Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

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.

Michael Roberson is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, with four years at Edward Jones and two years of industry experience overall. His prior experience includes roles at Republic Finance and Soccer Master. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, supported by a large national network of financial advisors and branch offices.

Charles Houle is a financial advisor with OSAIC based in Davenport, Florida, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. His work history includes over a decade with Signator Investors, Inc., followed by roles at Royal Alliance Associates, Inc. since 2018. OSAIC serves a diverse clientele that includes retail and institutional clients such as individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing a range of portfolio construction tools and offering access to third-party money managers and wrap programs.

Gregory Baird serves as a Resident Director at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop and implement wealth management strategies tailored to their individual needs. His approach focuses on helping families achieve their long-term financial goals while managing risk appropriately. Gregory began his financial services career in 1988 and has extensive experience in portfolio management, retirement planning, and family wealth management strategies. He holds a Bachelor of Arts degree from Georgetown College. His professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. In addition to his professional commitments, Gregory is involved with the Ovarian Cancer Research Alliance. His personal interests include adventure sports, basketball, fishing, and hunting.

Ethan Vanz is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. His work history includes roles at Fidelity and JPMorgan Chase, along with a variety of positions in education and other sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Calley Evans 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 J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.