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.