Jennifer Brugnola is a Financial Consultant currently working at Fidelity Investments since 2021. She has been involved in the financial advisory field for over a decade, with a career that began as an Executive Assistant at Lincoln Financial Advisors from 2008 to 2010. Her experience includes roles at Charles Schwab, where she served as a Client Relationship Specialist from 2010 to 2014, Associate Financial Consultant from 2014 to 2017, and Vice President, Financial Consultant from 2017 to 2021. Throughout her career, Jennifer has focused on creating personalized financial strategies that align with her clients' goals, simplifying complex decisions and providing tailored guidance. Jennifer's approach centers on understanding what matters most to her clients to help them feel more in control and intentional about their financial futures.

Winifred Ryan is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. She has 27 years of industry experience, including long tenures at Next Financial Group and Norm Grant & Associates. Ryan is also involved in insurance-related activities as an agent for non-variable insurance commission trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Yann Gehan is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Mourfield is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Waddell & Reed, INC. for over three decades and Artisan Wealth Strategies LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kaileigh Sparks is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and concurrently with Bank of America, N.A. since 2016. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Capozzi is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent over three decades with The Windmill Group, Inc. Outside of his advisory work, he serves as a youth baseball umpire. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver tailored recommendations.

Bill Kwon is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Mr. Kwon serves as Chief Operating Officer of Endovascular Electronics and holds board positions in several organizations related to education and healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers customized financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Connington III is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1997 and has a background in academia at Seton Hall University since 1990. Outside of his advisory role, he has been involved in non-variable insurance sales since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors supported by advanced research tools and diversified investment strategies.

Jenny Pace is a financial advisor at Merrill with 14 years of industry experience. She has held her Series 63 and Series 66 designations and previously worked at A.J. Pace & Co., Inc. for 16 years before joining Merrill in 2019. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Hoffman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent seven years with Federal Refreshment. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Victoria Mccrindle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has been in the financial industry since 2025, with prior experience at Fifth Third Securities and JPMorgan Chase Bank. Outside of her advisory role, she works seasonally as an outside sales vendor for Craft Health Group LLC. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kurt Schummer is a financial advisor with LPL Enterprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns a wholesale home goods e-commerce business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation.

John Hornberger is a CFP® licensed financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 registrations. He has 24 years of industry experience, including 23 years with Edward Jones. 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 and offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jose Rivas Espinoza is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and has seven years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Bank of America, and Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edward Gallenstein is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience. Throughout his career at Merrill, he has worked closely with clients to design portfolios tailored to their individual needs, focusing on a multi-generational approach to achieving financial security. His expertise encompasses a comprehensive approach to wealth management, beginning with listening to clients' goals and providing strategies grounded in their objectives. He offers services in areas such as college education planning, family wealth management, retirement income, and managing new wealth. Edward provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various financial aspects. Edward holds a Bachelor's Degree from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the National Association of Plan Advisors (NAPA). Outside of his professional work, Edward spends time volunteering within his community and enjoys baseball, chess, traveling, and spending time with his family.

Jessica Chou is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has one year of industry experience. Her prior work includes roles at SmartPro Financial and My Echelon, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning and investment management through a network of independent Financial Professionals, utilizing various portfolio management platforms and proprietary as well as third-party model strategies.

Mark Signor is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Debbie Lancaster is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has held previous positions at Johnson Controls Inc, Lumen Technologies, and Frontier Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets supported by a large nationwide network of financial advisors and branch offices.