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.

Vicki Suits is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2005 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Angela Phillips is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2022, she worked in education, including five years at First Christian Academy and two years at Santa Clarita Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindy Crews is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2015, including her current role beginning in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its registered broker-dealer, investment adviser, and futures commission merchant platforms.

Ashley Banks is a CFP® with 34 years of industry experience, currently affiliated with Raymond James Financial in Gainesville, FL. Prior to joining Raymond James, he worked at Morgan Stanley for nine years. He is the owner of Banks Carroll Group, where he provides financial planning and Certified Divorce Financial Analyst (CDFA) consulting services focused on divorce-related financial issues. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory solutions and has specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Nathaniel Wingfield is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forvis Mazars LLP and the University of Florida. He serves as a volunteer finance committee member for Gianna's Place in Gainesville, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Robert Bonanno is a financial advisor with Merrill in Gainesville, FL, holding a Series 66 designation and five years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2016, and briefly worked at Wells Fargo in 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Harrison is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009 and also has a 50% ownership interest in Legacy Capital Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients meeting a net-worth threshold.

Donna Carroll is a financial advisor with Raymond James Financial in Gainesville, FL, holding a Series 66 designation and 28 years of industry experience. She has worked at Raymond James and its affiliates since 2017 and previously spent eight years with Morgan Stanley and two years with Morgan Stanley Private Bank. Carroll is also a Certified Divorce Financial Analyst and managing partner of the Banks Carroll Group, where she provides CDFA consulting and financial advisory services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory solutions supported by institutional resources and has specialized programs for small businesses and municipal clients.

John Carpenter IV is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory services.

Charles Newsom is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience in the financial services industry. He specializes in areas including education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Charles earned a Bachelor of Science degree in Finance from Florida State University in 1992. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to joining Merrill Lynch in 2004, he served as Vice President and Banking Center Manager for NationsBank/Bank of America for 11 years. A native of Gainesville, Charles remains active in his community, having served as a past Vice President of the Ronald McDonald House of Gainesville and participating as an allocations committee chair for the United Way of Gainesville. He lives in Gainesville with his wife Beth and their three children and enjoys tennis, scuba diving, and watching his children participate in sports.

Stephen Cuneo is a Wealth Management Advisor and a member of Davis and Associates at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016 and applies a goals-based investment platform to support clients in their wealth management. His approach focuses on understanding clients' goals and concerns to develop customized strategies. Since entering the financial services industry in 2001, Stephen has concentrated on areas including estate planning, investments, wealth transfer, and retirement income. His client focus covers college education planning, family wealth management strategies, services for endowments and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Stephen earned a Bachelor of Science in Health Education from Western Connecticut State University in 1994. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, he participates as a parent volunteer in a church youth group and has interests in baseball, biking, football, golfing, running, and skiing.

Matthew Surrency is a CFP® professional with seven years of experience at Edward Jones in Alachua, FL. Prior to joining Edward Jones in 2019, he worked for the City of Hawthorne for 14 years and for Florida Septic Inc. for 14 years. Outside of his financial advisory role, he serves as a baseball coach for middle and high school students and works as a football spotter during University of Florida games. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jermaine Williams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at AssetMark Financial Holdings and CUNA Mutual Group. He is also involved with Bridlewood Medicare Insurance, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services.

Kathryn Lancaster is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Frank Davis is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked at Bank of America, N.A. and Merrill since 2009. Outside of his advisory role, he serves as an officer of the Fregly Foundation, a charitable organization, advising on grant requests and organizing annual meetings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Luke Chauncey is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with individuals and families to define their financial goals and develop personalized investment strategies. He provides ongoing guidance to help clients navigate various financial decisions and life changes. His areas of focus include education planning, legacy planning, personal retirement planning, and tax minimization. Luke holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Florida Gulf Coast University. Outside of his professional work, Luke enjoys golfing, spending time with his family, and traveling.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2013 to 2019. Outside of his advisory role, Hawkins officiates recreational sports such as flag football, basketball, soccer, and softball on a part-time basis. Raymond James & Associates provides financial planning and investment consulting 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 through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Mychelle Angstadt is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining the financial industry, she served on the Columbia County School Board for 15 years and was a caregiver for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning and offers a combination of planning and managed-account services under a consolidated billing option called WealthPlan.

Joshua Fischer is a financial advisor with Mass Mutual Investors Services in Gainesville, FL. He holds the ChFC® and Series 66 designations and has 16 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also licensed as a life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various investment programs.