Member NameFirm-Employers NameWork PhoneCompany WebsiteProfessional Designations
Albury, LeannePurvis, Gray & Company352-732-3872www.purvisgray.comSenior Accountant
Amundrud, LiseAmerican Cancer Society Estate Planning Unit727-276-0341www.cancer.org/involved/donate/planned-giving.html
Axson, PetePFS Investments, Inc.352-843-2828www.primerica.com/waxsonInvestment Advisor Representative
Bond, TommyRaymond James352-854-6866Registered Investment Advisor
Bullard, J. WarrenBullard & Mulkey, P.A.352-732-5900www.probatelawyerocala.comAttorney
Camp, MarkLifeCare Funding Solutions352-369-9726www.lifecarefundingsolutions.comRegistered Investment Advisor
Cervellera, ChristopherCerv Law, PLLC727-619-4234www.cervlaw.comAttorney
Chappell, TylerThe Brick City Group of Truist Investment Services, Inc.352-390-2831www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474
Cooper, Thomas J.Naples Asset Management Co., LLC239-593-5525 x 105www.namcoa.comCFP
Davis, ElizabethTaxes Untangled352-547-8445www.taxesuntangled.comCPA
Dean, Timothy S.Dean Law Firm, LLC352-387-8700www.deanfirm.comAttorney
DeIorio, LaurenCommunity Foundation of Ocala/Marion County352-622-5020www.ocalafoundation.orgNonprofit President/Executive Director
DeSantis, DavidCebert Wealth Ameriprise Financial352-674-4200www.cebertwealth@ampf.comRegistered Investment Advisor
Dickerson, MarkCebert Wealth Ameriprise Financial352-674-4200www.cebertwealth@ampf.comCertified Financial Planner; Registered Investment Advisor; Chartered Financial Consultant; Certified Divorce Financial Analyst
Donohue, KristinaKimberly's Center for Child Protection2800 NE 14th Street
Ocala, FL 34470-4820		www.kimberlyscenter.orgDevelopment Director
Elayman, Sarah K.Absolute Law Group352-205-4455www.absolutelawgroup.comAttorney
Fontaine, Jane B.Ameriprise Financial - EIS Wealth Management352-895-2030www.eiswealth.comCASL; Masters in Financial Planning
Garlisi, MichaelRaymond James352-291-6707www.garlisiwealthmanagement.comFinancial Advisor
Gibboney, JohnJames Moore and Co352-448-7185www.jmco.comCPA
Harris, William A.The Batts Law Group352-857-9986www.battslawgroup.comAttorney
Hollander, Michael AHollander Law, LLC352-406-2092www.hollander-law.comAttorney
Hope, KyleRamunno Law Firm, PA352-854-5570Attorney
Kiefer, ScottKiefer Insurance352-732-7501www.kieferinsurance.comLUTCF
Kirkland, CatherinaEdward Jones352-351-0769www.edwardjones.com/catherine-kirkland.comFinancial Advisor
Knife, ChristopherCollege of Central Florida Foundation352-873-5808 ext. 1388www.cf.edu/foundationNonprofit Executive Director
Lacey, JeremyPurvis Gray and Company, CPA352-732-3872 ext. 7601www.purvisgray.comCPA
Latson McMillan, Marya ReynoldsLaw Office of Marya Latson352-208-6852Attorney
Lee, StevePurvis Gray and Company, CPA352-732-3872www.purvisgray.comCPA
Levin, EddieLevin Insurance Services352-634-4793www.levininsuranceservices.comChartered Life Underwriter and Chartered Financial Consultant
McCall, BethHospice of Marion County352-873-7400 ext. 1771www.hospiceofmarion.com
CFRE
Moody, CynthiaMarion Senior Services352-620-3501www.marionseniorservices.org
Navetta, NickEdward Jones352-629-2165www.edwardjones.com/nick-navettaFinancial Advisor
Norman, LindaVoices of Change Animal League352-289-0800 ext. 900www.vocalforpets.orgCertified Financial Planner
Pick, Tracy MartinFlorida Financial Group - Mass Mutual352-629-9555www.floridafinancialgroup.comRegistered Investment Advisor
Rojas, DavidH Michael Evans PA352-489-3700www.hmichaelevanspa.comAttorney
Romanac, TomCebert Wealth Ameriprise Financial352-674-4200www.cebertwealth@ampf.comAPMA, CRPC, CMFA
Sams, RachelCentral Florida Wealth Management352-502-9391www.cfwm.netRIA
Sapp, StevenSchoepf Sapp and Associates352-402-9950www.ocalabestcpa.comCPA
Taft, AliceFirst National Bank of Mount Dora352-383-2140www.fnbmd.comCTFA, Trust Officer
Thomas, AlecCebert Wealth Ameriprise Financial352-674-4200www.cebertwealth@ampf.comRegistered Investment Advisor; Certified Military Financial Advisor
Van Duzer, JohnJames Moore Co.352-224-2184www.jmco.comCPA
Van Heyde, CindySoutheast Trust Company352-671-4485www.southeasttrust.comPrivate Wealth Adviser; Certified Wealth Strategist
Walkup, RhodaErgle Financial Services352-237-0190www.raymondjames.com/erglefinancial/Financial Advisor
Wedderburn, DavidThe Brick City Group of Truist Investment Services, Inc.352-390-2171www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474
Wright, TomSabal Trust352-751-2195www.sabaltrust.comTrust Officer