William Chambers Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1980 and with Bank of America since 2011. Chambers serves as a director of the Community Foundation of Marion County and leads the Tocqueville Society at the United Way of Marion County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerry Furlong Jr. is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Raymond James since 2011 and previously served in the National Guard for 23 years. Outside of advisory services, he is involved in agricultural ventures as a co-owner of Bruner Tree Farm, LLC, and serves on the Marion County Parks and Recreation Advisory Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal finance and retirement plan consulting.

Patricia Hall is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2006. Outside of her advisory role, she manages a farming business in Ocala, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

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, Florida, holding the Series 66 designation and 21 years of industry experience. His prior roles include positions at Stifel, UBS Financial Services, and A. G. Edwards & Sons, Inc. He also manages Thomas Fleck, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Spires is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spires is based in Ocala, Florida. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ryan Schmitz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Trade-PMR, Bucket List Wealth Management, Suncoast Credit Union, and a decade at the Alachua County Sheriffs Office. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Tiffany Gulick is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Her prior work includes roles at Merrill and Berenberg Capital Markets, LLC. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Jennifer Cody is a financial advisor with Merrill in Ocala, Florida, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held positions in clinical research and healthcare administration. Outside of her advisory role, she is an independent coach for Beachbody, assisting clients with health and fitness goals. 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 individuals, high-net-worth clients, and institutional investors.

Warren Judson Scroggie is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked for Bank of America and Merrill for 15 years before joining Raymond James in 2024. Outside of his advisory role, he is a partner in a business that will operate a wealth management office and is involved with several other local business ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals, and it maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Jonas Woike is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Uber and Network Capital, as well as entrepreneurial experience with Safer at Home LLC. He is also involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily delivering advisory services through model portfolios created by unaffiliated asset managers.

Minor Bond III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Trinity Catholic High School for 13 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Thomas Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in wealth management. He specializes in areas including corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Prior to his tenure at Merrill, he worked for a small independent firm in Jacksonville, Florida. Scott was born and raised in Orlando, Florida, and earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. He holds the Personal Investment Advisor (PIA) designation. Throughout his career, he has utilized advanced wealth management planning programs to assist clients in pursuing and achieving their financial goals. Scotts's personal life is centered around his family; he is married with two sons. The family enjoys various outdoor activities such as boating, fishing, football, hiking, and hunting. They are actively involved in their church, participating in fundraising and community service projects. His dedication to family and community informs his approach to working with clients to develop personalized financial strategies aligned with their long-term goals.

Howard George IV is a financial advisor with Wells Fargo Clearing in Ocala, FL. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA and spent two years at Southern Comfort Mobile Homes. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, offering 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 with LPL Financial based in Ocala, FL, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and A.G. Edwards & Sons. Campbell is associated with A & A Campbell Financial Services, LLC, a business entity for tax and investment purposes related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Derby Bernadel is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2019, he worked at Mondelez International from 2013 to 2019. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

John Anastasia Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Ameriprise Financial Services, Wells Fargo Clearing, Merrill, and Advest. Outside of advising, he is involved in several business ventures, including managing a men’s health business and co-owning a restaurant group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of investment adviser representatives.

Dale Camillo is a financial advisor with LPL Financial in Ocala, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with LPL Financial since 2007, following roles at Banc of America Investment Services and A.G. Edwards & Sons. Outside of his advisory work, he operates a travel agency under the name Land Sea or Air Travel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and supporting over 22,800 advisors nationwide.

Jessie Morgan is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Jessie worked at PFS Investments Inc. and held various roles in the automotive industry from 2016 to 2021. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily relies on model-based investment strategies managed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, focusing on delivering advisory services through client information gathering and model recommendations.