Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Lisa Drake is a financial advisor at Creative Planning with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Cetera Wealth Services, NFP Retirement, and LPL Financial. Drake serves as a board member and president of the American Retirement Association and acts as a retirement plan consultant with SageView Advisory Group, providing fiduciary oversight and regulatory guidance to plan sponsors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Danny Benedetti is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations. Benedetti has spent the majority of his career with Citizens Securities, with a brief period at Cadaret Grant & Co., Inc. He assists with clerical work for his spouse’s travel business, B Anywhere Travell. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Joseph Jarrett is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and SunTrust Investment Services. Jarrett is currently based in Okahumpka, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. His prior roles include positions at Ameriprise, Voya Investment Management, and E*Trade Securities. He holds Series 63 and Series 66 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tailored allocations and private market exposure.

Ricardo De Oliveira is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Adventhealth Waterman and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and related advisory services.

Roger Finder is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been with Commonwealth since 2005. In addition to his advisory role, he is a certified divorce financial analyst and a co-owner of Centre Real Estate, LLC, which owns his branch office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Michael D'alessandro is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary strategies and offers the AMC Advantage manager-selection program, supported by proprietary research and inter-affiliate integration.

Kendrick Crockett is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His previous work history includes roles at Thrivent Financial and PepsiCo. Outside of his advisory work, he is involved in real estate as a licensed broker working with family members and owns a company that purchases and rents real estate properties. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Kevin Maxwell is a Series 65-licensed advisor with Equity Services, Inc. (ESI Financial Advisors) and has four years of industry experience. Prior to joining Equity Services in 2026, he spent five years with Knights of Columbus Asset Advisors LLC and eleven years with Knights of Columbus Insurance, where he continues to serve as a Field Agent specializing in life insurance and related products. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, including third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

Richard Little is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including previous roles at Raymond James & Associates Inc, InvestCloud, and ownership of Kahn Little LLC, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Monette Spears is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Travis Bowersox is a Wealth Management Advisor and Portfolio Advisor with Merrill Lynch Wealth Management, serving clients in The Villages, FL. He specializes in wealth management planning, professional investment management, and providing financial strategies tailored to high net worth families, CEOs, business owners, executives, and retirees. Travis earned a Bachelor's degree in Finance from the University of Central Florida School of Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is also the founding member and current president of The Villages Estate Planning Council, which comprises professionals such as attorneys, CPAs, and trust officers. Outside of his professional commitments, Travis enjoys an active lifestyle with interests in biking, chess, cooking, hiking, rock climbing, running, swimming, and spending time with his family. He resides in Mount Dora with his wife, Sarah, and their daughter, Ella.

Eric Blamick is a financial advisor at Edward Jones in Eustis, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a part owner of a mini warehouse business in Eustis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Chad Buchignani is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to help them make appropriate financial decisions for themselves and their families, focusing on wealth management and ongoing financial monitoring. Prior to joining Fidelity, Chad worked as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade between 2016 and 2018. Chad holds insurance licenses in Arkansas and California. His approach centers on building and maintaining client relationships based on trust, reliability, and transparency. He chose to join Fidelity due to its trusted brand, ethical values, and unique investment approach. Outside of his professional life, Chad enjoys baseball, family activities, fishing, exploring food, caring for pets, and running.

Dale Cebert is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. He has worked at Ameriprise and FSC Securities Corporation and has operated Cebert Wealth Management, Inc. since 2014. Outside of his advisory work, he is involved with Cebert Tax Service, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and multiple investment strategies.

Casey Orourke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. from 2013 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

John Knopick is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at Rollins College for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Brittany Myers is a financial advisor at Fidelity with one year of industry experience. She previously worked at Citizens First Bank for seven years and spent a year at Blooms Baking House. Brittany holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.