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, holding Series 65 and Series 66 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Wells Fargo Bank, NA beginning in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides 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.

David Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Community Bank & Trust Of Florida, and Invest Financial Corporation. He is also the owner and financial advisor at Sensible Financial Solutions and works as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial arrangements.

Joshua Dunbar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked with LPL Financial and CAMPUS USA Credit Union since 2023 and has been associated with CAMPUS USA Credit Union since 2015, where he also serves as Assistant Manager and Notary. 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 management solutions, utilizing both proprietary research and third-party strategies across diverse asset allocations.

Kelly Pabst is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Ocala, Florida. She has been with Merrill Lynch since 2013, serving clients with personalized wealth management strategies tailored to their individual financial goals. Her areas of focus include divorce transition planning, education planning, family wealth management, legacy planning, liquidity management, retirement planning, socially responsible investing, tax minimization, and retirement income. Kelly works to help clients pursue their long-term financial objectives through customized financial strategies. A native of Ocala, Kelly graduated from the University of Florida with a Bachelor's degree. Before joining Merrill Lynch Wealth Management, she pursued a career in nonprofit fundraising. Following in her father's footsteps, she transitioned to financial advising to positively impact the lives of others through wealth management. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly is actively involved in her community, participating in charitable organizations including the Boys and Girls Club of Marion County, Interfaith Emergency Services, and the United Way of Marion County. She is committed to contributing to her family's legacy of community service in her hometown.

Samuel Boyle is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Vetted Security Solutions and served six years in the United States Army. Boyle is a board member of Boyle Construction Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing over $1 trillion in assets.

Ausra York is a financial advisor at Osaic with seven years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory role, she assists with bookkeeping and administrative duties at a family-owned fish farm and is a notary public. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

John Meffert IV is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill from 2014 to 2024. He is a partner in Scroggie, Meffert Davis & Associates, a marketing practice affiliated with Raymond James, and is also involved as a partner in a business that operates their wealth management office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

Scott Tomaszewski is a financial advisor at Raymond James & Associates based in Ocala, FL, holding a Series 66 designation with seven years of industry experience. He previously worked at TS Trading Systems and TS Trading Systems, Inc. from 2010 through 2023. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research resources.

Ruby Boddie is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at JDA TSG, Jackson Hewitt, and PFS Investments Inc., among others. She is involved in sales of investment-related products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm supports approximately 3,698 advisors and manages around $15.5 billion in assets.

Alexander Green Ortiz is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has previously worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors. Outside of advisory roles, he operates an insurance agency focused on health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Wendy Woods is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Alongside her financial career, she has been involved with Bikram Yoga Fort Collins since 2005. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies.

Carolyn Caffee is a financial advisor with Raymond James & Associates in Crystal River, FL. She holds Series 63 and Series 66 designations and has 33 years of industry experience. Carolyn has been with Raymond James & Associates since 1987. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.