Jonatan Diaz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a position at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Diaz is a 50% owner of JDP Construction, LLC, involved in managing residential property development. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anthony Tee is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of experience in the industry. He previously spent 11 years at SagePoint Financial before joining OSAIC in 2023. He is also licensed as a Florida Insurance Producer and is able to offer non-securities insurance products to his clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios that may include a range of investment types, managed on either a discretionary or non-discretionary basis.

Lou Athanas Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. He serves as a board member of the Gilford Educational Endowment Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop tailored financial plans.

Dylan Kakley is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop customized financial plans aimed at helping them achieve their goals with comfort and confidence. He emphasizes integrity and personalized guidance in his client relationships. Dylan has experience in various financial advisory roles, including positions as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023, a Private Client Banker at J.P. Morgan Chase Private Client from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2018 to 2020. Outside of his professional work, Dylan's personal interests include boating, family activities, fitness, music, reading, and volunteering.

James Ledbetter is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 22 years. Ledbetter is involved in leadership and administration through Peniel Reflection, LLC, a company supporting Ameriprise franchises, and participates in the Ameriprise Christian Franchise Advisor Network. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Cryan is a CFP® with 33 years of industry experience, currently affiliated with Cetera. He has worked extensively at Avantax firms for over three decades and operates his own accounting and bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Ryan Reynolds is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan affiliates since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with additional market-facing registrations and functions.

Robert Crouch is the sole advisor at Crouch Investment Group, Inc., an independent registered investment adviser based in Port Charlotte, FL. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. He has been with Crouch Investment Group since 2003. Crouch Investment Group provides portfolio management and financial planning services exclusively to individual clients, managing approximately $11.5 million for a small client base of 12 households. The firm operates with a highly concentrated and personalized approach, with all advisory and compliance responsibilities handled by Robert Crouch himself.