Gustavo Cala is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 credentials and 13 years of industry experience. He is the owner of Cala Financial Group, LLC, and a partner in Shark Signs and Shark Signs Installations, a business involved in electrical signage projects. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and manages most 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 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions 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 wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities, providing financial planning, insurance distribution, and access to third-party asset management programs through both advisory and brokerage 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 Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients seeking to manage and grow their assets. Neel holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA), reflecting his expertise in personal investing and retirement planning. He completed his high school education at Hamden High School. No additional information about personal interests or community involvement is available.

Gregory Stevens is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a volunteer finance and investment committee member at Blessed Trinity Catholic Church, assisting with budgetary oversight. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting clients through both discretionary and non-discretionary advisory programs.

Garrett Suydam is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James & Associates since 2013, with a four-year period at Wells Fargo Clearing from 2022 to 2026. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Diana Dawson is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services using proprietary research and tools, with planning engagements generally provided on a discrete basis.

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 with Osaic Wealth, Inc. in Ocala, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Woodbury Financial Services from 2011 to 2024 before joining Osaic in 2024. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to construct and manage portfolios across various investment types.

Gina Francisco is a CFP®-designated financial advisor with LPL Financial in Ocala, FL, bringing 24 years of industry experience. She has held positions with Renasant Bank, United Community Bank, Cetera, and Achieva Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining model portfolios, research, and technology-driven strategies.

Eric Williams III is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior work includes roles at Regions Bank, LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. Outside of his advisory duties, he serves as president of the congregation at St. John Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment management and financial planning services through a large network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients, offering a variety of portfolio management options and third-party manager access.

Todd Craig is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is a one-third owner of a real estate investment business in Ocala, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, serving clients who meet certain net-worth criteria.

Rommel Garcia is a financial advisor with J.P. Morgan Securities in Ocala, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, PNC Investments, and TD Private Client Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Hadielis Neira Hernandez is a financial advisor at Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Bank, N.A. for 11 years. She also serves as a power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized planning areas. Advisors at the firm deliver tailored recommendations using Wells Fargo’s research and planning tools, with implementation options available through various brokerage or advisory programs.

Yvonne Emeric is a financial advisor at Raymond James & Associates with 24 years of industry experience. She has worked at Raymond James since 2019 and previously spent four years at Morgan Stanley. Outside of her advisory role, she is involved as an independent contractor with Young Living Essential Oil Company, where she earns commission through a downline and helps organize educational events. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base including individuals, pension plans, corporations, and government entities, emphasizing non-discretionary planning and a combination of municipal advisory and affiliated municipal capabilities.