David Perkins is a financial advisor with Truist Advisory Services in Ocala, FL. He holds a Series 66 credential and has been with Truist Investment Services since 2026. Prior to his current role, he was involved in various business operations including freight transportation and auto detailing. 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 with third-party platform and manager arrangements and offers specialized programs such as AMC Advantage for clients seeking third-party manager appointments.

Raul Fernandez is a Series 65-licensed financial advisor with Equity Services, Inc. in Ocala, FL, with two years of industry experience. Prior to joining Equity Services and National Life Group in 2025, he spent 12 years with Knights of Columbus. Outside of advising, he is involved in woodworking and 3D printing and participates as a volunteer mentor with the Knights of Columbus. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and the use of third-party asset managers.

Casey Moag is a financial advisor with Bankers Life Advisory Services, Inc. based in Ocala, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to develop tailored asset allocations and offers customized portfolio management across a range of securities.

Roger Finder is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been with Commonwealth since 2005. In addition to his advisory role, he is a certified divorce financial analyst and a co-owner of Centre Real Estate, LLC, which owns his branch office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Gustavo Cala is a financial advisor with Eagle Strategies (New York Life) based in Silver Springs, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He is the owner of Cala Financial Group, LLC and has been involved with Shark Sign S, Inc., a business specializing in electrical signage projects. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

William Mcleod Jr. is a financial advisor with Mass Mutual Investors Services in Ocala, FL, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2005. Mcleod serves on the board of the Bay Laurel Center Community Development District. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with financial planning structured as collaborative, annual engagements using firm-approved tools.

Joan Coke is a financial advisor with Ameriprise in Ocala, FL, holding the Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise since 1986, including its predecessor entities, and currently owns the building housing her Ameriprise office. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with significant investable assets under management.

Richard Little is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 13 years of industry experience. His prior firms include Raymond James & Associates and InvestCloud, and he is also the owner of Kahn Little LLC, a business unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives.

Geri Scott is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of advisory work, she is an independent travel agent with Evolution Travel, a role she has held since 2018. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and custodians to implement its investment models and operates under a tiered wrap-fee structure.

Monette Spears is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

James Fesperman is a financial advisor with Equitable Advisors in Ocala, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Wells Fargo Mortgage, and Blackston Financial Group. He is also the managing member of Rising Sun Home Care, LLC, an assisted living and home care business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs to implement personalized investment strategies.

Denise Adams Mccauley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her previous roles include positions at PNC Investments, BBVA Wealth Solutions, and BBVA Securities. Outside of her advisory work, she has involvement in real estate ownership in the Bahamas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, ongoing retirement-income planning advice based on detailed analysis and a range of proprietary and third-party tools.

Justin Yancey is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at National Planning Corporation/Graunke & Hentz Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Gregory Stevens is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a volunteer member of the Finance and Investment Committee at Blessed Trinity Catholic Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Garrett Suydam is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing for four years and has been with Raymond James & Associates for a combined total of ten years. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diana Dawson is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and UBS Financial Services during her career. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Nicholas Navetta is a financial advisor with Edward Jones in Ocala, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the U.S. Army Reserve, a role he has held since 1980. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Christopher Calandra is a CFP® professional with 34 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc., OSAIC Services, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Eastern Point Advisors Inc. Outside of his advisory work, he is the owner of Elliott Wealth Management Services, LLC, which offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm provides a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and supports various investment strategies through a multi-advisor platform.