Dustin Roedding is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Orlando, FL. He has been with J.P. Morgan Securities since 2016 and with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, offering non-discretionary advice that includes asset allocation, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research conducted by a centralized manager solutions team and incorporates a forward-looking investment approach with consideration of ESG factors.

Grace Pattison is a financial advisor with Cetera, holding a Series 65 credential and over 31 years of industry experience. She has been with Cetera Investment Advisers, LLC since 2017 and has concurrently maintained accounting and tax service businesses, including serving as president of All Accounting Services & Taxes Inc and G Pattison CPA. Additionally, she is president of Decorative Painters of Central Florida Inc, an art class organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, utilizing both affiliated and third-party managers.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he operated a business called One Hobby Shop, LLC for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.