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®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having also worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Austin Vealey is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Lincoln Financial Securities and J. W. Cole Advisors. Outside his advisory role, Vealey owns and operates Acorn Tax and Wealth Advisors, providing tax analysis and consulting services for small businesses and individuals. OSAIC serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment approach that includes asset allocation, portfolio optimization, and a variety of advisory and brokerage services.

Ronald De Vries is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at Edward Jones, U.S. Bancorp, and Compass Retirement Solutions. In addition to advising, he is a licensed insurance agent working with various carriers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mathew Feehan is a financial advisor at Osaic Wealth, Inc. in Ocala, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include five years at Wells Fargo Clearing and ongoing service in the U.S. Army National Guard since 2011. Feehan is also an independent insurance agent providing fixed insurance, long-term care, and disability insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager programs.

Eric Perlman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and previously worked at Felix Storch Inc. from 2009 to 2017. His activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Carte is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Edward Jones, Carte worked at Cetera Wealth Services, Collier Jernigan & Goedert PA, Avantax, and 1ST Global Advisors, among other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Grace Grifferty is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she held positions at Goldman Sachs, Jounce Therapeutics, and the Belfer Center for Applied Cancer Science. Outside of her advisory role, she is a partner at Alexandria Consulting Team, LLC, a consulting firm where she contributes on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Thomas Brinker is a financial advisor with Edward Jones in Ocala, FL, holding Series 66 and Series 63 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. 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 under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors.

Christina Depalma is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Merrill Lynch, Prudential Insurance Company of America, and LPL Enterprise, LLC. She is also involved with Griswold Home Care for Ocala & The Villages and Ahavah va Avodah Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by third-party asset managers. The firm operates with approximately 3,935 advisors and manages around $15.5 billion in assets under management.

Ross Davis III is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Bank of America, Merrill, and Morgan Stanley. Davis is a partner in a local business venture related to office space and is involved in a financial advising marketing support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations in municipal and public finance.

Brent Dorman is a financial advisor with Wells Fargo Clearing in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include over a decade at Morgan Stanley and its affiliates from 1997 to 2012. He serves as a trustee for several irrevocable trusts, a role outside of his advisory duties. Wells Fargo Advisors is a nationwide securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages significant assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform its diversified investment approach.

Todd Blankenship is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing and 11 years at A. G. Edwards & Sons, Inc. He also owns and operates Blankenship Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored client recommendations.

William Shepard III is a financial advisor with Raymond James & Associates in Ocala, Florida, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he serves as Director of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners with food, housing, and job support, and he is a board member of The Gannett House - First Amendment Museum in Augusta, Maine. 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 charitable organizations, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Marci Exum is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2000, including recent roles at Reveille Wealth Management and Raymond James Financial. 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 investors. The firm offers tailored, non-discretionary consulting using risk profiling and advanced modeling tools, and supports clients through various advisory programs and partnerships.

Jose Torres is a financial advisor with LPL Financial in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 10 years with Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of strategic, tactical, and customized investment approaches.

Jody Schilling is a financial advisor at Edward Jones in Ocala, FL, holding a Series 66 designation. Prior to joining Edward Jones in 2025, Schilling served in the U.S. Navy for 30 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Sandy is a financial advisor with Cetera in Ocala, Florida, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he is president of Abacus Accounting & Tax Service, Inc., a firm providing accounting and tax services since 1996. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to a broad range of portfolio strategies and third-party managers.

Robert Kennedy III is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved with Alexandra Lozano Immigration Law PLLC in a non-investment capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.