Jorge Vazquez is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Services, Regions Bank, M&T Securities, and AXA Advisors. Vazquez also owns and operates Vazquez Wealth Management, LLC, providing investment advice to local individuals and businesses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple asset managers and providing both advisory and brokerage/insurance services.

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.

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 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on municipal finance and public-sector investment services.

Kevin Holmes is a financial advisor with OSAIC in Ocala, FL, holding the ChFC® designation and Series 63 license, with 23 years of industry experience. He previously worked at Securities America, Inc. for four years and Investacorp Inc. for ten years. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs various asset-allocation tools and portfolio management strategies to construct and manage investment portfolios tailored to clients' risk tolerance and investment restrictions.

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 based in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Lincoln Financial Securities and J.W. Cole Advisors, Inc. He is also the owner of Acorn Tax and Wealth Advisors, where he provides tax analysis and consulting services for small businesses and individuals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct portfolios that include a wide range of investment products.

Ronald De Vries is a financial advisor with J.P. Morgan Securities in Ocala, FL, holding a Series 66 designation and six years of industry experience. His previous roles include positions at Edward Jones, U.S. Bancorp, and Compass Retirement Solutions. Outside of his advisory work, he is also an insurance agent for various carriers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mathew Feehan is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. since 2021, following five years with Wells Fargo Clearing. Feehan serves in the U.S. Army National Guard and maintains an independent insurance agent role, providing clients with fixed insurance, long-term care, and disability insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs a range of portfolio construction tools and third-party manager platforms.

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 at Edward Jones with 29 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he is involved in a wealth management business partnership and supports a financial advising marketing firm. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains notable capabilities in municipal and public finance through its affiliate network.

Jeneve Dluzneski is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their unique ambitions and priorities. Jeneve works with clients on a range of financial planning needs, including family wealth management, legacy planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Jeneve holds a Personal Investment Advisor (PIA) designation and has completed her education with an Associate's Degree from Pasco Hernando State College and a Bachelor's Degree from the Pennsylvania State University System. She also attended the University of Utah and graduated from Viewmont High School. In her role, Jeneve serves as a resource for general investing, retirement planning, and addressing unexpected financial needs, often collaborating with specialists in banking, credit, home financing, and small business solutions. Additionally, she is a member of the American Kennel Club. Outside of her professional work, Jeneve has personal interests in antiquing, horseback riding, reading, and spending time with her family.

Brent Dorman is a financial advisor with Wells Fargo Clearing in Ocala, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. He also serves as a trustee for multiple irrevocable trusts in Ocala. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Todd Blankenship is a financial advisor with Wells Fargo Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. He also owns and operates Blakenship Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings through a large network of advisors.