Larry Tyree is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1976, also working at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Louis Satmaria is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Universal Orlando for four years and Avis Budget Group for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kevin Anschutz is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to develop personalized financial strategies that emphasize trust, transparency, and aligned objectives. He aims to support clients in feeling confident about their financial futures. Kevin's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2025, Relationship Manager at Fidelity Investments from 2024 to 2025, Financial Representative at Fidelity Investments from 2023 to 2024, and Financial Advisor at Edward Jones from 2016 to 2020. Outside of his professional work, Kevin enjoys camping, cooking and baking, fishing, socializing with friends, music, and parenthood.

Gregory Prevatt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley in various capacities since 2003, currently working with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Olivia Simmons is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience at Truist Bank and Publix. 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 individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Parker Brown is a financial advisor at Edward Jones in Leesburg, FL, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he spent ten years working at Brown Auto Sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and related financial services.

Patrick Kavanaugh is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2021. Prior to that, he was with Fifth Third and Fifth Third Securities from 2007 to 2021. Outside of his advisory role, he is the owner of The Bowl Bar LLC, a limited liability company based in Florida. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Thompson is a CFP® and ChFC® financial advisor with Raymond James & Associates, bringing six years of industry experience. Prior to joining Raymond James in 2020, he spent 19 years at Munn's Sales & Service, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Rose is a Wealth Management Advisor with over 24 years of progressive experience in retail, commercial, and wealth management. He focuses on full-service wealth management planning, asset management, and risk mitigation, assisting clients with portfolio management, retirement planning, business succession planning, 401(k) services, estate planning strategies, portfolio construction, and risk management through insurance, long-term care, and annuities. Michael holds a Bachelor's degree from Radford University and a Master's degree in Business Administration from the University of Florida. He maintains professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Outside of his professional activities, Michael enjoys baseball, boating, cooking, fishing, football, golfing, horseback riding, reading, tennis, and woodworking. He is affiliated with Merrill Lynch Wealth Management and resides in Ocala with his family.

Jason Woodall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, he offers property and casualty insurance through Woodall and Associates, LLC as a supplemental business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational tools.

Frederic Siyufy is a Senior Financial Advisor with Merrill Lynch Wealth Management based in The Villages, Florida. He began his financial services career in 1988 and has developed extensive experience managing individual wealth through multiple and complex market cycles. His primary focus includes investment planning for retirement, where he employs a comprehensive approach that starts with understanding each client's unique goals and needs. Frederic holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, he dedicates time to volunteering with community organizations, reflecting a commitment to the tradition of community involvement upheld by Merrill Lynch.

Tyler Carver is a financial advisor with Raymond James & Associates, holding a Series 66 credential. He began his advisory role in 2026 and has previous experience at Hertz Global Holdings Inc., Bonita Endodontics, and Bed Bath & Beyond. Tyler is based in The Villages, FL. 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, charitable organizations, and municipal entities, offering financial planning and investment consulting through various specialized programs and research-supported strategies.

Robin Morgan is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and includes access to alternative investments through a dedicated due diligence process.

Sandra Sulik is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 36 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and analysis from its Global Investment Committee.

Robert Luther is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior advisor for The Luther Group. Since beginning his career in financial services in 2002, he has focused on estate planning strategies, portfolio construction, and client reviews. He was the founding president of the Tri-County Estate Planning Council of The Villages, Florida, and is a member of the Estate Planning Council of Marion County, Florida. Robert holds several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Florida State University with a bachelor's degree and also completed a master's degree at the same institution. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management services, women and wealth, and retirement income. Robert resides in Fruitland Park, Florida, with his family. His personal interests include adventure sports, biking, and chess.

Erin Hendrickson is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and &Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Prescott is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2021 as a Planning Consultant, bringing with her prior industry experience. Her career includes positions as a Retirement Plan Consultant at VALIC Financial Advisors and Transamerica, as well as roles in banking and investment consulting at JPMorgan Chase and TD Ameritrade. Throughout her career, Amanda has focused on providing personalized financial guidance tailored to the goals and needs of her clients. She emphasizes listening and understanding individual priorities to help clients and their families work toward financial objectives and prepare for life's milestones. Outside of her professional work, Amanda enjoys activities such as going to the beach, attending concerts, fitness, exploring culinary experiences, kayaking, and spending time with her pets.

Donald Oblazney Jr. is a financial advisor with Edward Jones in Leesburg, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent 27 years at Adtalem Global Education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Greg Harmon is a Planning Consultant at Fidelity Investments, where he partners with clients and their Wealth Planners to assist in establishing personalized financial plans. His role involves supporting investment decisions across various objectives including growth, income, and legacy planning, collaborating within a team dedicated to clients' financial journeys. Greg has extensive experience in the financial advisory field, having held roles at multiple firms. His career includes positions as a Financial Advisor at Royal Alliance Associates, Edward Jones, Merrill Lynch, Compass Brokerage, UBS Financial Services, and A.G. Edwards & Sons. Additionally, he served as an Investment Consultant at Scottrade from 2009 to 2018. Outside of his professional work, Greg's personal interests include beach activities, boating, camping, music, and parenthood.