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 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 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 with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining Raymond James in 2019. Outside of her advisory role, she is an independent contractor for Young Living Essential Oil Company, where she earns commission through a team-based educational sales structure. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Amanda Rattleff is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to understand their priorities and create tailored financial strategies that support their long-term goals. Her work involves building meaningful relationships and helping clients navigate important financial decisions. Her approach includes investment strategies, retirement planning, and preparing for life's uncertainties, with a focus on clarity, confidence, and adaptability. Amanda's areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amanda holds a Bachelor's Degree from the University of Maine System and the Personal Investment Advisor (PIA) designation. Outside of her professional work, she enjoys baseball, cooking, fishing, hiking, horseback riding, hunting, reading, running, and spending time with her family.

Tracy Pick is a financial advisor with Mass Mutual Investors Services in Ocala, FL, holding 32 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, she worked at Metlife Securities Inc. from 1996 to 2017. Pick is also president and agent of Tri-Square Wealth, an insurance and life settlements firm in Ocala. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved software and educational seminars, serving a broad client base including high-net-worth individuals.

Kerry Haines is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He is also the president and managing director of KSH Financial LLC and Power Wealth Advisors, both of which focus on wealth management services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Elizabeth Blackburn is a financial advisor at Cetera with eight years of industry experience. She previously worked at Infinex Investments, Inc. and Community Bank & Trust of Florida. She is a Series 66 license holder and owns a business providing Medicare solutions for clients aged 65 and older. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Casey De Luca is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and is based in Ocala, Florida. Outside of his advisory role, he performs part-time construction and handyman work on an as-needed basis. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.