Jonathan Di Rico is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Ameriprise since 2018 and previously spent 12 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Di Rico is also the owner of Azzurri LLC, a business unrelated to investments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice supported by algorithmic automation and oversight.

James Casement is a CFP® and PFS™ with 38 years of experience in the financial services industry. He currently serves at Cetera and has a background that includes over three decades at Avantax Advisory Services and related entities. In addition to his advisory role, Casement operates legal and tax preparation businesses, including the Law Offices of James P. Casement and Casement Group, P.C. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to both affiliated and third-party investment strategies.

Erika Wilkes is a financial advisor at Charles Schwab with the Series 66 designation. She joined Charles Schwab and Charles Schwab Bank in 2024 and has prior experience in real estate and hospitality sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Denise Otten is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services for 14 years. Outside of her advisory role, she operates a CPA firm and founded a nutrition-focused informational business where she authored a book and created educational seminars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Fredric Weiner is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by advisor tools and expansive non-advisory financial activities.

Sheri Swantek is a financial advisor at Merrill with 37 years of industry experience. She holds a Series 63 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Mark Cronshaw is a financial advisor with Edward Jones in Dekalb, Illinois, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Turner is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and two years of industry experience. She has worked at Cambridge Investment Research Advisors and its affiliates since 2024 and previously held roles at Certinia, Inc., ON24, Inc., and TriNet. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options, including discretionary and non-discretionary portfolios, proprietary and third-party model strategies, and maintains formal compliance and supervisory processes.

Jeremy Hickey is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Wealth Management, Lanark Financial, Ameriprise, and various Wells Fargo entities. Outside of his advisory work, he is involved in private investment ventures and insurance consulting through several privately held companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients’ needs, including specialized areas such as business-owner transition and special-needs planning.

Rosa Caba is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Citigroup Global Markets for eight years before joining Merrill and Bank of America N.A. in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cindy Silipo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has been with Raymond James & Associates since 2022 and previously worked at BB&T Securities and BB&T Bank. Outside of her advisory role, she works as a bartender at Pier 22 Restaurant in Bradenton, Florida. 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 tailored financial planning and consulting services with a broad range of investment options and notable municipal advisory capabilities.

Stephanie Jackson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to clients such as 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Christy Moulton is a financial advisor at LPL Financial in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Edward Jones and Young Living, and she has owned Hoopers Backflow LLC since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisers with research-driven tools and offers extensive non-advisory financial services alongside its investment management capabilities.

Tracie Manning is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Manning is also involved as an owner in a separate investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using standardized tools and engages in various investment and trading activities through its affiliated entities.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a two-year period at UBS Financial Services. Stifel serves a broad clientele, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jesica Andrews is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Raymond James & Associates, INC and ICON Management, among other firms. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and supervisory structures.

Douglas Garback Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he is involved in property and casualty insurance through The Garback Agency, where he serves as CEO. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Joyce Falken is a financial advisor at Edward Jones with 24 years of industry experience. She has held her current role at Edward Jones since 2013. Falken holds Series 63 and Series 66 credentials. 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.

Patricia Chevalier is a CFP® and ChFC® credentialed advisor with 35 years of experience in the financial services industry. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach with access to third-party asset managers and financial planning services.

John Campora is a financial advisor with Edward Jones in Bradenton, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory work, he maintains a YouTube channel unrelated to finance, politics, or business and writes product reviews for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices.