Janet Bolden is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 38 years of industry experience. Her prior work includes a decade at Morgan Stanley Smith Barney and a period at AmerLife. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jonathan Convery is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked with LPL Financial since 2017 and was previously with Voya Financial Advisors in 2016. Convery also owns Jonathan Convery LLC, a tax preparation and accounting firm. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Skripko Jr. is a financial advisor at Edward Jones in Palm Coast, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 national network of advisors and branch offices.

Richard Thornton is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and 16 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, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michele Rilko is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She specializes in managing new wealth, portfolio management services, and addressing the financial needs of women. In addition to her advisory role, Michele supports the Davis, Westerburg & Associates team by providing business reports and developing operational procedures to enhance client service. Michele earned her Bachelor’s degree in Business Management from Nova Southeastern University in 1993. She holds the Professional Investment Advisor (PIA) designation. Her career includes various financial and business management positions prior to joining Merrill Lynch. Outside of her professional responsibilities, Michele enjoys boating, music, and tennis.

Alyssa Thornton is a Series 66 licensed financial advisor with Edward Jones in Palm Coast, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at United Methodist Day School and Stetson University. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Serge D'Adesky is a financial advisor at Northstar Strategic Investments Inc with 17 years of industry experience. He holds a Series 66 designation and has been with Northstar Strategic Investments since 2010. In addition to his advisory work, Serge is a registered life and health insurance agent and contributes publications to Seeking Alpha. He also serves as a trustee for the Katherine Marie D'Adesky Special Needs Trust. Northstar Strategic Investments Inc is an independent firm serving clients with tailored financial advisory services.