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.

Janine Arno is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at FINRA for six years and Robbins Geller Rudman & Dowd LLP for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated investment products through 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 five years of industry experience. His prior work includes positions at Bank of America, N.A. and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 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.

Matthew Magnani is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and First Tee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements that can be combined with managed-account programs under a consolidated billing option.

Dorrie Esposito is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015. Outside of her advisory role, she owns Mozi Financial Group and serves as a group leader for Friends in Business in High Springs, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Alyssa Fortner is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 license and has three years of industry experience. Her work history includes roles at various Raymond James entities and The Kitchen. She is also involved with The Barber Group LLC in a client support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and has notable municipal and public-finance expertise.

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.

Phoebe Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked at Fidelity Investments and Primerica. 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 tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Paul Wrisley is a financial advisor with Raymond James & Associates in Gainesville, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. Raymond James & Associates, Inc. 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, charitable organizations, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with primarily non-discretionary advisory relationships.