Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.

Trystan Randazzo is a Series 66 licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience in educational roles at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Daniel Duffey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Voya Financial Advisors, RBC Capital Markets, Bank of America, and Merrill. Duffey has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including over 25 years with Cambridge Investment Research. Wedegis is also president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Cour is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Avantax Insurance Agency and Sterling Principle Financial Services. Outside of advising, he prepares tax returns and provides tax advice through H&R Block. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services, offering access to multiple program structures and third-party money managers.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Samantha Grupe is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, she held positions in education and the food service sector. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, nonprofits, corporations, and institutional investors, offering both advisory and brokerage services through an integrated platform that includes financial planning, managed portfolios, and access to insurance products.