Laine Wilson is a financial advisor with Merrill in Apollo Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. Outside of advising, Wilson works as a consultant and independent contractor selling crafts on Etsy. 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 investment strategies for individuals, high-net-worth clients, and various institutions.

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

Jeffrey Jones is a financial advisor at LPL Enterprise with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member for Tampa Bay Neighborhood Housing Services, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios and third-party asset management, along with brokerage and insurance products via its integrated platform.

Dean Lowden is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative I and II, and Investment Management Consultant before assuming his current position in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Advisors from 2018 to 2021. In his role, Dean partners with clients to understand their goals and develop customized financial plans tailored to their unique needs. He emphasizes building strong relationships and maintaining trust, reliability, and competency in his work. Outside of his professional career, Dean has personal interests in art, baseball, cooking and baking, family activities, theater, and traveling.

Robert Sklaver is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at Charles Schwab and Fisher Investments, spanning from 2015 to the present. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Jeffrey Cerven is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously operated Classie Growers LLC for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Hollifield is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual in 2016. Hollifield is also an independent insurance agent specializing in disability, life, accident, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to clients’ goals.

Michael Piccione is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has held previous roles at Ameriprise Financial Services, OSAIC Services, IC Advisory Services, Woodbury Financial Services, Invest Financial Corporation, and SPC. Outside of his advisory duties, he is the sole owner of USA Investment Portfolios, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors, and provides both discretionary and non-discretionary portfolio management.

Agata Springstead is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at JP Morgan Chase for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and services supported by a nationwide network of over 23,700 advisors.

Michael Vann is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing franchise businesses in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from various sources.

Scott Allison is a financial advisor at OSAIC with 28 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Advisors, USAA Investment Services Company, and Woodbury Financial Services Inc. Outside of advisory work, he is an authorized person of William Brewster Holdings, LLC, a rental property venture. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing multiple platforms and tools for portfolio construction, including third-party managed account solutions.

Pamela Klug is a Series 66-licensed financial advisor at Ameriprise with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she is involved in fiduciary activities and serves as an executor. Ameriprise offers specialized retirement-income planning services aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.

Howard Lakeman is a financial advisor with Merrill, holding a Series 66 designation and bringing eight years of industry experience. He has worked at both Merrill and Bank of America since 2016. 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Dobler is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2026, he spent 21 years with Stifel Independent Advisors, LLC. Dobler is also owner of Dobler Asset Management LLC, a financial services business he co-owns with his wife. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Kevin Warner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2023. Outside of his advisory role, Warner serves as supply clergy for the Dioceses of Southwest Florida and is a board member of La Cruz School, a bilingual pre-school forming as a 501(c)(3) organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning with written recommendations across various areas, including retirement and estate planning, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.