Jaclyn Klotz is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Regions Bank. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations through non-discretionary advisory relationships and also delivers institutional consulting and public finance 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 credentials and over 45 years of industry experience. He has worked at Merrill since 1980 and Bank of America, N.A. since 2011. Chambers serves as a director for the Community Foundation of Marion County and leads the Tocqueville Society of the Marion County United Way. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Jerry Furlong Jr. is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ergle Furlong Financial Advisors and has served in the National Guard for 23 years. Outside of his advisory role, Furlong is involved in local agriculture and community service, including co-ownership of Bruner Tree Farm, LLC and serving on the Marion County Parks and Recreation Advisory Council. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by firm research and a broad affiliate network.

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 with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

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 at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and Berenberg Capital Markets, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance.

Jennifer Cody is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, she worked in clinical research and at a medical center. Outside of her advisory role, she is an independent coach for Beachbody, focusing on health and fitness. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Warren Judson Scroggie is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2024. Outside of his advisory role, he is involved in several business ventures, including a partnership operating a wealth management business location and ownership of a local restaurant. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and frequently operates in an advisory capacity rather than as a delegated manager, supported by a broad affiliate network.

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 Series 66 licensed financial advisor with 13 years of industry experience, currently with Raymond James & Associates in Ocala, FL. Prior to joining Raymond James in 2023, he worked at Trinity Catholic High School for 13 years. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and has notable expertise in public finance and municipal work.

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.

Derby Bernadel is a Series 66-licensed financial advisor at Merrill with five years of industry experience. Prior to joining Merrill and Bank of America in 2019, he worked at Mondelez International from 2013 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Anastasia Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he is involved in several business ventures, including managing a men's health business and a restaurant group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.