Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Allison Norcutt is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at LPL Financial since 2018 and has been associated with SII Investments since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Ana Fonseca is a Series 66 licensed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 17 years and has held various roles within Raymond James since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Ricardo Serra is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 65 license, with 33 years of industry experience. His prior work includes over two decades at Signator Investors, Inc., followed by five years at Royal Alliance Associates, Inc. He is involved in conducting securities investment advisory and insurance business under the name Signature Financial Solutions. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and access to multiple third-party managers and investment platforms.

Michael Monteith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee and holds power of attorney roles in investment-related trusts in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Adrian Espinal is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Tyree is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1976, also working at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Alexander Green Ortiz is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. He has previously worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors. Outside of advisory roles, he operates an insurance agency focused on health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Marina Voblikova Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. 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 through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

William Bergin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating a DBA, Schneider Financial LLC, and involvement in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Louis Satmaria is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Universal Orlando for four years and Avis Budget Group for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kevin Anschutz is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to develop personalized financial strategies that emphasize trust, transparency, and aligned objectives. He aims to support clients in feeling confident about their financial futures. Kevin's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2025, Relationship Manager at Fidelity Investments from 2024 to 2025, Financial Representative at Fidelity Investments from 2023 to 2024, and Financial Advisor at Edward Jones from 2016 to 2020. Outside of his professional work, Kevin enjoys camping, cooking and baking, fishing, socializing with friends, music, and parenthood.

Veronica Vera is a financial advisor with Fidelity who holds a Series 66 designation and has six years of industry experience. Her prior work experience includes roles at TD Ameritrade and Rasmussen College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeremy Di Fiore is a financial advisor with Edward Jones in Summerfield, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Select Comfort/Sleep Number. Outside of financial advising, he is a freelance producer at Cinemachine Inc., a film and television production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jerold Johnson is a Series 66-licensed financial advisor at LPL Financial with 17 years of industry experience. He has previously worked at CUSO Financial Services, Cuna Brokerage Services, and Cuna Mutual Group. Johnson operates a business under the name Florida Wealth Management related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with access to model portfolios, research, and technology-driven investment solutions.

Gregory Prevatt is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He is involved in trust-related activities outside of his advisory duties. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Olivia Simmons is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience at Truist Bank and Publix. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Jarrod Council is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force for 22 years, as well as roles at Prudential Insurance Company of America and First Command Financial. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Patrick Kavanaugh is a Financial Advisor with over 20 years of experience in the financial industry. He specializes in college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Patrick works with clients to create personalized wealth management strategies that are flexible and tailored to their individual financial situations and goals. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from the University of Denver. Patrick has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Patrick is committed to engaging with the communities he serves through volunteering. Outside of work, he enjoys biking, hiking, and reading.