin F. Edwards & Company, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of over 14,000 advisors, offering both brokerage and advisory solutions.

Tyler Jackson is a financial advisor with Raymond James & Associates in The Villages, Florida. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

Justin Brashear is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked at Healthtrust Workforce Solutions and Citrus Memorial Hospital. Brashear is also the owner of Brashear's Vital Care Corp, a pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and maintains a large national network of advisors and branch offices.

Jared Kirby is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, he worked at Regions Bank and Cetera from 2014 to 2019. He serves as a board member of the College of Central Florida Foundation Inc., participating in its Finance and Investment committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through tailored, generally non-discretionary relationships, supported by a broad array of portfolio management styles and affiliated research.

John Selby is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in real estate activities, including property flipping and ownership of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

J Heaton is a ChFC® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Muck Me Farm, LLC, where he raises livestock for show and sale. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Beatriz Dyer is a financial advisor at Fidelity with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at T. Rowe Price and was retired for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory role to registered investment companies, use of systematic methodologies, and incorporation of AI in research.

Erik Barnett is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Fredrick Tribble is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2014. He has 26 years of industry experience. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Joyce Carlucci is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. She is a passive owner of two limited liability companies associated with her family's business interests. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

William Martin is a CFP® professional with 44 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He also holds Series 63 registration and has worked concurrently with MassMutual Life Insurance Company over the same period. In addition to his advisory role, he is involved as an agent in life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser specializing in financial planning for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Colin Kowalski is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research and capital markets services through its platform.

Jason Clark is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory in its investment approach.

Jeffrey Sustarsic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward Jones for 22 years before joining Wells Fargo in 2023. Outside of his advisory role, he serves on the City of Leesburg Recreation Advisory Board. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Patrick Lampe is a financial advisor with Wells Fargo Advisors in The Villages, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors since 2011 and was previously with Wells Fargo Clearing from 2009 to 2011. Outside of his advisory role, he is a 24% owner and trustee of Jones and Wilson Financial, LLC, an investment-related firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

David Nesbitt is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research and LPL Financial in prior roles. Outside of his advisory work, he serves as a volunteer treasurer for a community club. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Brittany Kendziora is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Trailer Solutions Financial for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.