Brian Wakefield is a financial advisor with Simplicity Wealth based in Ocala, FL, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Edward Jones and multiple investment-related firms, and he is also involved with Estate & Retirement Resources, where he offers estate and financial planning alongside fixed insurance products. Simplicity Wealth serves a diverse client base including individual investors and institutional clients, offering services ranging from financial planning to retirement plan management. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and model portfolios, combining advisory services with technology solutions designed for other advisers.

Frederick Wright is a financial advisor at Royal Fund Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Fund Management since 2018. Prior to that, he was with NBC Securities Inc. and also serves as President of Lifetime Capital Management, an insurance-related business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies and offers services including non-discretionary allocation recommendations and discretionary account management for retirement plan participants.

Bryan Daly is a CFP® with nine years of industry experience, currently affiliated with Royal Fund Management, LLC. He has held roles at firms including Nationwide Mortgage Bankers and Freedom Equity Group, and he operates as an independent insurance agent. Daly also works with Estate Guru, providing estate planning software advisory services. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client risk tolerances.

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.

Gage Warren is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lincoln Investment and Parsons Consulting Group. He is also involved in insurance and fixed annuity sales, as well as assisting with supplemental benefits enrollment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Estate and Retirement Resources, Inc. from 2022 to 2025. Riley is also a registered insurance agent providing tailored insurance solutions to clients and estates. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside an asset management platform for advisers.

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with one year of experience. He holds the ChFC® designation and Series 63 license. Prior to joining Gradient Advisors in 2025, he worked at ASB Financial since 2020 and American Senior Benefits from 2016 to 2020. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates client approval of transactions and utilizes risk analysis and multiple methods of portfolio management.

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 at Royal Fund Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2014. In addition to his advisory role, he owns and operates Holistic Financial, an insurance agency, and is licensed as a realtor, assisting buyers and sellers. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance, employing a range of strategies from conservative allocations to options writing, and manages about $1.55 billion in assets through a multi-team structure of 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 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sagepoint Financial Inc, and his own Ressler Insurance & Financial Services. Ressler also serves as president of Strategic Wealth Planning Group, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering customizable portfolio management and a third-party manager due diligence process alongside technology and operational services for advisers.

Brian Godfrey is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Rooted Financial Services, LLC. He also offers insurance products through Rooted Financial, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates 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®-credentialed financial advisor with 30 years of industry experience, currently with StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc., Wrp Investments, Inc., BrokersXpress LLC, Wells Fargo Clearing, and TD Ameritrade, Inc. Outside of financial advising, he is involved as a paid lacrosse official with the Florida Lacrosse Officials Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a combination of proprietary and third-party investment models and platforms to implement client strategies, offering both discretionary and non-discretionary account management.

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.