Dale Camillo is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2007. Outside of his advisory role, he is the owner of a home-based travel agency operating under the DBA Land Sea or Air Travel. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from LPL Research and third-party subadvisors.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and also serves as an assistant manager and notary at Campus USA Credit Union, where he has worked since 2015. LPL Financial serves individuals, retirement plans, banks, credit unions, and corporations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Jessica Whitehurst is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. She holds roles at multiple entities including JLW Financial, LLC, and JOHNS VIERA, LLC, and previously worked at Womble Bond Dickson. Outside of financial advising, she provides accounting and tax services as an accountant at JOHNS BENSON & JOHNS CPAS, P.A. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelly Pabst is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Ocala, Florida. She has been with Merrill Lynch since 2013 and focuses on providing personalized financial strategies to help clients pursue their long-term goals. Kelly works with clients across various areas including divorce transition planning, education planning, family wealth management, legacy planning, liquidity management, and retirement income. Her approach incorporates access to investment insights from Merrill as well as banking and lending solutions from Bank of America. An Ocala native, Kelly holds a Bachelor's degree from the University of Florida. Prior to joining Merrill Lynch, she pursued a career in nonprofit fundraising. She decided to transition into financial advising to positively impact the lives of others, following in the footsteps of her father and joining the Merrill team. Kelly holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly maintains a commitment to community service, actively volunteering with organizations such as the Boys and Girls Club of Marion County, Interfaith Emergency Services, and the United Way of Marion County. She is dedicated to contributing to her family's legacy of community involvement in her hometown of Ocala.

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.

Scott McArthur is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he has ownership interests in FMC Real Estate and Scott McArthur, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

John Meffert IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ocala, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill for ten years. Meffert is a partner in Scroggie, Meffert Davis & Associates, a marketing practice affiliated with Raymond James, and is also involved in a wealth management business operating from a building he co-owns with partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Scott Tomaszewski is a financial advisor at Raymond James & Associates in Ocala, FL, holding a Series 66 designation with seven years of industry experience. He previously worked at TS Trading Systems from 2010 to 2019 and concurrently with Raymond James since 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, and it also serves municipal clients through public finance and institutional consulting services.

Ruby Boddie is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles at JDA TSG, Jackson Hewitt, PFS Investments Inc., and Primerica Financial Services. She has also been involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm manages client portfolios through model-delivery strategies and discretionary accounts, supported by third-party asset managers and custodians.

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.

Marina Voblikova Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Shawn White is a financial advisor with Equitable Advisors in Ocala, FL, holding a Series 66 designation and three years of industry experience. He has been with Equitable Advisors since 2022, following previous roles including work at Ayanna and a period as a student. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Braunschweiger is a financial advisor at Thrivent Investment Management in Ocala, FL, holding a Series 66 license and bringing 30 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and flexible planning options that can be combined with managed-account programs, while maintaining separate planning and portfolio management services.

Veronica Vera is a financial advisor with Fidelity who holds a Series 66 designation and has six years of industry experience. Her prior work experience includes roles at TD Ameritrade and Rasmussen College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. He has previously worked at CUSO Financial Services, Cuna Brokerage Services, and Cuna Mutual Group. Johnson operates a business under the name Florida Wealth Management related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with access to model portfolios, research, and technology-driven investment solutions.

Graham Rigby is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Eagle Fund Distributors. Outside of his advisory work, he serves as co-chair of the Tampa Alumni committee for UCF Tampa Alumni. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with a focus that includes municipal and public finance services.

Sergio Burzotta is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 22 years of industry experience. His career includes over a decade of service within various branches of Wells Fargo. He is also the owner of Burzotta Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools across a broad range of financial needs.

Gary Rigby is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.