Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Andrew Gifford is a CFP® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. He previously worked at Securian Financial Services, Inc. and Minnesota Life Insurance Company for 15 years and has been involved with North Star Consultants, Inc. since 2008. His other business activities include advisory and insurance roles as well as financial services through North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services utilizing both affiliated and third-party managers across various discretionary and non-discretionary program structures.

Joseph Heintzelman is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously had roles at Adventist Health System and as a self-employed sports official. Outside of his financial career, he is involved in sports officiating as an independent referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and focusing on a broad retail advisor and branch network alongside affiliated financial services.

Carey Stansbury is a financial advisor with Osaic Wealth, Inc. who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Osaic since 2012. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Grant Harkness is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera Investment Services LLC since 2016 and has been affiliated with Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Robert Young is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Clermont, FL, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he serves as a board member for the West Orange High School Scholarship Group, helping to determine college scholarship recipients, and is the managing member of a consulting business that handles administrative functions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services.

Kerry Clapper is the Senior Resident Director at Merrill's Countryside, FL branch, a position he has held for over a decade. He began his career in financial services in 1989 at Merrill's Winter Park, FL branch, accumulating more than thirty years of experience. Kerry collaborates with his team to design and implement customized financial strategies aimed at helping clients achieve their personal life priorities and financial goals. He has previously served as the Resident Director of Merrill's Lakeland, FL branch. Kerry's expertise encompasses a range of client focus areas, including corporate executive services, divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. His work has been recognized with multiple rankings on Forbes' "Best-in-State" Wealth Advisors list from 2019 to 2022 and the Bank of America Diversity and Inclusion award in 2022 for his work with Black-owned businesses. Born and raised in Minnesota, Kerry attended the University of North Florida on a tennis scholarship, where he captained the men's tennis team and earned a Bachelor of Business Administration degree. Outside of his professional responsibilities, Kerry enjoys playing tennis, golf, and cycling. He has served on the Tampa Theatre Board of Directors and currently volunteers with Feeding America Tampa Bay.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Firouz Farrokh is the sole advisor at ARIA Corporation, an independent firm based in Clermont, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Farrokh is a licensed life, health, and variable annuities agent and provides tax preparation and planning services to clients. He also serves as a soccer referee and instructor. ARIA Corporation provides financial planning and investment management services, with a focus on income and estate tax planning and coordinating with CPAs to support clients' tax and investment needs.