Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.

Bryan Beatty is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include tenures at Wells Fargo Clearing, Wells Fargo Advisors, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

Niko Sacoolas is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and eight years of industry experience. His professional background includes roles at Apple Inc and Tesla, in addition to his ongoing tenure at Primerica Financial Services since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Kimberly Schiavo is an investment advisor representative at OSAIC with 40 years of industry experience. She previously worked at Investacorp, Inc. for 25 years and spent four years at Securities America Advisors, Inc. and Securities America, Inc. Kimberly holds Series 63 and Series 66 securities licenses. Outside of advisory services, she is also involved in life and health insurance sales, including Medicare insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Alan Mevorah is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advising, he is an independent insurance agent selling life, annuity, long-term care, disability, and medical insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Jeffrey Dierksheide is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Grow Financial Federal Credit Union, CUSO Financial Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Robinson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Brett Harner is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Achieva Credit Union, LPL Financial, The Golden 1 Credit Union, and Cuso Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment and advisory services, including portfolio management and financial planning, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Veronica Sullivan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. Outside of advisory services, she is involved with Tradewinds Anesthesia LLC, where she performs bookkeeping duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools.

Hector Almarales is a financial advisor at Fidelity with five years of industry experience. He previously worked at J.P. Morgan Securities and Bank of America Corp. Outside of his advisory role, he is a manager of a long-term rental property business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Brandon Cohen is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

Christine Theresa Moya is a financial advisor with UBS Financial Services in Denver, CO. She holds a Series 66 designation and has 13 years of industry experience, including 12 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Traci Kelly is a financial advisor at Osaic Wealth with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services, The O.N. Equity Sales Company, and Purshe Kaplan Sterling Investments. She also operates a sole proprietorship under the DBA Ginger Green Financial, conducting financial advisory and insurance services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a comprehensive range of brokerage and advisory services, utilizing a model-based asset allocation approach supported by advanced portfolio optimization tools.

Amneris Jordan is a financial advisor at Merrill with over 27 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Palm Harbor, FL. Merrill, along 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 individual, high-net-worth, and institutional clients, supported by strategic asset allocation and tax-aware options.