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 with two years of industry experience. Prior to joining Primerica, he worked at Uber and Network Capital and has been involved with Safer at Home LLC since 2018. He also has experience in non-investment-related sales through affiliated Primerica entities. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 with Merrill Lynch Wealth Management. With over 22 years of experience at Merrill, he specializes in providing personalized wealth management strategies tailored to the unique financial goals of his clients. Born and raised in Orlando, Florida, Scott earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. Shortly after graduation, he began his career with a small independent firm in Jacksonville before joining Merrill. His areas of expertise include corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Scott is married with two sons and values spending time with his family in outdoor activities such as boating, fishing, hiking, football, and hunting. He and his family are actively involved in their church, participating in fundraising and community service projects. Scott holds the Personal Investment Advisor (PIA) designation and is committed to helping clients pursue their long-term financial goals with the same dedication he applies to his own family.

Howard George IV is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 65 credentials and four years of industry experience. He has been with Wells Fargo Bank and its affiliates since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines proprietary research and third-party analytics to evaluate investment options within a diversified framework and offers 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 at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Campbell operates a business entity for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 credentials and bringing 39 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he is involved in several business ventures, including managing a men's health business and a restaurant group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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 Series 66-licensed financial advisor with 15 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for a decade. Meffert is a partner in Scroggie, Meffert Davis & Associates, a local support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools, including risk profiling and modeling, to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 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.