Matthew Corman is a CFP® professional affiliated with LPL Financial who has nine years of experience in the financial services industry. His prior roles include positions at AE Wealth Management, Generations Retirement Group, and MassMutual, among others. He is based in Riverview, FL. 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, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Joseph Rowe is a financial advisor with Ameriprise in Ellenton, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in a consulting business, JNA Solutions, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement income plans and annual planning advice focused on income stability and tax-aware withdrawal strategies.

Veronika Rigsbee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes five years at First Command and a year at Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Glenn Krcmaric is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes more than two decades with Payant Financial Services and 14 years at Sagepoint Financial. In addition to his advisory role, he is a licensed insurance agent involved in running proposals and illustrations and assisting with policy evaluations. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutional plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and employs various tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Megan Boston Wood is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Bank and various healthcare and communications firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Sean Andrews is a financial advisor with Edward Jones in Wimauma, FL, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2020, he worked at Sienna Biopharmaceuticals, Inc. and Novan, Inc. He serves as President of the Board for the Greater SouthShore Chamber of Commerce in Ruskin, FL. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a range of advisory programs and affiliated investment products.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Wells Fargo N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Sayre is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 34 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as co-trustee and trustee of family trusts. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Tamara Sadowski is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. She has held positions at various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its advisory roles with multiple registered investment companies.

James Berndt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth. His prior roles include positions at Corient, The Mather Group, EY/Tapfin, Kraft Heinz, Enterprise, and Finametrics. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

John Fletcher is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2019. 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, including both discretionary and non-discretionary management, supported by research from LPL Research and various third-party providers.

Mari Nesse Wyssbrod is a financial advisor with LPL Enterprise holding a Series 66 designation and 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC from 2002 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Brandon Kuban is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and several other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Fabio Mugnaini is a financial advisor with OSAIC who holds a Series 66 designation and has seven years of industry experience. His past roles include positions at Royal Alliance Associates, Transamerica Capital, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo, and Achieva Credit Union. He is also involved with Tata Consultancy Services, providing back office operations support for Transamerica’s variable product business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party resources to construct diversified portfolios across asset classes.

Chris Castro is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation among other firms. Castro’s background includes multiple self-employed engagements prior to joining Osaic in 2026. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing a variety of asset-allocation tools and portfolio management options.

Brianna Izzo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, she owns a small business selling handmade crochet items on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Palpacuer is a CFP®-certified financial advisor with 11 years of industry experience, currently with Fisher Investments since 2014. He holds Series 63 and Series 65 licenses and is based in Wimauma, FL. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management, sub-advisory, and retirement plan services across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, serving clients including pension plans, foundations, investment companies, and high-net-worth individuals.

Natalie Matos is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Pablo Miranda is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 credentials. He has 18 years of industry experience, including roles at Morgan Stanley and USAA Financial Advisors. His career also includes a decade at The Clara Abbott Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that combine fundamental research with quantitative and algorithmic methods. The firm serves a variety of clients through discretionary and non-discretionary advisory services and is noted for its use of systematic portfolio construction and formal advisory roles to registered investment companies.