Jason Harrington is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2025 and previously served 22 years in the United States Marine Corps. In addition to his advisory role, he is employed by Gulfstream Aerospace. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Everett is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. She has 21 years of industry experience and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.

Melisa Fennell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shari Stiles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She joined Raymond James in 2019 after six years at Lang Capital, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad network of affiliated research and portfolio management resources.

Mary Conover is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has eight years of industry experience. She previously worked at Franklin Resources for 19 years and has experience with Minnesota Life Insurance Company and Securian Financial Services. Outside of advisory roles, she serves on the boards of the RWJBH Field of Dreams inclusive playground project and the Moceans Center for Independent Living, both focused on community outreach and support for people with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Andrew Black is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Drake Financial Group from 2021 to 2024. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara Fitzpatrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She has worked with various affiliates of Raymond James since 2017 and previously operated Lemons N Lavender Boutique for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.