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 one year of industry experience and a Series 66 designation. She has been with Edward Jones since 2022 and previously worked at First Christian Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

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 Services Advisors, Inc. He has worked at Morgan Stanley and has been involved with the Banks Carroll Group since 2017, where he provides financial planning and Certified Divorce Financial Analyst (CDFA) consulting, including mediation services for divorcees. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 with five years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. 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 strategies for individuals, high-net-worth clients, and various 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 Services Advisors, Inc., holding a Series 66 designation and bringing 28 years of industry experience. She has previously worked at Morgan Stanley and Morgan Stanley Private Bank, and currently manages the Banks Carroll Group, where she also provides Certified Divorce Financial Analyst consulting and mediation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting its clients through a broad network of advisory programs and specialized offerings.

John Carpenter IV is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 in Gainesville, FL, with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AssetMark Financial Holdings and CUNA Brokerage Services. In addition to his advisory role, Williams is involved with Bridlewood Medicare Insurance on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.

Kathryn Lancaster is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones for 14 years before joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools.

Frank Davis is a financial advisor with Merrill in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Bank of America and Merrill since 2009. Outside of his advisory role, he serves as an officer for the Fregly Foundation, a charitable organization, where he advises on grant requests and organizes annual meetings, and he is also an advisor on the board of directors for the fundraising arm of a local girls club. 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.

James Hawkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years before joining Raymond James in 2019. Outside of his advisory role, Hawkins is involved part-time with Plus One Health Management, where he occasionally officiates recreational sports such as flag football, basketball, soccer, and softball. 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 nonprofits, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Kirk Kinsman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Kinsman is also affiliated with Gainesville Financial Solutions Group as an insurance advisor and teaches at the University of Minnesota. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.