Jenna Mennel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she partners with families to develop customized and holistic financial plans that align with their long-term objectives. Jenna has over a decade of experience in the financial services industry. Prior to her current role, Jenna worked as a Client Management Representative at Fidelity Investments from 2013 to 2018. She also has experience as a Financial Advisor at Morgan Stanley from 2011 to 2012. Outside of her professional career, Jenna's personal interests include cooking and baking, music, parenthood, and yoga.

Austin Nixon is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He supports local clients in achieving their financial goals and focuses on creating plans that provide confidence and peace of mind. His experience at Fidelity Investments includes several positions that demonstrate progression in financial consulting. He has served as an Investor Center Planning Consultant from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, Workplace Planning Consultant I in 2022, and Workplace Planning Associate from 2021 to 2022. Austin's mission centers on helping people pursue financial peace of mind through tailored planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Alan Irving II is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. His prior experience includes more than a decade at Cetera Advisor Networks LLC and founding Irving Financial Group LLC, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Julian Grubbs is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Walmart. In addition to his advisory role, he is involved as an agent offering fixed and indexed annuities, disability insurance, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a broad range of retail and institutional clients with services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

John Palotas is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 1991. Outside of his advisory work, he has involvement in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Regina Beatty is a CFP® with 36 years of industry experience, currently serving at OSAIC since 2025. She previously worked at Lincoln Financial Advisors Corp for 17 years. Outside of her advisory role, she is the owner and president of Women’s Wealth Conversations, a project focused on producing financial planning content aimed at increasing women’s engagement in their finances. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and third-party platforms to manage diversified portfolios tailored to client needs.

Lucy Sowers is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She began her career in the financial industry in 1998 and has accumulated extensive experience in various advisory and planning roles across multiple firms. Prior to her current role, Lucy served in positions including Financial Consultant and Investment Consultant at Fidelity Investments, Director Retirement Planner, Sr. Financial Advisor at Merrill Lynch and Santander Investments, Financial Advisor II at Citizens Investment Services, and Financial Investment Officer at Susquehanna Wealth Strategies. Throughout her career, Lucy has developed expertise in financial planning and investment consulting. She leverages her years of experience to create comprehensive financial plans tailored to meet clients' goals. Her work emphasizes understanding client priorities as a foundational element in the planning process. Outside of her professional responsibilities, Lucy has personal interests that include beach activities, boating, cooking and baking, supporting military service, and caring for pets.

Joshiwa Graham is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Cambridge, Graham worked in the automotive industry at several firms including Xpertech Auto Repair and Suncoast Auto Parts. Graham is also an independent insurance agent for various companies through SmartPro Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent financial professionals, with a range of portfolio management options and both proprietary and third-party investment strategies.

Kirk Reimer is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. In his role, he partners with individuals, business owners, and organizations to develop personalized financial strategies aligned with their goals and priorities. Kirk provides clear guidance on available options and focuses on implementing tax-efficient investment strategies. He brings 18 years of industry experience, including financial advisory roles at USAA Financial Advisors, Inc from 2009 to 2013, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2007 to 2008. Kirk holds a California Insurance License. Outside of his professional work, Kirk has interests that include the beach, boating, cars, fishing, fitness, and pets.

Kelly Mullin is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 2001. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christina Carey is a financial advisor with LPL Financial based in Lakewood Ranch, FL. She holds Series 63 and Series 65 licenses and has 8 years of industry experience. Prior to joining LPL Financial in 2026, Carey worked at Cetera Advisors LLC and First Allied Securities, among other firms. Outside of her advisory role, she is involved in several business activities, including operating Carey Insurance Group, LLC, working as a certified public accountant with 55 Plus Tax Pros, and serving in fiduciary roles. 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 programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Esther Kuznetz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her prior roles include positions at Kovack Securities, The Investment Center, International Assets Advisory, and H. Beck. She is also president of Star Financial Solutions, a related business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Kimberly Snyder is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various capacities from 2015 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipalities. The firm provides financial planning and non-discretionary investment consulting through multiple programs and offers a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, Sublett serves as chairman of a local business network organization in Louisville, Kentucky, volunteers with the Leukemia & Lymphoma Society, and sits on the board of a charitable foundation for the Kentucky School for the Blind. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

Sheri Oconnor is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a leased employee through a third-party payroll company serving the firm’s franchise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brent Van Eerden is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, he spent 21 years at Riverside Insurance Agency, which he owns. He is also the owner of a local boat rental business, Salt & Sun Rentals, which is in the process of being closed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

Scott Steiner is a CFP® with seven years of industry experience, currently affiliated with Cetera. He is also the owner of Steiner Law Offices, PLLC, where he practices estate planning, probate, and trust administration, as well as Steiner Wealth Management LLC and Steiner Accounting and Tax LLC. His background includes roles in management consulting through Forcite LLC and multiple financial and tax-related business ventures. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Ethan Ridener is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank, and Florida South Western State College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.