INGRAM FINANCIAL GROUP - Key Persons

Job Titles:

• Administrative Assistant to the President
• Client Support Specialist
• SVP

Adrianna Mooney currently works as a client support specialist and administrative assistant to the President and SVP of Ingram Financial Group. Her previous experience includes operations, customer service, management consulting, and working as a Publix service member. She is a native of Central Florida, and attended Polk State College's collegiate program at Chain of Lakes Collegiate High school. She holds a high school diploma, Associates of Arts degree, and a Bachelor's degree in Business Administration all by the age of 20 years old. Adrianna is currently studying for the following designations and licenses: SIE (Securities Industry Essentials) She is also happily married, and has two young children - a boy and a girl - that she spends most of her time with. But when she's not kissing boo-boos or helping clients here with us in the office, she partakes in several hobbies including: gaming, listening to podcasts, and watching movies. She also enjoys binge-watching TV shows like Survivor, The Office, and anything WWE. Adrianna works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. She may be reached by phone at (863) 326-9833. Her email address is adrianna@ingramfinancialgroup.com.

Job Titles:

• Chief Operations Officer, Wealth Advisor

Donna Seymour has been in financial services for over 31 years. She has worked for some of the largest firms in the industry such as Fidelity Investments, MetLife, Citi Bank, and Bank of America. Donna has a Bachelor of Business Administration. Her almost seven years providing planning services to over 4000 employees at Lakeland Regional Medical Center in Lakeland, Florida allowed her to provide financial planning services to those in healthcare whether doctor, nurse, or administration. Donna has been a resident of Florida since 1997. She holds the following designations and licenses: Series 6 (Investment Company Products/Variable Contracts Representative) Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Exam) Series 65 (Uniform Investment Advisor Law Exam) SIE (Security Industries Essentials) Donna works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Donna may be reached by phone at (863) 326-9833. Her email address is donna@ingramfinancialgroup.com. Donna Seymour is licensed to do business in AZ, AK, CA, CO, FL, GA, HI, IN, KY, LA, ME, MA, MI, NJ, NY, NC, OH, OK, SC, TX, UT, VA, WV.

Job Titles:

• Insurance Advisor

Gary has been affiliated with Ingram Financial Group since 1994, and has worked with integrity in the insurance industry for more than a decade. As a Financial Consultant, Gary focuses on staying up-to-date with continued insurance education so he can pass important information on to clients. Gary is recognized as a professional who provides impeccable service and sensible advice. Gary brings the highest degree of service to his clients by listening to their needs and working diligently with them to implement a plan that meets all their concerns. His clients would describe him as honest, helpful, and hard working. Gary focuses in: Life Insurance for Small Business Owners and Individuals Medicare/Medicaid (Blue Cross Blue Shield Independent Agent) Long Term Care and Annuities Gary is married to Kim and has two married children, Kyle and Keily. Gary's community involvement includes participation with his local church in Haines City. Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Gary may be reached by phone at (863) 326-9833. His email address is gedwards@ingramfinancialgroup.com

Job Titles:

• President, Wealth Advisor

Michael has over 33 years of financial services experience working for companies with household names like Fidelity Investments, John Hancock, Key Bank and Merrill Lynch. He joined Ingram Financial Group in 2008 as Executive Vice President, Chief Operations Officer and Chief Compliance Officer. Michael oversees the day-to-day operations of the firm and also meets with clients to review their financial goals. Michael has a Bachelor of Science In Business Administration and a Master of Business Administration. He holds multiple FINRA security and insurance registrations: FINRA Series 6 (Investment Company Products/Variable Contracts Representative) Series 63 (Uniform Securities Agent State Law Exam) Series 7 (General Securities Representative) Series 24 (General Securities Principal) Series 65 (Uniform Investment Advisor Law Exam) Series 9 (Options Principal) Series 10 (Municipal Principal) Florida Life, Health, & Disability Insurance Exam Mike is based out of the Winter Haven office and may be reached by phone at (863) 326-9833. His email address is mike@ingramfinancialgroup.com.

Job Titles:

• Wealth Management Advisor

Tyler Seymour enjoys building trust with clients to help realize their financial goals. Financial, Estate, Insurance, & Tax Planning encompasses Tyler's role as a Wealth Management Advisor at Ingram Financial Group. Tyler is a central Florida native, Winter Haven being his hometown. Growing up he attended All Saints Academy, Harrison School for the Arts, Chain of Lakes Collegiate High School & Polk State College. Later he earned an undergraduate degree of Healthcare Administration from Brigham Young University-Idaho (BYUI), as well as a Master of Business Administration (MBA) degree from Warner University. Before working at Ingram Financial Group, he previously worked in banking, accounting, & Amazon. The Boy Scouts of America (BSA) remains an important part of Tyler's values. From Winter Haven's historic Troop 123, he earned the Eagle Scout Award. Years later, Tyler & his wife Mackenzie enjoyed working as BSA camp counselors in Wyoming. He looks forward to when his son can enjoy the scouting program. When not at work, Tyler enjoys motorcycling, playing piano, & trying new foods. In the community, he enjoys taking his family to Bok Tower, Circle B Reserve, & Legoland. Tyler holds the following designations and licenses: Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Exam) Series 65 (Uniform Investment Advisor Law Exam) Florida Health & Life (Including Annuities) Ingram Financial Group has been serving the central Florida area since 1977, and is located at 799 Overlook Drive in Winter Haven. Tyler may be reached by phone at (863) 326-9833. His email address is tyler@ingramfinancialgroup.com.