Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Wayne Hastad is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm uses a blend of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Michael Estevez is a financial advisor with Truist Advisory Services based in Ocala, FL. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Capital One Bank. Outside of his advisory work, he owns Greenstreet Mowing LLC, a lawncare business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Turner is a financial advisor with Truist Advisory Services in Ocala, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Truist and its predecessor organizations since 2012, including roles at BB&T and SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Hunter Bowen Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 26 years of industry experience. He has worked with Truist Advisory Services since 2016 and has been with Truist Investment Services, Inc. since 2009. 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 offers services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Brandon Roberts is a financial advisor with Independent Financial Partners in Ocala, FL, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley. Outside of finance, he is a business owner involved in operating Stirling Food Systems, a cooking oil distribution company in Florida. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a notable focus on retirement-plan consulting and formal compliance processes, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.

Darren Mc Quary is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with Baum Financial Services and Scott Barnwell State Farm. Outside of his advisory role, he is also involved in insurance sales and tax preparation through Baum Financial Services. 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 combining managed model portfolios, discretionary asset management, and financial planning services.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of finance, he serves as a rider coach for a motorcycle safety foundation in Ocala, teaching new riders and administering licensing exams. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, investment policy analysis, and fiduciary support.

Bradley Easom is a Series 66-registered financial advisor with PlanMember Securities Corporation, possessing 27 years of industry experience. He has worked at PlanMember since 2013 and serves on the City of Dunnellon Police and Fire Pension Board, a role he has held since 2007. Easom also manages Jay Easom, LLC, a firm focused on retirement, fixed insurance, and financial services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education, support services, and participant-level investment options.

Don Eves is a ChFC® credentialed financial advisor with 57 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. He is also president of Premium Resources, Inc., a company involved in life insurance and long-term care marketing and sales, and leads Reachable Retirement, Inc., a web-based retirement program. Additionally, he operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm primarily delivers non-discretionary advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Dale Zamecki II is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist since 2014. Outside of his advisory role, he serves as Vice President of Well-Run Concepts Inc., a consulting business focused on aligning organizational performance and strategy, which is owned by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm emphasizes manager selection through a combination of discretionary and non-discretionary approaches, supported by inter-affiliate integration with related entities within the Truist network.

Gage Warren is a financial advisor with Lincoln Investment in Belleview, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Parsons Consulting Group and has a background in education spanning ten years. Outside of his advisory duties, he is involved in insurance and fixed annuity sales and assists with supplemental benefits enrollment. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Maryanne French is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and SunTrust Advisory Services prior to her current position at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Andrea Moser is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she was involved with Uncommon Doormats LLC for 11 years. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Yolanda Cintron is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2016 and Truist Investment Services, Inc. since 2012. 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, fiduciary support, participant advice, and a manager-selection program using third-party managers combined with discretionary and non-discretionary consulting.

Jeffrey Tucker is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its affiliated firms since 2015. He serves on the financial board of the Church of Hope in Ocala, FL, where he reviews monthly financial statements and participates in donation decisions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, 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.

Jason Bingham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and MassMutual Investors Services. Outside of advising, he is involved in insurance brokerage through 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is notable for its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.

Matthew Romano is a financial advisor with Lincoln Investment in Ocala, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Lincoln Investment since 2017 and also works with The Gabor Agency. Prior to that, he was affiliated with Mutual of America Securities LLC and Mutual Of America Life Insurance Company from 2014 to 2016. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and offers both discretionary and non-discretionary programs.

Kyle Kay is a CFP® with seven years of industry experience, currently affiliated with SPC in Ocala, FL. His prior roles include positions at Parkland Securities LLC, AE Wealth Management, and Assurity Retirement Solutions. Kay is also a principal partner in Sterling Wealth Management, a Florida-licensed life and health insurance agency. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary investment advice through a large network of advisors using multiple account programs and maintains close affiliations with broker-dealers and insurance agencies.

Austin Nielson is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He also serves as a president on a homeowners association board. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including customized portfolio management and acts as adviser to a donor-advised fund.