Tyler Chacon is a CFP® with 10 years of industry experience, currently serving at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and GTE Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach using primarily U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Chacon Diaz & Di Virgilio Wealth Management since 2010, following prior roles at Summit Financial Group Inc and Merrill. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend approach primarily using U.S.-listed ETFs and offers discretionary portfolio management, comprehensive financial planning, and management of held-away retirement plan participant accounts through a third-party platform.

Lisa Chacon is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2010, following positions at Summit Financial Group Inc and UBS Financial Services. Chacon Diaz & Di Virgilio Wealth Management serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach, primarily using U.S.-listed ETFs, and offers discretionary portfolio management, comprehensive financial planning, and held-away retirement plan account management.

Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.

Darla Greer is a financial advisor at Collaborative Wealth with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Falcon Financial. Greer has also provided administrative support to Collaborative Wealth, dedicating significant time to that role. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension plans, and nonprofits. The firm employs a combination of fundamental and technical analysis to construct portfolios, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Larry Resczenski is a financial advisor with Collaborative Wealth in Gainesville, FL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior roles include tenures at LPL Financial, Markey Investment Management, and Valic Financial Advisors. He serves as Treasurer of his condominium association. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs a combined fundamental and technical analysis approach for long-term asset allocation and also manages a private real estate fund using AI-assisted underwriting and blockchain-anchored reporting.

Scott Anderson is a Financial Advisor at Bison Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has served as a Major at the Alachua County Sheriff's Office since 1999, a role he continues alongside his advisory responsibilities. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, model portfolios, and retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers access to third-party managers and options-based overlay strategies.

Matthew Goss is a financial advisor at Bison Wealth, LLC with a Series 65 designation and three years of industry experience. Prior to joining Bison Wealth, he held roles at Independent Financial Partners and spent eleven years with the University Athletic Association. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Elio Chiarelli Jr. is a financial advisor at Bison Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Liquid Strategies, LLC and IFP Securities, LLC. Outside of his advisory work, he is an Independent Insurance Agent operating under the DBA Capital Defender Advisors, Inc. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning and portfolio management. The firm’s investment process focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Ryan Nowotny is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has eight years of industry experience, having previously worked at Fisher Investments, Edward Jones, and the State of Florida Department of Children & Families. Outside of advising, he is involved in the sale of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to tailor investment advice.

Tyler Nowotny is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Foundations Investment Advisors LLC and serves as president of Saturn Asset Management, which focuses on insurance sales. He is also president of Serpgram, a technology platform that leverages AI for SEO. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Nolan Louis is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has held roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advising, he works as an insurance agent assisting clients with Medicare and related insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Radovich Amor is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at State Farm VP Management Corp, Sam Maimone Insurance Agency, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model closely aligned with Empower’s recordkeeping and administrative platforms.

Zarko Ivanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, following six years at Valic Financial and Valic Financial Advisors. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Mark Rudolph Jr. is a financial advisor with Charles Schwab in Keystone Heights, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he serves as an advisor to his significant other for her personal business LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody and brokerage services.

Kristin Gibson is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 12 years of industry experience. She has previously worked at Concourse Financial Group Securities Inc and Alan Hagopian and owns North Florida Money Management, where she provides tax preparation and securities services. She is also involved with the Vision Volleyball Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Deepa Bhramdat is a financial advisor with Cetera in Gainesville, FL, holding a Series 66 designation and with experience at multiple firms, including Heritage Wealth Management and Cetera ADVISORS LLC. She has a varied professional background spanning roles in financial services and education-related companies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with both discretionary and non-discretionary options, utilizing multiple program platforms and third-party managers.

Nichole Wilcox is a financial advisor at Edward Jones with two years of industry experience. She previously worked for Superior Credit Union Inc. for ten years. Wilcox also serves as a peer tutor assisting college students with business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by an extensive nationwide network of advisors and branch offices.

Sophie Lancaster is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. In addition to her advisory role, she serves as president of the nonprofit Batoirai Widows & Orphans, is the founder of the nonprofit Global Reach, and acts as a pastor at Activate Church in Gainesville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to utilize affiliated and third-party investment models.

Reagan Potts is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gainesville, FL, Potts holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jennifer Taylor is a financial advisor with Wells Fargo Advisors in Gainesville, FL, holding a Series 66 designation and 27 years of industry experience. She has worked within various Wells Fargo entities since 2003. Outside of her advisory role, she co-owns Legacy Wealth Management Group LLC and serves as a trustee and power of attorney for family-related trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools, with clients able to implement these through brokerage or advisory programs as desired.

Michael Harrison is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009 and also has a 50% ownership interest in Legacy Capital Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients meeting a net-worth threshold.

Matthew Dyal is a Series 66 licensed financial advisor with LPL Financial, based in Starke, Florida, and has three years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Mychelle Angstadt is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining the financial industry, she served on the Columbia County School Board for 15 years and was a caregiver for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning and offers a combination of planning and managed-account services under a consolidated billing option called WealthPlan.

Joshua Fischer is a financial advisor with Mass Mutual Investors Services in Gainesville, FL. He holds the ChFC® and Series 66 designations and has 16 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also licensed as a life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various investment programs.

Kirk Kinsman is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Kinsman is also affiliated with Gainesville Financial Solutions Group as an insurance advisor and teaches at the University of Minnesota. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.