Daniel Whitley is a financial advisor with Ameriprise in Mount Dora, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years and has served in the United States Army National Guard and United States Air National Guard since 2012. Outside of his advisory role, he is a Senior Airman in the DC Air National Guard, responsible for aircraft maintenance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

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 with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services using proprietary research and tools, with planning engagements generally provided on a discrete basis.

Christopher Calandra is a financial advisor with OSAIC, holding CFP® certification and Series 63 and 65 licenses, with 34 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Calandra is also the owner of Elliott Wealth Management Services, LLC, through which he offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios.

Brian Hentz is a CFP®-designated financial advisor with 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for five years. Outside of his advisory role, he is a managing member of Graunke & Hentz Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

Jordan La Marca is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. He has nine years of industry experience, including roles at Evershore Financial Group and Securian Financial Services. La Marca is also involved with Freedom Financial Group, LLC, where he works as an Investment Advisor Representative and insurance broker. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

David Christian is Vice President and Financial Consultant at Fidelity Investments. He has held several roles within the company since 2012, including Financial Consultant, Investment Consultant, Investments Representative, Retirement Solutions Representative, and Financial Representative. David's experience spans multiple aspects of financial consulting and investment solutions, contributing to his comprehensive understanding of wealth planning. He holds a California Insurance License. His approach centers on assisting clients with selecting wealth planning strategies tailored to providing benefits both currently and in the future.

Hudson Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he worked briefly at EverBank and spent time as a student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and modeling techniques.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with clients to develop financial plans aligned with their short and long-term goals, utilizing various investment strategies. Prior to his current position, Kyle served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. His earlier experience includes roles as an Account Manager at both American Portfolios (2019-2021) and MassMutual (2017-2019). Kyle's professional journey reflects a consistent focus on investment consultation and workplace planning within the financial services industry. His approach centers on educating clients about financial topics and equipping them with tools and resources to make informed decisions for their families. Outside of his professional career, Kyle has interests in beach activities, boating, fishing, football, golf, and parenthood.

Timothy Flynn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James since 2006 and spent 12 years at Independent Financial Partners. Flynn serves as a board member for the nonprofit Education for Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and supports both wrap-fee programs and municipal advisory services.

Mark Masson is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Zechariah Montera is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Western Governors University and Colorado Christian University. Montera is also a licensed Notary Public and an independent agent for Penn Mutual non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, alongside a range of discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

David Haslam is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He focuses on assisting individuals, families, and businesses with financial planning strategies that include retirement planning, legacy planning, tax minimization, and portfolio management services. David integrates a disciplined approach and leverages the resources and specialists at Merrill Lynch to tailor financial strategies that align with each client's goals and risk tolerance. Before joining Merrill Lynch, David gained 30 years of experience in business finance, management, and development across government and private sectors. He holds a Bachelor's Degree in Business from St Leo University and carries the Personal Investment Advisor (PIA) designation. His commitment is to provide service in a family office type environment that meets client needs and exceeds expectations. Outside of his professional work, David is involved with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often attending sporting events and outdoor activities throughout Florida.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Carl Johns Jr. is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Cetera. His career includes ownership and leadership roles in multiple financial and CPA firms, including Johns Benson & Johns CPAs PA and Johns Brothers Financial LLC. Outside of his advisory work, he serves as commodore and president of the Lake Weir Yacht Club, a community social organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform providing access to affiliated and third-party managers and offers various program structures under discretionary and non-discretionary authorities.

Gary Clancy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is a partner in Healthcare Business Planning Group, LLC, which markets services to physician practices, and serves as Vice President of Ascendancy Insurance Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizing individualized client plans.

David Niles is a CFP® professional with 40 years of industry experience, currently serving as an advisor at LPL Financial since 1991. He is based in Oxford, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.