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.

Thomas Fleck is a financial advisor with LPL Financial in Ocala, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Stifel for 11 years before joining LPL Financial in 2020. Outside of his advisory role, he is associated with Thomas Fleck, LLC, a business entity established for tax or investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage options, with both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Spires is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spires is based in Ocala, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ryan Schmitz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Trade-PMR, Bucket List Wealth Management, Suncoast Credit Union, and a decade with the Alachua County Sheriff's Office. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves as a registered commodity pool operator and advisor to multiple investment companies, utilizing systematic methodologies and oversight controls in its portfolio management.

Tiffany Gulick is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Her prior work includes roles at Merrill and Berenberg Capital Markets, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Jennifer Cody is a financial advisor with Merrill in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, she worked in various roles including at Compass Research and The Foot & Ankle Center of Ocala. Outside of her advisory work, she is an independent coach with Beachbody, focusing on health and fitness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Warren Judson Scroggie is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked for Bank of America and Merrill for 15 years before joining Raymond James in 2024. Outside of his advisory role, he is a partner in a business that will operate a wealth management office and is involved with several other local business ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals, and it maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Jonas Woike is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica, he worked at Uber and Network Capital and has been involved with Safer at Home LLC since 2018. He also has experience in non-investment-related sales through affiliated Primerica entities. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Minor Bond III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Trinity Catholic High School for 13 years before joining Raymond James in 2023. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Thomas Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 22 years of experience at Merrill, he specializes in providing personalized wealth management strategies tailored to the unique financial goals of his clients. Born and raised in Orlando, Florida, Scott earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. Shortly after graduation, he began his career with a small independent firm in Jacksonville before joining Merrill. His areas of expertise include corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Scott is married with two sons and values spending time with his family in outdoor activities such as boating, fishing, hiking, football, and hunting. He and his family are actively involved in their church, participating in fundraising and community service projects. Scott holds the Personal Investment Advisor (PIA) designation and is committed to helping clients pursue their long-term financial goals with the same dedication he applies to his own family.

Howard George IV is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 credentials and four years of industry experience. He has been with Wells Fargo Bank and its affiliates since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines proprietary research and third-party analytics to evaluate investment options within a diversified framework and offers both brokerage and advisory solutions.

Jeffery Stewart is a financial advisor with Morgan Stanley in Ocala, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes 12 years at Stifel before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Andrew Campbell is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Campbell operates a business entity for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.