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.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. His career includes roles at J.P. Morgan Securities, Ameriprise, CUNA Mutual Group, and CUSO Financial Services. He operates a DBA, Florida Wealth Management, related to his LPL business. 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, supported by extensive resources and technology.

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.

Dawn Maurer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2004 and previously operated Maurer Inc. Outside of her advisory role, she has performed part-time data entry work as a contractor for WCC, LLC. Charles Schwab 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, combining non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Kevin Ledzian is a financial advisor with OSAIC, holding the Series 63 designation and bringing 28 years of industry experience. Prior to joining OSAIC in 2025, he spent 17 years at Lincoln Financial Securities and has also been active with Ledzian & Associates since 1998. Outside of his advisory work, he coaches chess in a structured setting, providing private tutoring to both scholastic and adult learners. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services with multiple investment platforms and third-party solutions.

Andrew Breese is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 65 designations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Montemurro is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Ocala, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices nationwide.

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®-designated financial advisor with 24 years of industry experience. He is currently with OSAIC, where he has worked since 2024, following prior roles at Securities America, Inc. and Investacorp Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services along with various third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Brenda D'arville is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked at various Raymond James entities since 2011 and was involved with DW Commercial Property, LLC from 2019 to 2023. Outside of her advisory role, she owns and manages D'Arville & Co., Inc., providing tax preparation and business management services. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Tracy Alm is a CFP® professional with 27 years of experience, currently serving clients at Raymond James & Associates since 1999. She holds Series 63 and Series 65 licenses. Alm also acts as a lender for a personal loan to a family member involved in a rental real estate business. 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, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

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® with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held previous roles at Merrill, Bank of America, and Raymond James. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework.

Austin Vealey is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Lincoln Financial Securities and J.W. Cole Advisors. Outside of his advisory work, Vealey is the owner of Acorn Tax and Wealth Advisors, where he provides tax analysis and consulting services for small businesses and individuals. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, financial planning, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Neville Melvin is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at SunTrust Investment Services, Truist Advisory Services, Ameriprise, and Merrill. He is a minority owner of a family-run business involved in the sales and installation of bathroom fixtures, though he is not involved in its management. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with options ranging from model portfolios to bespoke strategies across discretionary and non-discretionary accounts.