Denise Adams Mccauley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her previous roles include positions at PNC Investments, BBVA Wealth Solutions, and BBVA Securities. Outside of her advisory work, she has involvement in real estate ownership in the Bahamas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, ongoing retirement-income planning advice based on detailed analysis and a range of proprietary and third-party tools.

Justin Yancey is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at National Planning Corporation/Graunke & Hentz Wealth Management. 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 variety of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Casey Orourke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments, Inc. from 2013 to 2018. 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 portfolio programs, third-party asset management access, and institutional platforms, supported by technology and a large network of advisors.

Neel Koladiya is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives and select platforms that fit their needs. Neel holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Amrut Higher Secondary School, an Associate's Degree from College of Central Florida, a Bachelor's Degree from the University of Florida, and a Master of Business Administration (MBA) from the University of Baltimore.

Brittany Myers is a Series 66-licensed financial advisor with Fidelity, based in The Villages, FL, and has two years of industry experience. Her prior work includes seven years at Citizens First Bank and a year at Blooms Baking House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

John Harper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms including Avantax and Jackson Hewitt Tax Services. Outside of his advisory role, he owns Wildwood Wealth Management, providing accounting, tax preparation, payroll services, and business consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Gary Hessert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Regions Bank/Cetera and Edward Jones. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

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 at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and UBS Financial Services during her career. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

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 CFP® professional with 34 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc., OSAIC Services, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Eastern Point Advisors Inc. Outside of his advisory work, he is the owner of Elliott Wealth Management Services, LLC, which offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm provides a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and supports various investment strategies through a multi-advisor platform.

Brian Hentz is a CFP® professional with 28 years of experience in financial services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at National Planning Corporation, Morgan Stanley, Securities America Advisors, and Securian Financial Services. Outside of his advising role, he is a managing member of Graunke & Hentz Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced advisor tools.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

Jordan La Marca is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Evershore Financial Group and Royal Alliance Associates. La Marca is also an agent and investment advisor representative for Freedom Financial Group, LLC, where he conducts sales and marketing activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

David Christian is Vice President and Financial Consultant at Fidelity Investments. He has held several roles within the company since 2012, including Financial Consultant, Investment Consultant, Investments Representative, Retirement Solutions Representative, and Financial Representative. David's experience spans multiple aspects of financial consulting and investment solutions, contributing to his comprehensive understanding of wealth planning. He holds a California Insurance License. His approach centers on assisting clients with selecting wealth planning strategies tailored to providing benefits both currently and in the future.

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.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with clients to develop financial plans aligned with their short and long-term goals, utilizing various investment strategies. Prior to his current position, Kyle served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. His earlier experience includes roles as an Account Manager at both American Portfolios (2019-2021) and MassMutual (2017-2019). Kyle's professional journey reflects a consistent focus on investment consultation and workplace planning within the financial services industry. His approach centers on educating clients about financial topics and equipping them with tools and resources to make informed decisions for their families. Outside of his professional career, Kyle has interests in beach activities, boating, fishing, football, golf, and parenthood.

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.