Janet Burke is a financial professional with 38 years of industry experience, currently affiliated with Cetera Investment Advisers. She holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services for 18 years. In addition to her advisory work, she is an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

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.

Jeffrey Smith is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Morgan Stanley, and Synergy Wealth Alliance. Outside of financial services, he was involved with Home Design Partners for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and utilizes a mix of in-house and third-party portfolio management.

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.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Axa Advisors, Park Avenue Securities, and Guardian Life Insurance. He is also the founder and president of NxtGen Advisory Group, LLC, an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes various advisory programs and emphasizes individualized client planning.

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.

Stanise Richardson is a financial advisor with Primerica Advisors in Gotha, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at The Diamond Agency, BestMark, Pfs Investments Inc., and Primerica Financial Services, as well as a previous 34-year tenure at Walt Disney Attractions. Outside of financial advising, she works as an independent contractor with VIPKID HK LTD. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.