Joseph Sing Po is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Merrill and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

John Bockover is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and serves concurrently in the US Army Reserves as an Imagery Analyst. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Cassandra Adesina is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for nine years. Outside of her advisory role, she provides fixed annuities and traditional life insurance through her agency, The Next Level Planning Group. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary or advisor-managed strategies.

Andrew Stroud is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Eady is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within JPMorgan Chase entities since 2022. Prior to joining the firm, he worked in real estate, including positions at Berkshire Hathaway HomeServices Florida Properties Group and Keller Williams Realty. 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. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in portfolio recommendations.

Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Oriental Financial Services Corp and Wells Fargo Clearing. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Jesus Vega Cerda is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Publix Super Markets, Inc., Keiser University, and the University of Puerto Rico, Bayamon campus. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

James Faubert is a financial advisor at Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Timotej Czernek is a financial advisor at Cetera with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Fisher Investments and Primerica. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party managers.

Matthew Faubert is a financial advisor at Edward Jones in Winter Haven, FL, holding Series 66 and Series 63 licenses with 13 years of industry experience. He previously worked at Franklin Templeton for 13 years before joining Edward Jones in 2025, including a brief tenure at Design Pro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Linda Fairchild is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and offering 45 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and several other firms dating back to 1993. She is also a notary public in Florida and operates Fairchild Advisors, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, supported by operational tools including machine learning.

Nery Saucedo Gonzalez is a financial advisor with Merrill in Winter Haven, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, Nery worked at Equitable Advisors and held various roles in mortgage lending and public service. Outside of finance, Nery is a managing member and general partner of a mobile bartending business serving private events. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Johnson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of Trustees for the Alpha Tau Omega Fraternity at the University of Florida and is a member of the finance committee on the Board of Directors for Sea Turtle Care and Conservation Specialists Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Lillian Danis Soto is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Geico for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Douglas Rathbun is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years and Cisco Systems for three years. Rathbun is based in Winter Haven, 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and significant discretionary assets under management.

Joel Speakman is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending options.

Lawrence Widener is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, Widener is involved in livestock production and serves as a board member of the Kiwanis club in Davenport. 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.

Thomas Oldt is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and over 32 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Financial Group, and FFP Advisory Services. Outside of his advisory work, Oldt serves as a FINRA arbitrator and contributes as a part-time columnist for The Ledger in Lakeland, 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 portfolio management services, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Michael Roberson is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, with four years at Edward Jones and two years of industry experience overall. His prior experience includes roles at Republic Finance and Soccer Master. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, supported by a large national network of financial advisors and branch offices.