Rebecca Weseman is a financial advisor at Edward Jones in Gainesville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for nine years at HCA Florida North Florida Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Kristina Gibson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Summit Wealth Strategies from 2012 to 2018 and has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing tailored financial plans, asset-allocation analysis, and firm research to support clients in their investment decisions.

Julia Gibson is a Series 66 licensed financial advisor with Charles Schwab in Gainesville, FL, where she has worked since 2023. She has two years of industry experience and previously worked at Thermo Fisher Scientific and the University of Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios and due diligence on alternative investments through its centralized, integrated platform.

Charles Baker is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Baker duBois Group in Gainesville, Florida. He has been with Merrill Lynch since 1996, bringing extensive experience in advising clients on family wealth management, legacy planning, philanthropic planning, retirement income, and socially responsible investing. Charles is a qualified Portfolio Manager, capable of creating and managing personalized investment strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party strategies, some of which may be managed on a discretionary basis through the firm's Investment Advisory Program. Before entering the financial advisory field, Charles served nine years as a Supply Officer in the U.S. Navy with tours aboard a ship, a submarine, and with a Navy SEAL team. He holds a Bachelor of Science degree in Naval Architecture from the U.S. Naval Academy and earned a Master of Business Administration from Old Dominion University while serving as a Naval Officer. Since 2001, he has been a CERTIFIED FINANCIAL PLANNER® certificant, a professional designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Charles is committed to helping clients realize their financial objectives by understanding their priorities and providing disciplined guidance. He also shares his knowledge through client education events and private groups. Outside of his professional work, Charles has diverse interests including billiards, chess, drawing, hiking, music, reading, singing, swimming, table tennis, and woodworking.

Marlon Awuma is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with LPL Financial and has worked with CUNA Brokerage Service, Inc. and Campus USA Credit Union since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Brian Hughes is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, TD Ameritrade, and Bank of America Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Christina Ebey is a financial advisor with Edward Jones in Jonesville, FL, holding the ChFC® and Series 66 designations and having seven years of industry experience. She has been with Edward Jones since 2018 and previously worked as an instructor for FLVS and Sumter Alternative School. Outside of her advisory role, she continues to teach at FLVS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Sarah Lott is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She has worked with LPL Financial since 2022 and has prior experience at CUNA Brokerage Services and Campus USA Credit Union. Outside of her advisory role, she is a commissioned notary in Gainesville, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Justin Hardy is a financial advisor with LPL Financial based in Gainesville, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Lincoln Investment from 2013 to 2022. Hardy serves on the boards of the Levy County School Foundation and the City of Ocala Firefighter Pension Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Melisa Lemoyne is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Melisa is committed to developing personalized financial strategies tailored to her clients’ long-term goals. Melisa brings extensive expertise in assisting individuals and families as they prepare for retirement, emphasizing listening to clients’ stories and understanding their concerns. Her approach addresses complex financial issues such as longevity and dementia through comprehensive wealth management plans that integrate retirement income, healthcare, and estate planning services. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Melisa holds a High School Diploma from Christian Brothers Academy, a Bachelor’s degree from LeMoyne College, and a Master’s degree from the State University of New York at Albany. She is active in the Central New York community, involved with organizations such as the Alzheimer’s Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. Outside of work, she enjoys boating, golfing, reading, skiing, and watching movies.

Ashlyn Burtle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked in medical imaging, including positions at Doctors Imaging Group and North Florida Regional Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a variety of segments. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs.

Weston Gallop is a financial advisor with LPL Financial based in Gainesville, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Cuna Brokerage Services, Inc. and CAMPUS USA Credit Union since 2015, alongside his current role at LPL Financial. Weston’s experience also includes ownership in Bellamy Road, LLC from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

James Onkst is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, previously spending five years with UBS Financial Services. Outside of his advisory work, Onkst operates a mowing business where he maintains equipment and services fields for a small number of clients. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tailored recommendations, emphasizing tax efficiency and asset management within Ameriprise-managed accounts.

Philip Crutchfield is a financial advisor with Raymond James & Associates in Gainesville, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2023, he served on the School Board of Alachua County from 2010 to 2022. Outside of his advisory role, he owns a small family farm growing row crops and serves on the finance committee of the nonprofit Gianna's Place. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and supports municipal and institutional clients with specialized public finance and investment banking services.

Startoria Stevens is a Financial Advisor at Merrill Lynch Wealth Management. She collaborates with clients to develop comprehensive financial strategies tailored to their unique goals and priorities, utilizing the resources of Bank of America and Merrill Lynch, including banking, lending, and investing services. Her approach involves creating well-structured plans that are regularly reviewed and adjusted to align with evolving client objectives. Ms. Stevens has expertise in family wealth management strategies, personal retirement planning, and retirement income. She holds the Professional Investment Advisor (PIA) designation. Her educational background includes a Master of Science in Health Service Administration from the University of Central Florida and a Bachelor of Arts in Mathematics from the University of Florida. Outside of her professional role, Ms. Stevens enjoys boating, camping, cooking, football, gardening, gymnastics, spending time with her family, swimming, and traveling.

Robert Mack is a financial advisor at Edward Jones in Gainesville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Dish Network and T-Mobile. Outside of his advisory role, he has been involved with Nature Coast Gaming LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Kristin Gibson is a financial advisor at Cetera with 12 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc and Alan Hagopian. Outside of her advisory role, she is the owner of North Florida Money Management, a business involved in tax preparation and securities services. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Kirk Ruth is a financial advisor with UBS Financial Services in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is also involved in rental real estate as a property owner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and research resources.

Pablo Vela is a Financial Advisor at Merrill Lynch Wealth Management with over 17 years of experience in the financial industry. He began his career at JPMorgan Chase, where he worked across Private Client Banking, Business Banking, Operations, and Management. He later served as an Account Manager for LATAM Financial Institutions within JPMorgan Corporate & Investment Bank, focusing on institutional clients and gaining expertise in global markets, risk management, capital allocation, and macroeconomic strategy. Pablo advises individuals, families, and business owners on financial decisions related to investment strategy, retirement planning, liquidity events, business transitions, and multigenerational wealth management. His approach emphasizes building long-term relationships and providing guidance tailored to clients' goals and values. He holds an MBA from the University of Florida and a Bachelor of Arts in Economics from the University of South Florida. Pablo is also a Personal Investment Advisor (PIA) and is bilingual in English and Spanish. Outside of his professional responsibilities, Pablo enjoys activities such as billiards, boating, cooking, drawing and sketching, hiking, running, scuba diving, spending time with his family, traveling, and watching movies.

Samuel Fragale is a financial advisor with LPL Financial in Gainesville, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Amazon Logistics. Fragale is also involved with Seacoast Bank Trust Department in an investment-related capacity. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, employing both discretionary and non-discretionary management approaches supported by various model portfolios and research resources.