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.

Bret Mickel is a financial advisor with Lincoln Investment in Belleview, FL, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Mickel also serves as president of a fixed insurance business and acts as a sales and servicing representative for supplemental benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management with a strategic investment approach supported by an in-house research team and third-party managers.

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.

Gustavo Cala is a financial advisor with Eagle Strategies (New York Life) based in Silver Springs, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He is the owner of Cala Financial Group, LLC and has been involved with Shark Sign S, Inc., a business specializing in electrical signage projects. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

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.

Joan Coke is a financial advisor with Ameriprise in Ocala, FL, holding the Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise since 1986, including its predecessor entities, and currently owns the building housing her Ameriprise office. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with significant investable assets under management.

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 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles 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 broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs to implement personalized investment strategies.

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.

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.

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.

Brenda Ferry is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services for 13 years before joining Osaic. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Gina Francisco is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Ocala, FL. Her career includes roles at Renasant Bank, Cetera, and United Community Bank, among others, with ongoing service at LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.