Yee Ling Lee Spears is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 under management and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellen Burzynski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Additionally, she has been associated with Crossmark since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michelle Correa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked exclusively within the J.P. Morgan organization since 2015, including roles at JPMorgan Chase Bank and JPMorgan Securities LLC. 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 operates on a non-discretionary basis, combining large institutional advisory services with broker-dealer and investment adviser registrations.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Eugene Garner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, and Evershore Financial Group. Outside of his advisory role, he operates a private business providing woodwind music lessons. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies along with oversight controls in its portfolio management.

Thomas Duff is a financial advisor with Raymond James Financial in Celebration, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and with Raymond James Financial since 2009. Outside of his advisory role, Duff serves as an officer and treasurer for a nonprofit organization and owns a support company in Maine. 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 institutions. The firm delivers tailored, non-discretionary planning and consults using risk profiling and analytical modeling, supporting clients through its advisory programs and a large advisor network.

Vadim Matatov is a financial advisor at Ameriprise with 26 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Generational Consulting LLC, where he assists with day-to-day tasks and long-term goal setting for the practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Rodrigo Torres Pinto is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2016 and has prior experience with Bank of America, N.A. and adidas America. Outside of his advisory role, he is the sole owner of rental properties in Orlando, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ruy Diaz Hernandez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Compass Group USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Wayne Cook is a financial advisor with LPL Financial in Kissimmee, FL, holding a Series 66 designation and 22 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been involved with WEC Associates for over two decades, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Joshua Wyatt is a financial advisor with LPL Financial in Lake Buena Vista, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes positions at Wells Fargo Clearing Services and Wells Fargo Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources and advanced technologies.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Burns Group advisory team. She began her career in financial advising in 2011 and works alongside her father, David Burns, and husband, Chris Brach. The Burns Group focuses on retirement planning strategies and provides retirement and portfolio analysis for their clients. Paige holds a Bachelor's Degree from the University of Georgia, where she was a member of the Division I NCAA National Championship gymnastics teams from 2006 to 2009. She has earned several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise includes cash flow projections, tax minimization strategies, retirement analysis, and portfolio reviews. Paige helps clients generate steady retirement income while working to achieve their financial goals, including education planning, family wealth management, legacy planning, and tax minimization. Outside of her professional work, Paige is involved in community service through the Florida English Bulldog Rescue. She also supports her alma mater and enjoys spending time with her husband, children, and their rescued English Bulldog.

Tyson Hughes is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch/Bank of America for 17 years. Outside of his advisory role, he is involved in renting farmland and homes in Conway, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Bryan Korman is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. prior to joining LPL Enterprise. He serves as a volunteer director for the Cornucopia Society, a nonprofit community services organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Preston Mulder is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds strategies.

Robert Gole is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes positions at Woodbury Financial Services and Capital One Advisors. He is also the managing partner of Capital Harvest Real Estate Investment, LLC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios across various asset classes.

Curtis Catlin is a CFP® with 29 years of industry experience. He has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Securities Corporation. Curtis holds the Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a variety of asset-allocation tools, risk-tolerance questionnaires, and portfolio management options.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Michael Odero is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.