Hannah Peterson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America for five years and at Starbucks for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tomas Galavis Odreman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. Tomas offers ongoing advice and adapts portfolio plans as clients' situations change. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, sports and entertainment financial advisory services, and retirement income planning. Tomas holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He has a bachelor's degree and a master's degree from Universidad Simon Bolivar, as well as a master's degree from Instituto de Estudios Superiores de Administracion. Tomas is bilingual in English and Spanish. His interests include adventure sports, camping, cooking, dancing, pickleball, rock climbing, skiing, soccer, tennis, and traveling.

Ryan Westerburg is a Wealth Management Advisor and managing partner of Davis, Westerburg & Associates at Merrill Lynch Wealth Management. He leads a nationally recognized wealth management team entrusted with overseeing more than $1 billion in private and institutional assets as of July 2026. Ryan is responsible for overseeing practice operations, establishing the team’s investment philosophy, and serving as lead portfolio manager. He works with affluent clients whose complex financial situations require sophisticated planning and dynamic solutions, focusing on areas such as education planning, retirement planning, philanthropic planning, tax minimization, and portfolio management services. Ryan holds the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute®, the Chartered Retirement Planning Counselor™ (CRPC™) designation, FINRA Series 7 and 66 registrations, and Florida Life, Health, and Variable Annuity insurance licenses. He has completed accredited certificate programs from the College for Financial Planning, University of Pennsylvania, and College of Southern Nevada. Ryan also completed the executive education program at The Wharton School of University of Pennsylvania. He is a member of the Investments & Wealth Institute. Originally from Cleveland, Ohio, Ryan moved to Florida in 2010 and resides in Gainesville. He is involved in the community, serving on the Board of Directors for Young Life Gainesville and the Santa Fe College International Center. He also supports charitable organizations such as Habitat for Humanity. Outside of work, Ryan enjoys playing golf and tennis, volunteering, traveling with family and friends, and following the Florida Gators and Cleveland sports teams.

Zane Shelley is a financial advisor with Charles Schwab in Gainesville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab since 2016 and was previously involved with First Magnitude Brewing Inc. from 2014 to 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Delano Cobran is a Private Wealth Advisor at Merrill Private Wealth Management. He works with senior executives, business owners, entrepreneurs, next-generation wealth creators, and ultra-affluent families to address multiple facets of their financial lives. Delano utilizes a holistic, goals-based framework to help clients advance their personal, professional, and philanthropic objectives. Delano has approximately 20 years of experience in the investment field, collaborating with successful families and business owners. He is part of a team that leverages the investment resources of Merrill and the banking services of Bank of America to offer clients strategies encompassing asset management, wealth transfer, philanthropy, cash flow management, banking, lending, and preparing multiple generations for financial responsibility. He holds a Bachelor’s degree from the University of Montana and the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Delano is an active member of the CFA Society of Minnesota and participates in community activities including the CFA Research Challenge and Habitat for Humanity. Outside of work, he enjoys spending time with his two young children on their hobby farm in Delano, MN, and building and flying large-scale radio-controlled aircraft.

Jeanine Stelzner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 24 years of industry experience, including prior roles at Cassidy Financial Services and DeMoss Financial. Outside of her advisory work, she serves as Treasurer for the Upper Keys Quilt Guild, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies as well as access to third-party advisers.

Thomas Turk is a financial advisor with Wells Fargo Clearing in Gainesville, FL, holding Series 63 and Series 66 designations and with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as secretary for the Villages of Weatherly Homeowner's Association board. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Jeffrey Rizzo is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2015. 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, providing a broad range of financial solutions.

James Curbow is a CFP®-designated financial advisor with 28 years of industry experience, currently with Stifel since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2009 to 2022. Outside of his advisory role, he serves as Vice President of the Athletic Booster Board at Oak Hall School in Gainesville, FL. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing client discretion in implementation.

Jennifer Taylor is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 27 years of industry experience. Her prior experience includes roles at Wachovia Bank, N.A., Citigroup Global Markets, and Wells Fargo Clearing. She has ownership in Legacy Wealth Management Group LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth thresholds, using proprietary research and planning tools to develop personalized recommendations.

Marcus Ford is a financial advisor with Ameriprise in Gainesville, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Ford serves as Treasurer on the Board of Directors for Made For More, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vicki Suits is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2005 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Angela Phillips is a financial advisor at Edward Jones with one year of industry experience and a Series 66 designation. She has been with Edward Jones since 2022 and previously worked at First Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Lindy Crews is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2015, including her current role beginning in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its registered broker-dealer, investment adviser, and futures commission merchant platforms.

Nathaniel Wingfield is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forvis Mazars LLP and the University of Florida. He serves as a volunteer finance committee member for Gianna's Place in Gainesville, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Robert Bonanno is a financial advisor with Merrill in Gainesville, FL, holding a Series 66 designation and with five years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Harrison is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he has a 50% ownership interest in Legacy Capital Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and specialized areas such as business-owner transition and sports & entertainment planning.

Charles Newsom is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience in the financial services industry. He specializes in areas including education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Charles earned a Bachelor of Science degree in Finance from Florida State University in 1992. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to joining Merrill Lynch in 2004, he served as Vice President and Banking Center Manager for NationsBank/Bank of America for 11 years. A native of Gainesville, Charles remains active in his community, having served as a past Vice President of the Ronald McDonald House of Gainesville and participating as an allocations committee chair for the United Way of Gainesville. He lives in Gainesville with his wife Beth and their three children and enjoys tennis, scuba diving, and watching his children participate in sports.

Stephen Cuneo is a Wealth Management Advisor and a member of Davis and Associates at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016 and applies a goals-based investment platform to support clients in their wealth management. His approach focuses on understanding clients' goals and concerns to develop customized strategies. Since entering the financial services industry in 2001, Stephen has concentrated on areas including estate planning, investments, wealth transfer, and retirement income. His client focus covers college education planning, family wealth management strategies, services for endowments and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Stephen earned a Bachelor of Science in Health Education from Western Connecticut State University in 1994. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, he participates as a parent volunteer in a church youth group and has interests in baseball, biking, football, golfing, running, and skiing.

Matthew Surrency is a CFP® professional with seven years of experience at Edward Jones in Alachua, FL. Prior to joining Edward Jones in 2019, he worked for the City of Hawthorne for 14 years and for Florida Septic Inc. for 14 years. Outside of his financial advisory role, he serves as a baseball coach for middle and high school students and works as a football spotter during University of Florida games. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.