John Harper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms including Avantax and Jackson Hewitt Tax Services. Outside of his advisory role, he owns Wildwood Wealth Management, providing accounting, tax preparation, payroll services, and business consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Clint Shea is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2020. Prior to this, he worked in various roles including positions at Florida State University and Lake Sumter College. He serves as a trustee of a trust for his parents. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to deliver tailored advisory services.

Brittani Tilley is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior experience includes a year at AXA Advisors, LLC before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Daniel Whitley is a financial advisor with Ameriprise in Mount Dora, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years and has served in the United States Army National Guard and United States Air National Guard since 2012. Outside of his advisory role, he is a Senior Airman in the DC Air National Guard, responsible for aircraft maintenance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

John Stewart IV is a ChFC® and Series 66 designated financial advisor with 27 years of industry experience, currently with Edward Jones since 2012. He serves on the boards of the Lake County Sheriffs Charities Organization and the Mount Dora Kiwanis Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Gary Hessert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Regions Bank/Cetera and Edward Jones. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Richard Levand is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes positions at LPL Financial since 2019, United Southern Bank since 2017, and Blackwater Inn / Williams Landing from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Hentz is a CFP®-designated financial advisor with 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for five years. Outside of his advisory role, he is a managing member of Graunke & Hentz Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

Jordan La Marca is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. He has nine years of industry experience, including roles at Evershore Financial Group and Securian Financial Services. La Marca is also involved with Freedom Financial Group, LLC, where he works as an Investment Advisor Representative and insurance broker. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

David Christian is Vice President and Financial Consultant at Fidelity Investments. He has held several roles within the company since 2012, including Financial Consultant, Investment Consultant, Investments Representative, Retirement Solutions Representative, and Financial Representative. David's experience spans multiple aspects of financial consulting and investment solutions, contributing to his comprehensive understanding of wealth planning. He holds a California Insurance License. His approach centers on assisting clients with selecting wealth planning strategies tailored to providing benefits both currently and in the future.

Joseph Judge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education. Outside of his advisory role, he volunteers with a Montessori school in Mount Dora, where he leads financial literacy programs for adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Hudson Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he worked briefly at EverBank and spent time as a student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and modeling techniques.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with clients to develop financial plans aligned with their short and long-term goals, utilizing various investment strategies. Prior to his current position, Kyle served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. His earlier experience includes roles as an Account Manager at both American Portfolios (2019-2021) and MassMutual (2017-2019). Kyle's professional journey reflects a consistent focus on investment consultation and workplace planning within the financial services industry. His approach centers on educating clients about financial topics and equipping them with tools and resources to make informed decisions for their families. Outside of his professional career, Kyle has interests in beach activities, boating, fishing, football, golf, and parenthood.

Timothy Flynn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James since 2006 and spent 12 years at Independent Financial Partners. Flynn serves as a board member for the nonprofit Education for Life. 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, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and supports both wrap-fee programs and municipal advisory services.

Mark Masson is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Zechariah Montera is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Western Governors University and Colorado Christian University. Montera is also a licensed Notary Public and an independent agent for Penn Mutual non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, alongside a range of discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Gary Clancy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is a partner in Healthcare Business Planning Group, LLC, which markets services to physician practices, and serves as Vice President of Ascendancy Insurance Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizing individualized client plans.

David Niles is a CFP® professional with 40 years of industry experience, currently serving as an advisor at LPL Financial since 1991. He is based in Oxford, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.