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 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 in Ocala, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at JDA TSG, Jackson Hewitt, and PFS Investments Inc. She has also been involved in sales of non-investment products related to home security and mortgage referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary management with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Alexander Green Ortiz is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors prior to joining OSAIC. Outside of his advisory role, Ortiz is a sole proprietor of AGO & Associates, where he sells and services health insurance, annuities, and life insurance products. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.

Marina Voblikova Davis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. She has worked within various divisions of JPMorgan Chase since 2015, including JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative due diligence to build model asset allocations and incorporates an ESG eligibility framework.

Shawn White is a financial advisor with Equitable Advisors in Ocala, FL, holding a Series 66 credential and four years of industry experience. His prior roles include work at Ayanna and the St. Petersburg Country Club, along with periods outside the workforce and as a student. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Kevin Braunschweiger is a financial advisor with Thrivent Investment Management in Ocala, FL, holding a Series 66 designation and 31 years of industry experience. His career includes nine years at Eagle Strategies (NY Life) and multiple tenures with Thrivent since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary portfolio management or institutional advisory services.

Graham Rigby is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has held roles at Carillon Tower Advisers, Inc. and Eagle Fund Distributors prior to joining Raymond James, where he has worked since 2017. Rigby serves as co-chair of the UCF Tampa Alumni committee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions using a range of portfolio management styles and affiliated research.

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 prior roles include nine years at Wells Fargo Clearing and two years at Merrill. He owns Burzotta Wealth Management, an investment-related business based in Ocala. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad array of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, which clients may implement through various brokerage or advisory programs.

Gary Rigby is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Raymond James & Associates since 2014. 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, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services through multiple portfolio management styles and affiliated research.

Jorge Vazquez is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 credential and has worked previously at Cetera Investment Services, Regions Bank, M&T Securities, and AXA Advisors. Vazquez also operates Vazquez Wealth Management, LLC, providing investment advice to local individuals and businesses. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and alternative investments.

Kevin Ledzian is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities for 17 years prior to joining Osaic in 2025. In addition to his advisory work, he is a chess coach providing private tutoring for both scholastic and adult students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.

Andrea Slaughter is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 credential and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by extensive research and model manager options.

Kevin Holmes is a ChFC® credentialed financial advisor with 24 years of industry experience. He currently works at OSAIC and previously held roles at Securities America, Inc. and Investacorp Inc. He is based in Ocala, FL. OSAIC serves a wide range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing advisors with tools to implement customized investment strategies.

Derek Miller is a financial advisor with Ameriprise in Ocala, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Alejandra Cabrera is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brandon White is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having also worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Austin Vealey is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Lincoln Financial Securities and J. W. Cole Advisors. Outside his advisory role, Vealey owns and operates Acorn Tax and Wealth Advisors, providing tax analysis and consulting services for small businesses and individuals. OSAIC serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment approach that includes asset allocation, portfolio optimization, and a variety of advisory and brokerage services.

Ronald De Vries is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at Edward Jones, U.S. Bancorp, and Compass Retirement Solutions. In addition to advising, he is a licensed insurance agent working with various carriers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.