Joshua Chase is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Kingsview Asset Management. Outside of his advisory work, he participates in a consumer survey panel unrelated to investments. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory services.

Renee Burke is a CFP® professional with 12 years of experience in the financial industry, currently serving clients at Edward Jones since 2014. She holds the Series 66 designation and is based in Mt Dora, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Michael Laliberte is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at MSI Financial Services, Focal Point Advisors, and KeyBanc Capital Markets. Outside of advising, Laliberte is involved in several business ventures including ownership and management roles in family wealth and tax advisory firms, philanthropic work through a family wealth foundation focused on eradicating entrepreneurial poverty, and volunteer service as a treasurer for a homeowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.