Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fisher Investments and USAA Financial Planning Services. Outside of advising, she operated a business related to books from 2017 to 2020 and has experience as a health insurance agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Collin Seal is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at TPC Louisiana and Saint Johns University. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bethann Goodrick is a financial advisor at LPL Financial with 27 years of industry experience. She holds a Series 66 designation and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of her advisory role, she is involved with Tru Stage, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jerome Morgano Jr. is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in auto racing through Venomous Motorsports LLC and manages his practice expenses via JM2 Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. 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 through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Jill Kelly is a CFP® professional with 34 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Brems is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch, with planned leadership roles through 2026. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Robert Hartland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Ameriprise and Linsco/Private Ledger Corp. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Kellie Russell is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. / Merrill Lynch, Medaille College, and South Buffalo Charter School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Halle Macerelli is a financial advisor with Cetera, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Fragasso Financial Advisors, LPL Financial, and BNY Mellon. She is based in Parrish, FL. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with significant scale and a broad advisor network.

Jordan Goodrick is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked for Wayne Hummer Investments for 16 years before joining LPL Financial in 2025. He holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brett Sheppard is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Cetera in 2024, he worked at Regions Bank from 2020 to 2022 and has a background that includes roles in investigative and security services. He is co-owner and member of a photography business, Le Sheppard Photography, which he operates with his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies with discretionary and non-discretionary options across multiple program and custodial structures.

Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

David Figari is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. He has also been involved with Dragonturtle Ideas, LLC and Dragonturtle Ideas Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Heather Balfour is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked primarily with Fidelity and its affiliated entities since 2001, with a brief period at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its investment in model portfolios, oversight of sub-advisers, and use of AI-driven research tools.

William Rhodes is a financial advisor with Cambridge Investment Research Advisors in Riverview, FL. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and previously spent thirteen years with Iowa Northern Railway. He serves as a board member of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Joel Marius is a financial advisor with OSAIC Wealth, Inc. holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and Ameriprise Financial Services. Outside of advisory work, he is involved in real estate sales, mortgage lending, and insurance through his sole proprietorships, as well as managing Fortunium LLC, a brand focused on wealth management, real estate, insurance, and lending. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm integrates brokerage and advisory services with technology-driven portfolio construction and offers access to third-party managers, supporting both discretionary and non-discretionary account management.