Jason Wingo is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following three years at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Carlos Torres is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and also has a background with Primerica Financial Services and Net Reviews. Outside of his advisory role, he is a co-founder and director of Novo Church, Inc., a nonprofit organization based in Orlando, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Edward Grissom IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Ceravolo is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Daniels Health and Patriot Contracting Solutions, as well as Universal Studios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Vadim Matatov is a financial advisor at Ameriprise with 26 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Generational Consulting LLC, where he assists with day-to-day tasks and long-term goal setting for the practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Ruy Diaz Hernandez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Compass Group USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Burns Group advisory team. She began her career in financial advising in 2011 and works alongside her father, David Burns, and husband, Chris Brach. The Burns Group focuses on retirement planning strategies and provides retirement and portfolio analysis for their clients. Paige holds a Bachelor's Degree from the University of Georgia, where she was a member of the Division I NCAA National Championship gymnastics teams from 2006 to 2009. She has earned several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise includes cash flow projections, tax minimization strategies, retirement analysis, and portfolio reviews. Paige helps clients generate steady retirement income while working to achieve their financial goals, including education planning, family wealth management, legacy planning, and tax minimization. Outside of her professional work, Paige is involved in community service through the Florida English Bulldog Rescue. She also supports her alma mater and enjoys spending time with her husband, children, and their rescued English Bulldog.

Bryan Korman is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. prior to joining LPL Enterprise. He serves as a volunteer director for the Cornucopia Society, a nonprofit community services organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Preston Mulder is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds strategies.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Diana Castaneda Cortes is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Devin Crimzon is a financial advisor with J.P. Morgan Securities in Kissimmee, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank, N.A. since 2017, as well as prior employment at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oriental Financial Services Corp for eight years before joining J.P. Morgan in 2019. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Dustin Roedding is a CFP® certificant with 12 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he has worked since 2016 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide recommendations within its Institutional Consulting Services program.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for M G T TOD Beneficiaries on File. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Baird serves as a Resident Director at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop and implement wealth management strategies tailored to their individual needs. His approach focuses on helping families achieve their long-term financial goals while managing risk appropriately. Gregory began his financial services career in 1988 and has extensive experience in portfolio management, retirement planning, and family wealth management strategies. He holds a Bachelor of Arts degree from Georgetown College. His professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. In addition to his professional commitments, Gregory is involved with the Ovarian Cancer Research Alliance. His personal interests include adventure sports, basketball, fishing, and hunting.

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 a Series 66 designation and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.