Sadie Gatch is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 27 years of industry experience. She has worked with Truist Advisory Services and related entities since 2013, including SunTrust Advisory Services and SunTrust Bank. 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, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Terry Schueler is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016, following a period at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Matthew Buckman is a financial advisor with Independent Financial Partners, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James and Associates and Northwestern Mutual. Outside of his advisory role, he is also an agent with Crump Life Insurance Services, focusing on life, disability income, and long-term care insurance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at BB&T Securities before joining Truist and has been with Truist Advisory Services since 2021. Outside of her advisory work, Zaneh teaches yoga classes locally and participates in charitable fundraising events through yoga partnerships. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, while emphasizing inter-affiliate integration within the Truist enterprise.

Wayne Hastad is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

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 CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2020, and previously held positions at Raymond James & Associates and Morgan Stanley. Outside of his advisory work, he owns and operates Stirling Food Systems, a cooking oil distribution business in Florida, focusing on logistics and inventory management. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm supports a large network of advisors and is notable for its retirement-plan advisory capabilities, including ERISA fiduciary services and partnerships providing trustee services.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a rider coach for the Motorcycle Safety Foundation, teaching motorcycle riding skills in Ocala, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support investment decisions.

Don Eves is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with VOYA Financial Advisors since 2014 and simultaneously serves as president of Premium Resources, Inc., a life insurance and long-term care marketing and sales business he has led since 1990. Eves also oversees the development and distribution of a web-based retirement program through Reachable Retirement, Inc. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to structure client relationships, providing a mix of discretionary and non-discretionary management across a broad product shelf.

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.

Jeffrey Tucker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Tucker serves on the financial board of a local church, reviewing monthly financial statements and advising on charitable donations. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research while maintaining integrated service arrangements across its affiliated entities.

Jason Bingham is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Penn Mutual Life Insurance Company, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory role, he is active as an insurance agent with 1847Financial, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, JP Morgan Securities, and Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party model providers.

Daniel Bonder is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked with Arbor Point Advisors, Securities America, Beacon Financial Advisory, and Capital Analysts. In addition to his advisory role, he is an attorney providing estate planning services. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment management and financial planning solutions, utilizing both fundamental and technical analysis alongside access to alternative investments and co-advisory arrangements.

Kyle Kay is a financial advisor with SPC in Ocala, FL, holding the CFP® designation along with Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at Parkland Securities LLC, AE Wealth Management, LLC, and Assurity Retirement Solutions, LLC. Outside of his advisory work, he is 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 client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through various account programs and strategic partnerships.

Danny Benedetti is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked predominantly with Citizens Securities, with a brief tenure at Cadaret Grant & Co., Inc. Outside of his advisory role, he assists with clerical work for his spouse’s travel business, B Anywhere Travell. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with integrated bank affiliations.

Thomas Fontana is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with Bb&T Securities. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its manager-selection programs and supervisory oversight.

Bret Mickel is a financial advisor with Lincoln Investment in Belleview, FL, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Mickel also serves as president of a fixed insurance business and acts as a sales and servicing representative for supplemental benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management with a strategic investment approach supported by an in-house research team and third-party managers.