Eric Blamick is a financial advisor at Edward Jones in Eustis, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a part owner of a mini warehouse business in Eustis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Chad Buchignani is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to help them make appropriate financial decisions for themselves and their families, focusing on wealth management and ongoing financial monitoring. Prior to joining Fidelity, Chad worked as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade between 2016 and 2018. Chad holds insurance licenses in Arkansas and California. His approach centers on building and maintaining client relationships based on trust, reliability, and transparency. He chose to join Fidelity due to its trusted brand, ethical values, and unique investment approach. Outside of his professional life, Chad enjoys baseball, family activities, fishing, exploring food, caring for pets, and running.

Casey Orourke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments, Inc. from 2013 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology and a large network of advisors.

Brittany Myers is a financial advisor at Fidelity with one year of industry experience. She previously worked at Citizens First Bank for seven years and spent a year at Blooms Baking House. Brittany holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Clint Shea is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Outside of his advisory role, he serves as a trustee of a trust for his parents. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Brittani Tilley is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, she worked at Axa Advisors, LLC for one year. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

John Stewart IV is a ChFC® and Series 66 designated financial advisor with 27 years of industry experience, currently with Edward Jones since 2012. He serves on the boards of the Lake County Sheriffs Charities Organization and the Mount Dora Kiwanis Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Richard Levand is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at United Southern Bank and Blackwater Inn / Williams Landing. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Calandra is a financial advisor with OSAIC, holding CFP® certification and Series 63 and 65 licenses, with 34 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Calandra is also the owner of Elliott Wealth Management Services, LLC, through which he offers insurance products including fixed annuities, life insurance, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios.

Brian Hentz is a CFP® professional with 28 years of experience in financial services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at National Planning Corporation, Morgan Stanley, Securities America Advisors, and Securian Financial Services. Outside of his advising role, he is a managing member of Graunke & Hentz Wealth Management LLC. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced advisor tools.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

David Christian is Vice President and Financial Consultant at Fidelity Investments. He has held several roles within the company since 2012, including Financial Consultant, Investment Consultant, Investments Representative, Retirement Solutions Representative, and Financial Representative. David's experience spans multiple aspects of financial consulting and investment solutions, contributing to his comprehensive understanding of wealth planning. He holds a California Insurance License. His approach centers on assisting clients with selecting wealth planning strategies tailored to providing benefits both currently and in the future.

Joseph Judge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education. Outside of his advisory role, he volunteers with a Montessori school in Mount Dora, where he leads financial literacy programs for adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Hudson Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he worked briefly at EverBank and spent time as a student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and modeling techniques.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with clients to develop financial plans aligned with their short and long-term goals, utilizing various investment strategies. Prior to his current position, Kyle served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. His earlier experience includes roles as an Account Manager at both American Portfolios (2019-2021) and MassMutual (2017-2019). Kyle's professional journey reflects a consistent focus on investment consultation and workplace planning within the financial services industry. His approach centers on educating clients about financial topics and equipping them with tools and resources to make informed decisions for their families. Outside of his professional career, Kyle has interests in beach activities, boating, fishing, football, golf, and parenthood.

Zechariah Montera is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. His work history includes multiple roles within LPL Financial and prior experience at Western Governors University, Colorado Christian University, the Lakewood Recreation Department, and Sage Outdoor Adventures. He also holds a Notary Public commission and serves as an independent agent for Penn Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, serving individuals, retirement plans, banks, trust companies, and other institutions.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Carl Johns Jr. is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Cetera. His career includes ownership and leadership roles in multiple financial and CPA firms, including Johns Benson & Johns CPAs PA and Johns Brothers Financial LLC. Outside of his advisory work, he serves as commodore and president of the Lake Weir Yacht Club, a community social organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform providing access to affiliated and third-party managers and offers various program structures under discretionary and non-discretionary authorities.

Anthony Kelsey is a financial advisor with Fidelity Investments, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, Cetera Investment Services, and Regions Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios across mutual funds, ETFs, and ETPs.

Chad Seman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management services with a focus on retirees. He assists clients with a range of financial topics, including retirement planning, portfolio management, tax minimization, family wealth management strategies, legacy planning, and saving for unexpected expenses. Chad's approach involves collaborating with clients to understand their priorities and create personalized financial plans aligned with their unique goals and life stages. He emphasizes the importance of a comprehensive perspective to help clients achieve and maintain a comfortable retirement lifestyle. He holds a Bachelor's Degree from Keiser University and completed an Accredited Certificate Program at the University of Central Florida. Chad also holds the Personal Investment Advisor (PIA) designation. Outside of his professional duties, he enjoys activities such as chess, cooking, football, music, reading, spending time with his family, traveling, and watching movies.