Brandie Stanfield is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at GWFS Equities, Inc. and Foothill Credit Union. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Kimball Obeng is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation. Outside of advising, he has been involved with Emergency Dental Care USA since 2016. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers.

Gino English is a financial advisor with Edward Jones in Orlando, FL. He holds Series 65 and Series 63 licenses and has prior experience with Rocco English from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Meyer is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Schwab Wealth Advisory and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and 41 years of industry experience. She has been associated with Partners Federal Credit Union and LPL Financial since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she sells life, health, disability, long-term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.

Orson Lin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a prior role at Old National Bank and earlier experience in healthcare at IU Health Bloomington Emergency Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, focusing on approved funds and strategies while operating within the broader J.P. Morgan broker-dealer and banking organization.

Melissa Woldanski is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Axa Advisors and Logix Federal Credit Union. Outside of her advisory work, she is an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages practice expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

David Nagy is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years and has served as president of Foresight Financial Planners, Inc. since 1991, where he is involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios across multiple investment types.

Marlia Brown is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 22 years of industry experience. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Frank Burianek is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2011, including its affiliated entities, as well as Legend Equities Corporation since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Wendy Jo Bellerive is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She has been associated with Cambridge Investment Research Advisors since 2010. Outside of her primary role, she serves as President of Cobblestone Financial Advisors, Inc., where she is involved in payroll and office management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches and platform arrangements.

Kyle Antommarchi is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Merrill, Bank of America, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store based in Championsgate, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs, using structured planning tools and broad investment capabilities.

Rachel Davis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014, with prior roles at Newport Group and Newport Group Securities. Outside of her advisory work, she is involved as an associate employee in office support at METRO Financial Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Ian Hastings is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, having previously worked at Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory role, he is a partner in Meridian Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and serves a broad client base, including high-net-worth individuals.

Daniel Valdes is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and six years of industry experience. He has worked with Bank of America and Merrill since 2012 and is also involved part-time with Transtate Industrial Pipeline Systems, where he assists with pipeline safety and regulatory projects. 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 supported by internal and third-party managers. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Max Elson Jr. is a financial advisor with Morgan Stanley in Champions Gate, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Elson serves as a director for both the Make-A-Wish Foundation of Central & Northern Florida and the Cornell University Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers services through individual advisors and corporate agreements.

Jason Wingo is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following three years at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Gerard Duphiney is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2008. He holds Series 63 and Series 66 licenses. Outside of advisory work, he has involvement in independent film projects. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diverse investment strategies through research and model portfolios.

Steven Tiner is a financial advisor with Ameriprise in Davenport, FL, holding 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors and as Assistant Governor for Rotary District 6890. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that include Social Security options and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized advice, focusing on assets managed within Ameriprise.