Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.

Grace Pattison is a Series 65 licensed financial advisor with 30 years of industry experience, currently with Cetera Investment Advisers, LLC since 2017. She has also been involved in accounting and tax services through her roles at G. Pattison CPA and All Accounting Services & Taxes Inc. In addition to her financial and accounting work, Pattison serves as president of Decorative Painters of Central Florida Inc., an organization offering art classes. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures and custodial relationships.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a previous role at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously operated One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Joel Speakman is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and having 17 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 with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending options.

Lawrence Widener is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, Widener is involved in livestock production and serves as a board member of the Kiwanis club in Davenport. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Carey Stansbury is a financial advisor with Osaic Wealth, Inc. who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Osaic since 2012. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Michael Roberson is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, with four years at Edward Jones and two years of industry experience overall. His prior experience includes roles at Republic Finance and Soccer Master. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, supported by a large national network of financial advisors and branch offices.

Charles Houle is a financial advisor with OSAIC based in Davenport, Florida, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. His work history includes over a decade with Signator Investors, Inc., followed by roles at Royal Alliance Associates, Inc. since 2018. OSAIC serves a diverse clientele that includes retail and institutional clients such as individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing a range of portfolio construction tools and offering access to third-party money managers and wrap programs.

Robert Dufresne Sr. is a Certified Financial Planner® with 26 years of industry experience. He has been serving clients at Planned Financial Security in Haines City, FL since 2007. The firm operates independently with a single advisor model.