Tina Arpaia McCann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with NewULife, a homeopathic HGH production and sales company, where she participates as a distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Sophie Lancaster is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. In addition to her advisory role, she serves as president of the nonprofit Batoirai Widows & Orphans, is the founder of the nonprofit Global Reach, and acts as a pastor at Activate Church in Gainesville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to utilize affiliated and third-party investment models.

Jonathan Broska is a financial advisor with Edward Jones in Gainesville, Florida, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent 15 years at the University of Florida. Outside of his advisory role, he works as a college basketball official and serves as president of the BNI Lunch Bunch networking group in Gainesville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national advisor and branch network and offers additional services such as tax-efficient overlays and securities-based lending.

Mark Sullivan is a financial advisor with Stifel in Gainesville, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior firms include Morgan Stanley Private Bank, where he worked from 2015 to 2017, before joining Stifel Nicolaus & Co Inc in 2017. Outside of financial advising, he is involved in farming through Sullivan Farms, LLC, which focuses on cattle and hay sales, and serves as president of multiple homeowners associations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Toops is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. He previously worked at CUSO Financial Services, SWBC Investment Company, SWBC Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Reagan Potts is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gainesville, FL, Potts holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Lance Strickland is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. He is based in Gainesville, FL. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing sub-advisers and employing formal governance and proxy-voting procedures.

Dustin Smith is a financial advisor with Merrill in Gainesville, FL, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America, Prudential Insurance Company of America, Equitable Advisors, and the International Monetary Fund. Outside of finance, he is involved as an owner of Moon Tree Farm, a family-operated business offering wellness retreats and handcrafted goods. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment approach includes diverse strategy options overseen by a central investment office, with tax-focused capabilities and integration with Bank of America’s broader financial platform.

Gregory Grooms is a CFP® with 31 years of industry experience currently serving at Charles Schwab since 2016. His prior roles include positions at 1 St Global Advisors, Inc., Davis, Monk & Company, and 1st Global Insurance Services, Inc. Grooms is also a member manager of MHS Partners LLC, a limited liability company used for administrative and payroll purposes. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio investment approach and centralized operational infrastructure.

Tyler O Neill is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at GIA Partners, LLC. His background also includes positions outside the industry, such as roles at Crate and Barrel and North Hempstead Country Club, as well as involvement with Bramalo's Pizzeria. Merrill, together 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, pension plans, corporations, and charitable organizations.

Hannah Peterson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Bank of America for five years and at Starbucks for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tomas Galavis Odreman is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them pursue those goals. He provides ongoing advice and guidance, adapting portfolio strategies as clients' needs change. Tomas's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He obtained a Bachelor's and Master's degree from Universidad Simon Bolivar and a Master's degree from Instituto de Estudios Superiores de Administracion. Tomas is fluent in English and Spanish. Outside of his professional work, Tomas enjoys activities such as adventure sports, camping, cooking, dancing, pickleball, rock climbing, skiing, soccer, tennis, and traveling.

Frederick Hilton is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he spent over two decades with Cuna Brokerage Services and has been involved with Campus USA Credit Union since 2006. Hilton also serves as a notary and has held program management roles related to investment services within financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Ryan Westerburg is a Wealth Management Advisor and managing partner of Davis, Westerburg & Associates at Merrill Lynch Wealth Management. He leads a nationally recognized wealth management team entrusted with overseeing more than $1 billion in private and institutional assets as of July 2026. Ryan is responsible for overseeing practice operations, establishing the team’s investment philosophy, and serving as lead portfolio manager. He works with affluent clients whose complex financial situations require sophisticated planning and dynamic solutions, focusing on areas such as education planning, retirement planning, philanthropic planning, tax minimization, and portfolio management services. Ryan holds the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute®, the Chartered Retirement Planning Counselor™ (CRPC™) designation, FINRA Series 7 and 66 registrations, and Florida Life, Health, and Variable Annuity insurance licenses. He has completed accredited certificate programs from the College for Financial Planning, University of Pennsylvania, and College of Southern Nevada. Ryan also completed the executive education program at The Wharton School of University of Pennsylvania. He is a member of the Investments & Wealth Institute. Originally from Cleveland, Ohio, Ryan moved to Florida in 2010 and resides in Gainesville. He is involved in the community, serving on the Board of Directors for Young Life Gainesville and the Santa Fe College International Center. He also supports charitable organizations such as Habitat for Humanity. Outside of work, Ryan enjoys playing golf and tennis, volunteering, traveling with family and friends, and following the Florida Gators and Cleveland sports teams.

Zane Shelley is a financial advisor with Charles Schwab in Gainesville, FL, holding a Series 66 license and 10 years of industry experience. His prior roles include positions at 1st Global Advisors, Inc., 1st Global Capital Corp., and Davis-Monk Financial Group. Outside of finance, he was involved with First Magnitude Brewing Inc. for six years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of investment options supported by centralized operational and due diligence resources.

Thomas Turk is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wells Fargo Clearing since 2016, following tenure at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves as secretary for the Villages of Weatherly Homeowner's Association in Gainesville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Rizzo is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

James Curbow is a CFP®-designated financial advisor with 28 years of industry experience, currently with Stifel since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2009 to 2022. Outside of his advisory role, he serves as Vice President of the Athletic Booster Board at Oak Hall School in Gainesville, FL. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing client discretion in implementation.

Jennifer Taylor is a financial advisor with Wells Fargo Advisors in Gainesville, FL, holding a Series 66 designation and 27 years of industry experience. She has worked within various Wells Fargo entities since 2003. Outside of her advisory role, she co-owns Legacy Wealth Management Group LLC and serves as a trustee and power of attorney for family-related trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools, with clients able to implement these through brokerage or advisory programs as desired.

Marcus Ford is a financial advisor with Ameriprise in Gainesville, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Ford serves as Treasurer on the Board of Directors for Made For More, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.