Michael Tringali is a CFP® and PFS™ with 24 years of experience in financial advising. He is the principal at Fee-Only Financial Advisors, LLC, an independent firm he founded in 2016, and has operated Michael J. Tringali, P.A. since 1991. Outside of his advisory work, he serves as finance director and executive committee member of the YMCA of the Suncoast's Citrus County branch and is involved with several nonprofit and community organizations, including a charitable foundation investment committee and a private trust providing educational scholarships. Fee-Only Financial Advisors, LLC manages approximately $25.7 million across 17 client relationships, serving individuals, trusts, estates, and corporate/business clients. The firm employs an investment approach based on academic research and Modern Portfolio Theory, offering diversified portfolios with tax-aware strategies and coordinated financial planning services.

Paul Truesdell is a ChFC® credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Truesdell Wealth, Inc., where he has worked since 2013, and he also serves as president and sole shareholder of Truesdell Consulting, Inc., which engages in insurance and securities litigation as well as broadcast journalism on a limited basis. Truesdell Wealth, Inc. is a registered investment adviser managing discretionary portfolios primarily for individuals aged 55 and older or near retirement. The firm employs a process-driven investment approach combining quantitative and qualitative analysis and offers time-billed investment advice alongside separately managed accounts.

Teresa Christensen is a CFP® professional with 15 years of industry experience, currently affiliated with Coats Financial Planning. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Ms. Christensen is based in Dunnellon, FL, and also meets with clients quarterly in Kentucky. Coats Financial Planning serves individuals, trusts, estates, and small businesses, providing fee-only financial planning and investment management primarily using a buy-and-hold strategy focused on passive index funds and ETFs. The firm employs a flat-fee retainer model and requires advisors to adhere to NAPFA compliance standards.

Raymond Oconnell is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group LLC, and Altus Wealth and Tax, where he serves as CEO and COO, focusing on educating business owners and high net worth professionals on wealth-building and tax strategies. Outside of advising, he is involved in consulting for CPA teams to help grow their businesses by connecting them with specialists. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and financial institutions, offering discretionary and non-discretionary portfolio management primarily through approved third-party model managers. The firm employs a multifaceted analytic approach and provides access to alternative private placements for eligible accredited investors, with a notable emphasis on serving other registered investment advisers and acting as an RIA firm of record for certain employer-sponsored retirement plans.

Michael Riley is a CFP®, ChFC®, and Series 66-registered financial advisor with 33 years of industry experience. He is currently with Simplicity Wealth and also maintains roles at The Leaders Group Inc and Estate & Retirement Resources, where he has provided estate and financial planning services since 1998. Riley serves on the boards of the Salvation Army in Ocala and the Academy at the Lakes, a non-profit secondary education institution. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm offers advisory services ranging from financial planning to discretionary portfolio management, typically implementing fund-of-funds strategies with ETFs, mutual funds, and select individual securities, alongside technology and operational solutions for other advisers.

Alfredo Arenas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, PFS Investments Inc., and Primerica Financial Services. Outside of financial advising, he has been involved with Around The Clock Mortgage, LLC since 2019. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily operates through a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer for many managed accounts.

Brian Wakefield is a financial advisor with Simplicity Wealth based in Ocala, FL, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Edward Jones and multiple investment-related firms, and he is also involved with Estate & Retirement Resources, where he offers estate and financial planning alongside fixed insurance products. Simplicity Wealth serves a diverse client base including individual investors and institutional clients, offering services ranging from financial planning to retirement plan management. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and model portfolios, combining advisory services with technology solutions designed for other advisers.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Estate and Retirement Resources, Inc. from 2022 to 2025. Riley is also a registered insurance agent providing tailored insurance solutions to clients and estates. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside an asset management platform for advisers.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

Robert Pitzer is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with integrated third-party platform relationships.

Donna Mcphillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cetera Investment Services and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Colleen Lavon is a financial advisor with PNC Wealth Management in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Wedderburn is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services, he was employed at V.Y. Star Credit Union and studied at Florida State University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael Stelogeannis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Outside of his advisory role, he is a managing member of M2C Group LLC, a rental property holding company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She previously worked at BB&T Securities before joining Truist’s affiliated firms. Outside of her advisory role, she teaches yoga classes locally and participates in volunteer fundraising events for charities such as the Humane Society of Marion County and Interfaith. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and utilizes AI-enabled tools alongside traditional research to support its investment decisions.

Nathaniel De Jesus is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has previously worked with firms including MassMutual and MML Investors Services. His background includes roles outside of finance, such as with Coca Cola Beverages of Florida and Walmart Logistics. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Wayne Hastad is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.