Edward Thomas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2006, progressing through several positions including Investment Solutions Consultant - Managed Accounts, Portfolio Specialist, and Premium Services Representative. His long tenure at Fidelity reflects a deep familiarity with the company's tools and resources aimed at helping clients achieve their financial goals. Throughout his career, Edward has developed expertise in financial consulting and investment solutions. He emphasizes a compassionate, dedicated approach with a family-first attitude in his work with clients. This approach is supported by his extensive experience across multiple roles within Fidelity. Outside of his professional responsibilities, Edward enjoys football, golf, outdoor adventures, spending time with pets, and traveling.

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 39 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 operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and additional programs including estate settlement and employer-sponsored planning.

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 with LPL Financial in Ellenton, Florida, holding a Series 66 designation and possessing 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc., OSAIC Services, Inc., and several other firms. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Hensley is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. In this capacity, he works with clients and their families to grow and protect their wealth, assist with investment decisions, and simplify financial lives through customized financial planning. Prior to joining Fidelity Investments, Brian served as a Financial Advisor at Intellicents Advisory Services from 2017 to 2019 and at Intego Financial Group, LLC from 2013 to 2017. He began his career as a Legacy Advisor at Water Street Solutions, where he worked from 2011 to 2013. His professional experience spans over a decade in wealth planning and financial advisory. Outside of his professional work, Brian has personal interests in boating, concerts, football, and scuba diving.

Aaron Chao is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Consultant Partner and High Net Worth Broker Specialist at Charles Schwab from 2018 to 2022, and Financial Representative at Northwestern Mutual from 2017 to 2018. Aaron focuses on helping individuals and families develop and understand their retirement plans, aiming to provide a clear roadmap for clients to achieve their financial goals. He values open and honest communication as a foundation for building lifelong relationships with clients and their families. Outside of his professional work, Aaron has interests in camping, cooking and baking, food, music, pets, and skiing.

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.

Joel Sims is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services Inc. and Truist Advisory Services Inc., among other firms. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

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.

Michael Partee is a CFP® with 18 years of industry experience, currently affiliated with Cetera. His prior roles include positions at USAA Financial Advisors, Charles Schwab, and Avantax Advisory Services. He is also involved with Aksala Wealth Advisors, where he provides financial planning and investment management services in partnership with CPA firms. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies with a range of discretionary and non-discretionary options.

Katie Guyton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and nine years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she spent two years at First Watch Restaurants LLC and one year in full-time education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and advisory roles to multiple registered investment companies.

David Whaley is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Vann is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions with BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing Jersey Mike's Subs franchises. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Scott Allison is a CFP® professional with 28 years of industry experience. He is currently with OSAIC and has previously worked at firms including Woodbury Financial Services and USAA Financial Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

David House is the Resident Director and Wealth Management Advisor at Merrill, where he collaborates with a team of advisors to provide comprehensive planning and investment advice. With over 20 years of experience, David works with successful individuals and multi-generational families nationwide, focusing on personalized financial strategies that address both short-term and long-term goals. David’s expertise encompasses a broad range of areas including college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Early in his career, he earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, affirming his commitment to developing strategic financial plans. He holds a Bachelor’s degree and an MBA from Campbell University, along with a Master’s degree from Northeastern University. Outside of his professional role, David is involved in community volunteering, following Merrill’s tradition of local participation. He enjoys running marathons, visiting National Parks with his family, and spending time supporting his five children in their sporting and extracurricular activities.

Jeffrey Lashway is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Louise Mussell is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Mantack is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, Mantack co-owns two businesses with his spouse, SYNCENTRICITY LLC and Trinity Care Management Solutions, LLC, overseeing finances for the latter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process is based on modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.