Brenda Ferry is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services for 13 years before joining Osaic. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Gina Francisco is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Ocala, FL. Her career includes roles at Renasant Bank, Cetera, and United Community Bank, among others, with ongoing service at LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party 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 at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill Lynch, and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on a rigorous advisory process supported by centralized due diligence and a broad range of investment capabilities.

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.

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 at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citigroup Global Markets and Wells Fargo Clearing. Haines is the president and managing director of Power Wealth Advisors and also leads KSH Financial LLC. 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 supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Michael Greiner is a Wealth Management Advisor and managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management at the Ocala, Florida office. He specializes in providing personalized financial strategies by understanding the unique goals of individuals, families, and businesses. His approach includes regular reviews to track client progress and adjust strategies based on life changes. Michael holds a Bachelor's degree in Economics from the University of Florida and has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation. With experience as a First Vice President and Senior Portfolio Advisor at Merrill Lynch, he offers expertise in portfolio management, retirement planning, and family wealth strategies. He is involved in the community, including participation with the United Way of Marion County. Michael resides in Ocala with his wife and four children. In his personal time, he enjoys golfing and spending time with his family.

Mason Clark is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at North Florida Financial and has a background that includes various roles in retail and service industries. Outside of his advisory role, he officiates youth sports in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment solutions.

Michael Miller is a financial advisor with Ameriprise in Ocala, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brian Casey is a financial advisor with LPL Financial in Ocala, FL, holding the Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advising, he owns Jen Homes LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Grant McMahon is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience and previously worked under the Axa Advisors name during part of his tenure. Outside of his advisory role, he serves as Director and Managing Partner of Private Wealth Partners LLC, a separate business focusing on marketing management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, with a focus on third-party advisory programs and a range of investment options, including mutual funds, ETFs, and select alternative investments.

Joseph Federico is a financial advisor with Edward Jones in Dunnellon, FL, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the United States Air Force Reserves since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Hart is Senior Resident Director of the Ocala, Florida office of Merrill Lynch Wealth Management and a managing partner of Hart, Greiner & Associates. He also serves as a Portfolio Manager within Merrill's Investment Advisory Program. In these roles, Michael works with families, individuals, retirees, small businesses, and foundations to provide customized wealth management services, including investment management, tax minimization strategies, retirement planning, employee benefits, liabilities management, and estate planning services. Michael began his career after graduating from the University of Florida in 2006, working as an Investment Advisor for a Fortune 1000 Asset Management Firm in Tampa, Florida. There, he helped individuals and small businesses build and manage portfolios aligned with their financial goals and served as a Subject Matter Expert on financial, education, and retirement planning topics. He joined Merrill Lynch in 2011, returning to his hometown of Ocala with his wife, Sarah, and their four children. Michael holds a Master’s Degree in Personal Financial Planning from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Chartered Retirement Planning Counselor℠ designee. He supports the community through involvement with organizations such as the Boys & Girls Club of Marion County and the College of Central Florida Foundation, where he currently serves on the Executive Committee. His personal interests include basketball, golfing, running, and tennis.

Kathleen Intelisano is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Saybrus Partners. Intelisano is also a 25% owner and branch manager of Independent Financial Partners, where she has supervisory responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad network of advisors and affiliated firms.

Russel Dingman is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, Dingman is the owner of Dingman Sanctuary LLC, a real estate-related business. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment services.