Levi Wiget is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006. Outside of his advisory role, he owns a consulting business coaching local businesses and is involved in recreational fishing through FLW Outdoors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Yann Gehan is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jose Rivas Espinoza is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Morgan Stanley, E*TRADE Capital Management, AXA Advisors, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research and may incorporate ESG criteria.

Edward Gallenstein is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience. Throughout his career at Merrill, he has worked closely with clients to design portfolios tailored to their individual needs, focusing on a multi-generational approach to achieving financial security. His expertise encompasses a comprehensive approach to wealth management, beginning with listening to clients' goals and providing strategies grounded in their objectives. He offers services in areas such as college education planning, family wealth management, retirement income, and managing new wealth. Edward provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various financial aspects. Edward holds a Bachelor's Degree from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the National Association of Plan Advisors (NAPA). Outside of his professional work, Edward spends time volunteering within his community and enjoys baseball, chess, traveling, and spending time with his family.

Jessica Chou is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 66 designation and has worked at several firms including SmartPro Financial and My Echelon, Inc. Prior to her advisory roles, she was involved with the UCSB Multicultural Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

Jason Masiello is a financial advisor at Edward Jones in Bradenton, FL. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked for 22 years at the State of Rhode Island Department of Corrections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Peter Sayre is a financial advisor with Wells Fargo Advisors in Ruskin, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as co-trustee of his mother’s trust and trustee of his deceased father’s trust, reflecting involvement in family fiduciary responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.

Michael Mundo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Securities America Advisors, Inc., Investacorp Advisory Services Inc., and Ladenburg Thalmann Asset Management Inc. Outside of his advisory role, he is also involved in real estate sales as a licensed agent with Coldwell Banker Realty. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and access to various managed account programs and third-party managers.

Andrew Falk is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kestra Advisory Services, Fidelity Brokerage Services, and multiple other firms. Outside of his advisory role, he has experience in diverse business ventures including Trestles Coastal Cuisine and Wild Yankee Liquors. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers access to multiple platforms and third-party sub-advisors.

Richard Godfrey is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His previous roles include positions at Cambridge Investment Research, Inc., Capital Choice Financial Services, Manatee River Financial, Ameritas Investment Corp, and CCF Investments, Inc. He is also an independent insurance agent and serves as a member of the SmartVestor Council. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Jon Waggoner is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he is the owner of Waggoner Holdings LLC, a limited liability company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

James Berndt is a CFP® professional affiliated with Osaic Wealth, with eight years of industry experience. His prior roles include positions at The Mather Group, LLC, EY/Tapfin, and Corient. Outside of his advisory work, he manages a rental property. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm employs a model-based investment process with portfolio optimization and offers a range of advisory and brokerage services through a broad platform of affiliated entities.

John Fletcher is a financial advisor with LPL Financial in Sun City Center, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Ameriprise Financial Services for nine years before joining LPL Financial in 2019. 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, and institutional platforms, supported by a large network of investment adviser representatives and technology-driven tools.

Melissa De La Pena is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at J.P. Morgan Chase Bank and Wells Fargo Clearing Services, as well as involvement with several entertainment and talent agencies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Thomas Redden III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at various J.P. Morgan entities since 2011. Outside of his advisory role, he operates an online selling business focused on art and crafted digital design items. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

Brandon Kuban is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior experience includes roles at Bank of America Merrill Lynch and several banking institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses centralized due diligence combining quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations in its recommendations.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Jonathan Eskridge is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and tools.

Joseph Pallet is a CFP® with 18 years of industry experience, currently associated with LPL Financial in Bradenton, FL. His career includes roles at Transamerica Retirement Solutions, Raymond James Financial, UBS Financial Services, and Chase Investment Services Corp. In addition to his advisory work, he holds a financial institution role at Lake Michigan Credit Union. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.