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.

Kelley Pyles is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Royal Fund Management, LLC and has managed Pyles Insurance Services, LLC since 2020. Her background includes both financial advisory and insurance sales roles. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a comprehensive investment approach that includes fundamental, technical, and cyclical analysis and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Roderick Hill is a financial advisor with Interactive Financial Advisors, holding a Series 65 designation and having 10 years of industry experience. He is also president and co-owner of SEA P A Financial Group Ltd, a tax practice specializing in individual, business, and fiduciary tax returns, as well as consulting in accounting, business management, and estate and trust tax planning. Hill has been involved with SEA P A Financial Group Ltd since 2005. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a multi-advisor network with various unique services and advisory programs.

Gabriel Umana is a financial advisor with Kestra Advisory Services in Ocala, FL, holding a Series 66 designation and less than one year of industry experience. Prior to entering the financial sector, he worked at Principal Financial Group and held roles outside finance including positions at Nike and Ross Inc., as well as self-employment in reselling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds, and supports its advice with due diligence on investment options.

Kenneth Nadeau is a financial advisor with Principal Financial Services in Ocala, FL, holding a Series 66 designation and 23 years of industry experience. He is the owner and president of Wealth and Income Strategies, Inc., and has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advisory work, Mr. Nadeau serves on multiple homeowners' association boards, is involved in leadership for a local BNI networking group, leads group CrossFit classes, and with his wife operates a business reselling vintage items on eBay. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Edwards is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Wildwood, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Andrew Patrick is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with OSAIC Institutions, Inc. (formerly INFINEX Investments, Inc.) for 19 years and previously worked at Citizens First Bank and Amsouth Investment Management Company LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive focus on both discretionary and non-discretionary asset management.

Pamela Hyde is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 11 years of industry experience, including nine years with SunTrust Investment Services and SunTrust Advisory Services. Outside of her advisory role, she serves as Secretary/Treasurer for the Orangewood Shores homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a research team that uses AI-enabled tools, to deliver tailored investment solutions.

Bernadina Williams is a financial advisor with Principal Financial Services in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Principal Life Insurance since 2013. Outside of her advisory role, Williams serves in several community and nonprofit leadership positions, including board secretary roles for the North Central Florida Clarinet Choir and NAMI of Marion County, as well as chair of the Marion County Democratic Executive Committee and board member positions with the Salvation Army and United Way of Marion County. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Anthony Desjardins is a financial advisor with Centaurus Financial, Inc. in Lady Lake, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Centaurus Financial since 2017 and previously at Newbridge Securities Company from 2015 to 2017. Desjardins is also the managing member of Desjardins Retirement Solutions, LLC, a Florida-licensed insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management using multiple analytical approaches, with both discretionary and non-discretionary account arrangements.

James Lagrone is an advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked with Kestra Advisory since 2016 and maintains ownership of Wintergreen Financial Services, Inc., where he acts as a registered representative. Outside of his advisory work, Lagrone volunteers with AARP-TAX AID preparing personal tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Donna Mcphillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cetera Investment Services and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Colleen Lavon is a Series 66 licensed advisor with six years of industry experience, currently with PNC Wealth Management in Ocala, FL. Her prior roles include positions at Wells Fargo and BBVA-affiliated firms, and she spent nine years at Best Buy before entering financial services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital portfolio strategist pilot that uses approved model strategies and algorithm-driven risk assessments.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Crawford Jr. is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Ocala, FL, and has five years of industry experience. He is also a joint owner of Assurity Retirement Solutions and owner of Pinnacle Retirement Advisors, LLC, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

David Wedderburn is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services, he was employed at V.Y. Star Credit Union and studied at Florida State University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Peter Ferrante is a CFP® professional with 35 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2011 and previously held positions at Wells Fargo Clearing and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is a co-owner of Ferrante Wine Farm Inc., a manufacturing business. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management that combine proprietary strategies and third-party models.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.