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 Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at North Florida Financial and various other positions outside of finance. He also officiates youth sports as a referee in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and 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 Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise from 2015 to 2024. Outside of his advisory role, he is the owner of Jen Homes LLC, a business unrelated to investments. LPL Financial serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from both in-house and third-party sources.

Grant McMahon is a financial advisor with Equitable Advisors in Ocala, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors. In addition to his advisory role, McMahon is a managing partner and director of Private Wealth Partners LLC, a marketing and business management entity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model leveraging multiple third-party asset managers and offers both advisory and brokerage/insurance channels.

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.

Brandon Cellura is a financial advisor at Cetera with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is co-owner and operator of Fortress Drywall LLC. Cetera is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform.

Stephen Fricke is a financial advisor with Raymond James & Associates in Ocala, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 26 years with Raymond James & Associates. 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, institutional and pension plans, charitable organizations, and government entities, providing financial planning and investment consulting through various programs and affiliated research resources.

Damian Perry is a Wealth Management Advisor with Merrill Lynch Wealth Management in Ocala, Florida. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc., and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian began his career as a Financial Advisor with Merrill Lynch in 1995 following a business career in outside sales. Damian earned his bachelor's degree in business from the University of Florida. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He has over 27 years of experience helping clients develop personalized financial strategies designed to pursue their long-term goals. Outside of his professional role, Damian is active in his community and has served as past president of the American Cancer Society and former board member of Voices for Children of North Central Florida. He has also been involved with the Boy Scouts of America, acting as a leader for his son’s troop. Damian and his wife Karen are members of First United Methodist Church of Ocala. His personal interests include board games, baseball, history, cars, and participating in the University of Florida Marching Band alumni.

Catherine Nicholas is a financial advisor with Wells Fargo Advisors in Ocala, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is involved in agriculture and livestock investments through family-owned LLCs and serves as co-trustee and power of attorney for family trusts. 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 tailored to clients meeting certain net-worth criteria, combining proprietary research and tools with optional implementation through its brokerage and advisory programs.

Gregory Ergle is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James since 2010. Ergle is also the owner and president of Ergle Financial Services, a support company based in Ocala, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized consulting and portfolio management services.

Jordana Pham is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaclyn Klotz is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Regions Bank. Raymond James & Associates oversees approximately $501 billion in assets and serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and firm research to support its advisory services.

Anya Bradford is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Bradford is involved with ABK Group, LLC, a legal entity she manages for Primerica business purposes, and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and offers a variety of investment models, including options with cryptocurrency exposure.

William Chambers Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1980 and with Bank of America since 2011. Chambers serves as a director of the Community Foundation of Marion County and leads the Tocqueville Society at the United Way of Marion County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerry Furlong Jr. is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Raymond James since 2011 and previously served in the National Guard for 23 years. Outside of advisory services, he is involved in agricultural ventures as a co-owner of Bruner Tree Farm, LLC, and serves on the Marion County Parks and Recreation Advisory Council. 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 supported by analytical tools and maintains specialized programs for municipal finance and retirement plan consulting.

Patricia Hall is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she manages a farming business in Ocala, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Kyle Landmann is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping successful individuals and their families pursue their personal financial goals through disciplined investment management. He leverages the resources of Merrill and Bank of America to provide clients with comprehensive wealth planning, investment selection, personal banking, and lending solutions. His expertise spans legacy planning, liquidity management, retirement income, tax minimization, and services tailored to endowments, foundations, non-profits, and clients in sports and entertainment. Kyle holds a Bachelor's Degree and a Master's Degree from the University of North Florida. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Kyle is involved in his community through coaching with the Big Sun Soccer Association. His personal interests include adventure sports, fishing, golfing, and soccer.