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.

Grace Kilgore is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Outside of her advisory role, she operates an Amazon Store Front, for which she receives paid commissions. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Rachel Lobdell is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is connected to WealthEnV LLC, a technology and media company developing a video game focused on financial literacy, though she does not have an active role in the company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets activities.

Peter Korcusko Jr. is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Morgan Keegan & Company, LLC, Amsouth Investment Management Company LLC, and IFMG Securities, Inc. He is also involved with Molon Labe Financial, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets under management.

John Miller III is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 24 years working with Polk County Public Schools. 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 with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Wendy Jo Bellerive is a Certified Financial Planner® with 29 years of industry experience, currently with Cambridge Investment Research Advisors where she has worked for 16 years. She also serves as president of Cobblestone Financial Advisors, Inc., a role she has held since 2010. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Ian Hastings is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2022, he spent over two decades working at Guardian Life. Outside of advising, he is a partner at Meridian Financial Partners, LLC, a holding company where he assists with office management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved software and delivers written recommendations covering a range of investment categories.

Grayson O'cain is a financial advisor with Edward Jones in Bartow, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at the Florida Department of Transportation. Outside of his advisory role, he has been involved in ranch work in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and fiduciary standard in providing advisory services.

Wenylsa Spencer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and having five years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as prior work in communications and service in the Navy Reserves. Outside of advising, she works part-time as a delivery driver for DoorDash. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients primarily through a wrap-fee asset management program. The firm employs model-driven investment strategies managed by third-party asset managers and supports execution and custody through Pershing, focusing mainly on individual investors rather than institutional or pension plan clients.

John Scheck Jr. is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in Bullish on Bamboo, LLC, a real estate and agriculture business based in Winter Haven, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Steven Tiner is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as Assistant Governor for Rotary District 6890 in Haines City, FL. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Eddie Mathouchanh is a financial advisor with Merrill in Lakeland, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment models and implements account administration, trading, and custody support.

Christopher Spear is a financial advisor with LPL Financial and holds a Series 66 credential. He has 10 years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, E*TRADE, Fidelity Investments, Raymond James, and T. Rowe Price. Outside of advisory services, he owns Trusted Check Home Inspections, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Sherwood is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. She serves as a committee member on the CLASAC Environmental Lands Program in Bartow, FL, which recommends private lands for conservation. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Courtney Kershaw is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates before joining UBS in 2019. Outside of her advisory role, she is the managing member of Titanium Consulting LLC, an electrical service consulting firm, and serves as CEO of CKJT Insurance Company Inc., a supplemental insurance provider. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

David Johnson is a financial advisor with Merrill in Lakeland, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and several banking institutions. Merrill, alongside 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, and institutional investors.

Ellen Burzynski is a financial advisor with Wells Fargo Clearing in Poinciana, FL. She holds the Series 66 designation and has 12 years of industry experience, including ten years at Wells Fargo Clearing and ten years at Crossmark. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cassandra Sonnier is a financial advisor at Edward Jones with a Series 66 designation and over 19 years of experience in the financial industry. She worked at Truist Bank for 18 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Ryan Camis is a financial advisor at Edward Jones in Davenport, FL, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Paychex, ADP, Enterprise Rent-A-Car, and Best Buy. 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 wide range of advisory programs and investment solutions supported by a national network of more than 23,000 financial advisors and over 15,000 branch offices.