Jeanine Alasmar is currently a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to her current role, she also served as Vice President of Client Development and Wealth Advisor at The Latus Group, Ltd. from 2019 to 2020. Throughout her career, Jeanine has focused on understanding her clients' goals, family situations, and investments to develop personalized financial plans. She emphasizes a client-first approach, utilizing the tools and resources available at Fidelity to tailor plans to each client's specific needs and wishes. Jeanine holds an insurance license in Arkansas.

Jay Geaslen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Avantax. Geaslen is also affiliated with Legacy Capital Advisors LLC, collaborating in a team-based wealth management environment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial consulting services through a nationwide network of independent advisors, employing a multi-manager platform with a range of program options and oversight structures.

Angela Coloret is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following seven years with Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving 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 income sources and tax-aware withdrawal strategies.

Michael Pepe is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Anthony Falco is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fisher Investments. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Bethany Bedy is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2000 and Bank of America, N.A. since 2014. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Touchton is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and holds a vice president position on the board of the St. Tropez 1 condominium homeowners association in Clearwater, FL. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Mathew Meyer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill and the Archdiocese of Atlanta, along with several years in educational and community organizations. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and firm‑approved tools, serving clients through both direct and employer-sponsored financial planning arrangements.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. 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 research-driven investment solutions through a large network of financial advisors.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Dalton Grados is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual and other financial service firms. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. 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.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”

Emily Chandlee is a Financial Advisor with Merrill Lynch Wealth Management. She works with both retail and institutional clients, assisting business owners and corporate executives with implementing and maintaining their retirement benefit programs. For retail clients, she focuses on developing wealth management strategies and helping clients make informed financial decisions. Emily has been in the financial services industry since 2006 and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science in Business Administration from the University of Central Florida and a Master of Business Administration from the University of Florida. Outside of her professional work, Emily enjoys spending time with her two sons and attending live music events.

Farhad Khalilpour is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Arya, Uber, UPS, and Alteration Station. Outside of advising, he has worked as a 1099 contractor for Uber in a rideshare capacity. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to support client retirement goals.

Zachary Smith is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without individual security recommendations as part of standalone plans.

Nickolaus Dunegan is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at E*Trade Securities, Bank of America, Race Trac, Amazon, and GNC. Outside of advising, he is employed by Uber in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services.

Andrew Robinson is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity in 2021 and has held several positions including Relationship Manager, Investment Solutions Representative, and High Net Worth Service Associate. Prior to his time at Fidelity, Andrew worked at T. Rowe Price from 2017 to 2021 in roles such as Quality Resolution Specialist, Client Manager, and Financial Services Representative. In his current role, Andrew focuses on helping individuals create, implement, and maintain financial plans that align with their goals, risk tolerance, and time horizon. He emphasizes a client-centered approach that builds relationships based on a holistic understanding of each client's needs and aspirations, aiming to develop financial roadmaps that reflect their values. No information on Andrew's education, credentials, personal interests, or community involvement was provided.