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.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for more than two decades and has also held roles in education and logistics. Outside of her advisory work, Fuhrer is an ESL instructor at the Inlingua Language Institute and provides English coaching services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Jeffrey Smith is a financial advisor at LPL Enterprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. Outside of finance, he was involved with Home Design Partners for five years. LPL Enterprise offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services.

Charles Houle is a financial advisor with Osaic and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 11 years at Signator Investors, Inc. and over seven years at Royal Alliance Associates, Inc. His current affiliation is based in Davenport, Florida. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, with options for discretionary management and third-party managers, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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 roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external investment solutions.

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 the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.

Stanise Richardson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 22 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and has prior experience at The Diamond Agency and BestMark. Outside of her advisory role, she is an independent contractor for VIPKID HK LTD. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third parties. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.