Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ellen Cycotte is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Wills is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of the Viridian Condominium HOA and is a director of the TCMC Foundation, a nonprofit organization he helped found. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Charles Polis is a Senior Consultant with Merrill Lynch Wealth Management. He joined the firm in 1998 and is a partner in the Polis Jerome Group. Mr. Polis holds a Bachelor of Arts degree in Marketing from the University of South Florida and a Master of Business Administration degree from Webster University. He has earned the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and has completed certification programs in Investment Strategist, Endowments and Foundations, and Alternative Investments at the Wharton School of the University of Pennsylvania. Additionally, he holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, Charles Polis enjoys fishing, running, and spending time with his family.

Dean Lowden is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative I and II, and Investment Management Consultant before assuming his current position in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Advisors from 2018 to 2021. In his role, Dean partners with clients to understand their goals and develop customized financial plans tailored to their unique needs. He emphasizes building strong relationships and maintaining trust, reliability, and competency in his work. Outside of his professional career, Dean has personal interests in art, baseball, cooking and baking, family activities, theater, and traveling.

William Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 1999. Delizza is also a part owner of DDS Financial, LLC, an investment-related business in which he is involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations through research, planning tools, and client consultations.

Karen Sites is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Edwards is a financial advisor with UBS Financial Services in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Anthony Langello is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Palm Lakes HOA. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing detailed written recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Cerven is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously operated Classie Growers LLC for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Alejandro Eslava Cortes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Gleber is a financial advisor with Ameriprise in Kenner, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Gleber is a past president of the Financial Planning Association of Louisiana. He is also involved as a managing member and CFO in an e-commerce business venture, BNC Group LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven recommendations with algorithmic tools and personalized financial advice. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Hollifield is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual in 2016. Hollifield is also an independent insurance agent specializing in disability, life, accident, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to clients’ goals.

John Denton is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 22 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a passive partner in Cadenza Capital LLC, a real estate-related business in Palmetto, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured discovery processes and proprietary planning tools.

Michael Piccione is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services alongside brokerage, featuring both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Julie Veltus is a financial advisor with Mass Mutual Investors Services in Palmetto, Florida, holding Series 63 and Series 65 licenses and has 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2003. Outside of her advisory role, she operates Veltus Financial Services LLC, providing insurance consulting for individual and group employee benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning using firm-approved software to analyze client goals and provides asset management, wrap and money-manager programs, and educational seminars.

Austin Villodas is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Archer Education, Empower Financial Services, TD Ameritrade, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Terry Rehfeldt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera since 2005 and also operates Rehfeldt Wealth Management and The Rehfeldt Group, where he provides tax and accounting services as a CPA. Rehfeldt serves as a board member of First Southern Bank and volunteers with the Manatee County Hundred Club, a nonprofit supporting law enforcement. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with various program structures and custodial relationships, overseeing more than $256 billion in assets managed by over 10,000 advisors.

David Whaley is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Vann is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing franchise businesses in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from various sources.