Brittany Myers is a Series 66-licensed financial advisor with Fidelity, based in The Villages, FL, and has two years of industry experience. Her prior work includes seven years at Citizens First Bank and a year at Blooms Baking House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

John Harper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at several firms including Avantax and Jackson Hewitt Tax Services. Outside of his advisory role, he owns Wildwood Wealth Management, providing accounting, tax preparation, payroll services, and business consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Whitley is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for 13 years. Outside of his financial advisory work, he serves as a Senior Airman in the DC Air National Guard, responsible for aircraft maintenance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice supported by proprietary research and algorithmic tools. The firm’s approach emphasizes dependable income and tax-aware withdrawal strategies within a product ecosystem influenced by affiliated investment options.

Gary Hessert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Regions Bank/Cetera and Edward Jones. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

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.

Jordan La Marca is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. He has nine years of industry experience, including roles at Evershore Financial Group and Securian Financial Services. La Marca is also involved with Freedom Financial Group, LLC, where he works as an Investment Advisor Representative and insurance broker. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

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.

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.

Timothy Flynn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James since 2006 and spent 12 years at Independent Financial Partners. Flynn serves as a board member for the nonprofit Education for Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and supports both wrap-fee programs and municipal advisory services.

Mark Masson is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its institutional platform.

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® with over 23 years of experience in financial services. He is affiliated with Cetera and holds several licenses including Series 63 and Series 65. Johns has ownership and financial professional roles in multiple related businesses, including a CPA firm and financial services entities. Outside of his advisory work, he serves as Commodore/President of the Lake Weir Yacht Club. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a broad client base through various portfolio management and financial planning services, offering both discretionary and non-discretionary solutions across multiple program platforms.

Gary Clancy is a financial advisor with Equitable Advisors in The Villages, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is a partner in Healthcare Business Planning Group, LLC, providing marketing services to physician practices, and serves as Vice President of Ascendancy Insurance Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-centric approach, often leveraging third-party asset managers and advisory programs, and provides ERISA fiduciary services without sponsoring its own wrap fee program.

David Niles is a CFP®-certified financial advisor with LPL Financial, where he has worked since 1991, bringing 41 years of industry experience. He is based in Oxford, Florida. 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 management services through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

Sheryl Strickland is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 2 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Chad Seman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal finance, investments, and wealth management. He serves as a resource for clients on a wide range of financial matters, including general investing, retirement planning, and preparing for unexpected expenses. His experience encompasses retirement planning, portfolio management, tax-efficient investing, estate planning services, risk management, and client segments such as college education planning, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, tax minimization, and retirement income. Chad works closely with clients to develop financial plans tailored to their unique goals and life stages. Chad holds a Personal Investment Advisor (PIA) designation, an Accredited Certificate from the University of Central Florida, and a Bachelor's Degree from Keiser University. Outside of his professional role, he has interests in chess, cooking, football, music, reading, spending time with his family, traveling, and watching movies.