Gregory Stevens is a financial advisor with Raymond James & Associates in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a volunteer member of the Finance and Investment Committee at Blessed Trinity Catholic Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide team of advisers.

Garrett Suydam is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing for four years and has been with Raymond James & Associates for a combined total of ten years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diana Dawson is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services using proprietary research and tools, with planning engagements generally provided on a discrete basis.

Nicholas Navetta is a financial advisor with Edward Jones in Ocala, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the U.S. Army Reserve, a role he has held since 1980. 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 and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Christopher Calandra is a financial advisor with OSAIC, holding CFP® certification and Series 63 and 65 licenses, with 34 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Calandra is also the owner of Elliott Wealth Management Services, LLC, through which he offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios.

Jordan La Marca is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. He has nine years of industry experience, including roles at Evershore Financial Group and Securian Financial Services. La Marca is also involved with Freedom Financial Group, LLC, where he works as an Investment Advisor Representative and insurance broker. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

Hudson Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he worked briefly at EverBank and spent time as a student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and modeling techniques.

Timothy Flynn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James since 2006 and spent 12 years at Independent Financial Partners. Flynn serves as a board member for the nonprofit Education for Life. 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 non-discretionary, tailored planning and consulting, utilizing analytical tools and supports both wrap-fee programs and municipal advisory services.

Mark Masson is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its institutional platform.

David Haslam is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He focuses on assisting individuals, families, and businesses with financial planning strategies that include retirement planning, legacy planning, tax minimization, and portfolio management services. David integrates a disciplined approach and leverages the resources and specialists at Merrill Lynch to tailor financial strategies that align with each client's goals and risk tolerance. Before joining Merrill Lynch, David gained 30 years of experience in business finance, management, and development across government and private sectors. He holds a Bachelor's Degree in Business from St Leo University and carries the Personal Investment Advisor (PIA) designation. His commitment is to provide service in a family office type environment that meets client needs and exceeds expectations. Outside of his professional work, David is involved with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often attending sporting events and outdoor activities throughout Florida.

Gary Clancy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is a partner in Healthcare Business Planning Group, LLC, which markets services to physician practices, and serves as Vice President of Ascendancy Insurance Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizing individualized client plans.

Brenda Ferry is a financial advisor with Osaic Wealth, Inc. in Ocala, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Woodbury Financial Services from 2011 to 2024 before joining Osaic in 2024. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to construct and manage portfolios across various investment types.

David Niles is a CFP® professional with 40 years of industry experience, currently serving as an advisor at LPL Financial since 1991. He is based in Oxford, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Richard Ness is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Ness is also an independent insurance agent for various companies through RJN Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jeffery Buzard is a financial advisor with Morgan Stanley in The Villages, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages substantial client assets and delivers services through both direct individual engagement and corporate financial planning agreements.

Donna Bowler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2017. Prior to that, she was with Snowden Capital Advisors LLC and Snowden Account Services, Inc. from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and tools to develop tailored recommendations and provides various planning options, including niche services such as business-owner transition and special-needs planning.

Darcie Caspersen is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corp and several other firms. Caspersen also provides management consulting services to small business owners, focusing on financial analysis and strategic planning independent of her investment advisory activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset-allocation tools and third-party platforms.

Dawn Sherwood is a financial advisor with Ameriprise in Dunnellon, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specified asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Todd Dorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1986, initially with AG Edwards in Terre Haute, Indiana, where he started his career as a financial advisor. In October 1999, Todd helped open the Merrill office in Terre Haute and has served as a financial advisor there since. He has also held the position of Resident Director of the office for ten years. Todd's expertise encompasses cash flow strategies and customized wealth management solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He graduated from Southport High School in 1981 and attended Indiana State University from 1981 to 1985, where he earned a bachelor's degree in Business Management. During his time at Indiana State University, Todd played varsity tennis for four years. After college, he worked as a tennis teaching professional in Columbus, Indiana before starting his financial advisory career. Todd holds the Personal Investment Advisor (PIA) designation and remains involved in his community as the Assistant Varsity Tennis Coach at Terre Haute South High School. He resides in Terre Haute with his wife, Patty, and they have five daughters and one son.

Gina Francisco is a CFP®-designated financial advisor with LPL Financial in Ocala, FL, bringing 24 years of industry experience. She has held positions with Renasant Bank, United Community Bank, Cetera, and Achieva Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 programs, combining model portfolios, research, and technology-driven strategies.