ADVISOR BIO

Stephen Vincent Spires is a financial advisor with Raymond James & Associates, Inc., based in Ocala, FL. Stephen has over 20 years of experience in the financial services industry. Stephen specializes in providing financial planning, portfolio management, and other wealth management services to individuals, families, businesses, and institutions.

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ADVISOR BIO

Stephen Saucier is a financial advisor with over 30 years of experience in the industry. Stephen has worked with Raymond James & Associates, Inc. since 2006, and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Stephen has held various positions in the financial services industry, including roles at Citigroup Global Markets Inc., Lehman Brothers Inc., and Integrated Resources Equity Corporation. He has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Stephen is registered to provide investment advisory services in Florida and Texas.

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ADVISOR BIO

Steven Roger Cross is a registered representative with Lifemark Securities Corp. and has been in the financial services industry since 1986. Steven has offices in both Ocala, FL and Marietta, GA and is licensed to provide financial services in Alabama, California, and Georgia. Steven has also held licenses as an insurance agent since 1985 and is a registered Investment Advisor Representative in Georgia. Steven has experience with individual and business financial planning and portfolio management.

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ADVISOR BIO

Steven Rowswell is a financial advisor with Gradient Advisors, LLC. Steven is a registered investment advisor with the state of Florida and has been in the industry since 1981. Steven also has Series 4, 7 and 63 licenses. Steven's previous affiliations include A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., Integrated Resources Equity Corporation, Securities America, Inc. and AllA Pree Securities, Inc.. Steven works with individuals, high-net-worth individuals, and businesses. Steven provides a range of services including financial planning, portfolio management, and selection of other advisors.

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Tatyana Kozlovska is an Investment Advisor Representative at Canopy 360 Wealth, LLC, located in Ocala, Florida. Tatyana is registered with the state of Florida and holds a Series 65 license. Tatyana has been in the industry since November 2022. Canopy 360 Wealth, LLC specializes in providing financial planning and portfolio management services to individuals and families. The firm has approximately $315,848,608 in assets under management.

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ADVISOR BIO

Theresa Lynn Debello is a financial advisor with over 30 years of experience in the financial services industry. Theresa is currently registered with Raymond James & Associates, Inc. and has been with the firm since 1997. She has held previous positions with Prudential Securities Incorporated and PaineWebber Incorporated. Theresa holds a variety of licenses and designations, including Series 7, Series 63, Series 4, Series 9, and Series 10. She specializes in providing financial advice to individuals, corporations, and institutions. Theresa is committed to helping her clients achieve their financial goals.

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Thomas Jerald Hudge is a registered representative with J.P. Morgan Securities LLC, a brokerage firm with a presence in Ocala, Florida. Thomas has been in the securities industry since August 2013 and is licensed to sell securities in Florida, Connecticut, New Jersey and New York. Thomas has passed the Series 6, Series 63, and SIE exams. Prior to joining J.P. Morgan Securities LLC, Thomas was registered with THRIVENT INVESTMENT MANAGEMENT INC. Thomas specializes in investments in stocks, bonds, mutual funds, variable annuities, and insurance products.

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Thomas Fleck is a financial advisor with LPL Financial LLC. Thomas has been in the financial industry for over 15 years and is registered in Florida and Texas. Thomas has a wide range of experience, including working with individuals, families, and businesses. Thomas offers a variety of financial services, including financial planning, investment management, and retirement planning. Thomas is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Thomas Charles Fontana is a financial advisor with Truist Advisory Services, Inc. based in Ocala, FL. Thomas has been in the financial services industry since 1993. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 65 licenses. Thomas is also registered to provide investment advice in 53 states and the District of Columbia. Thomas has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. He provides a wide range of financial services, including investment management, financial planning, and retirement planning. Thomas specializes in providing financial advice to high-net-worth individuals and families, as well as to corporations and businesses.

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ADVISOR BIO

Thomas Brinker is a financial advisor with Edward Jones. Thomas has been in the financial services industry since 1996. Thomas has a Series 7, Series 63, and Series 66 license, and is licensed to provide investment advice in 53 states. Thomas is registered with the state of Missouri and Florida. Thomas is an active member of the financial services industry. Thomas has a strong background in providing financial planning and portfolio management services to individuals and businesses.

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