Eric McSwain is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads branch operations and supports associates and clients in pursuing their overall goals. Before becoming Vice President, Eric held several leadership roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Active Trader Service Team Leader from 2019 to 2022, and PAS Team Leader from 2012 to 2019. His experience reflects a progression through various leadership positions within the organization. Eric emphasizes instilling confidence and compassion in people to enable associates and clients to pursue their objectives.

Gregory Sullivan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes multiple tenures at Wells Fargo Clearing and a five-year period at Benjamin F. Edwards & Company, Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of over 14,000 advisors, offering both brokerage and advisory solutions.

Kimberly Westerfield is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at various Schwab entities since 2004, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid model combining non-discretionary advice with access to discretionary separately managed accounts and uses a multi-asset, model portfolio investment approach.

Jeffrey Graunke is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. His prior experience includes roles at National Planning Corporation, Morgan Stanley, and Securities America Advisors, Inc. He is a managing member of GRAUNKE & HENTZ WEALTH MANAGEMENT LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party management, and institutional programs.

Joe Marone is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he collaborates with clients to develop and maintain financial plans aimed at achieving their retirement objectives. His approach emphasizes teamwork and focuses on aligning investment strategies with clients' lifestyles throughout their retirement years. Joe's professional experience spans several roles in the financial services industry. Prior to his current position, he served as Vice President of the Private Client Group at Fisher Investments from 2018 to 2020. He also held the positions of Branch Manager and Investment Consultant at TD Ameritrade between 2014 and 2018, and from 2008 to 2014, respectively. Early in his career, he worked as an Associate Financial Consultant at Laidlaw & Company, UK Ltd. from 2005 to 2008. He holds a California Insurance License. No additional information about his education or personal interests has been provided.

Dwayne Walker is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience at T. Rowe Price and Wide Open West. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Diane Thomas is a ChFC® credentialed financial advisor with Edward Jones in Eustis, FL, with nine years of industry experience, all at Edward Jones since 2016. Outside of her advisory role, she co-owns a hobby craft business creating wooden and painted dinosaur art and manages the self-publication of a Bible-study book in collaboration with her father, a retired minister. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Deborah Beck is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she serves as Secretary on the Board of Directors and Finance Committee Member and Stewardship Ministry Director at Amazing Grace Lutheran Church, in addition to holding leadership roles within the Florida-Georgia District LCMS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based analyses that cover retirement, tax, estate, and other financial planning topics without including implementation. The firm offers integrated planning alongside managed account services through its WealthPlan program and maintains a distinct approach by not providing institutional portfolio management or adviser selection.

Robert Vereen is a financial advisor at Fidelity with five years of industry experience. He has previously worked at Pinnacle Financial Partners and The Vanguard Group. Outside of his advisory role, he provides notary services for South Carolina residents and offers informal business advice related to graphic design. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a broad client base including registered investment companies and charitable funds.

Jeffrey Sustarsic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward Jones for 22 years before joining Wells Fargo in 2023. Outside of his advisory role, he serves on the City of Leesburg Recreation Advisory Board. 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, utilizing research and analytics to support diversified investment approaches.

Jaime Planells is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2016. Prior to this, he worked at Planmember Securities Corporation from 2014 to 2016. Outside of his advisory role, he is President and CEO of Palmer Planells Wealth Group and serves on the finance committee of the Winter Park Library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a network of advisors, with specialized services in municipal finance and employer advisory programs.

Michelle Drawdy is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1998 to 2003. She holds the Series 63 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Morgan Stanley, with notable tenures at Merrill from 1997 to 2006 and 2007 to 2018, and most recently from 2022 to the present. Outside of her advisory role, she is the sole owner of a rental property in Virginia Beach, VA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nick Langler is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2010, progressing through various positions including Financial Consultant, Investment Representative, and Retirement Solution Representative. Prior to joining Fidelity, Nick worked as a Teller at Jax Federal Credit Union from 2009 to 2010. Throughout his career at Fidelity Investments, Nick has developed expertise in wealth planning and financial consulting, partnering with clients to create an open and collaborative environment. He holds insurance licenses for Arkansas and California, supporting his ability to serve clients in multiple states. Outside of his professional work, Nick's personal interests include cars, fitness, football, golf, social events with friends, and parenthood.

Josh Gussler is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Northwestern Mutual, Ameriprise Financial, SecureNet Financial, and People Ready. He has also been involved with the First Baptist Church Umatilla and the Lake County Board of County Commissioners. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and long-term asset allocation benchmarks.

Lesli Luther is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Luther Group, a financial advisory team based in The Villages, Florida. She provides customized wealth strategies and integrated advice to individuals and families, helping them address their priorities and pursue their goals. Lesli leads a multidisciplinary approach that includes investment management, retirement planning, trust and estate planning services, higher education savings, and charitable giving. Her expertise encompasses a range of client focus areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and retirement income. Lesli holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a High School Diploma from Miami Killian High School, attended American Public University without degree completion, and holds an Associate's Degree from Brevard Community College. Lesli follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, she enjoys activities including biking, boating, cooking, gardening, interior decorating, music, reading, tennis, traveling, yoga, Pilates, cultivating orchids, and walking her dogs, Luci and Chloe, throughout The Villages.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Kent Penney is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Investec Securities. Kent is based in The Villages, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Nahshan St.Bernard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Associate from 2021 to 2023. His professional focus centers on building trust through open communication and understanding clients' aspirations, aiming to empower them to navigate financial complexities with confidence. Nahshan emphasizes a partnership approach in financial planning, going beyond asset management to support clients in achieving their financial goals. Outside of his professional responsibilities, he has interests in comedy and engaging in family activities.