Michael Van Diggelen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Curtis Catlin is a CFP® with 29 years of industry experience. He has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Securities Corporation. Curtis holds the Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a variety of asset-allocation tools, risk-tolerance questionnaires, and portfolio management options.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Richard Wright is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and having 20 years of industry experience. His tenure at Morgan Stanley began in 2016, including roles with Morgan Stanley Private Bank, N.A. He previously worked at Executive Transformations, Inc. from 2013 to 2016. Outside of his advisory work, Wright serves as a board member of the Warrington Elks Lodge BPOE 2108, a fraternal organization focused on children and youth. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and approved planning tools, serving clients through both direct and corporate financial planning agreements.

Michael Odero is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Joshua Chase is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and twelve years at State Farm Insurance. He holds the Series 66 designation and is based in Auburndale, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Timothy Sackett is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Advisors, Oppenheimer & Co. Inc, and Metropolitan Life Insurance Company. Outside of his advisory role, he has been involved in rideshare driving in Davenport, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Charles Secord is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2004 and has been associated with Nicholas J. Cameron, CPA since 2019. Outside of advising, he serves as interim vestryman and treasurer for St. Nicholas Church, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary accounts, and various program structures.

Dwayne Miller is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors since 2021 and Primerica Financial Services since 2020. Prior to his financial services career, he worked at Coldwell Banker and Walgreens. Primerica Advisors is a large institution serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Sing Po is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank, N.A. since 2023, following over a decade at J.P. Morgan Securities starting in 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Devin Crimzon is a financial advisor with J.P. Morgan Securities in Kissimmee, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank, N.A. since 2017, as well as prior employment at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Bockover is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and serves concurrently in the US Army Reserves as an Imagery Analyst. 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 offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Vincent Paolo is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he is the sole owner of a rental property business. 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 institutions.

Cassandra Adesina is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for nine years. In addition to her advisory role, she provides fixed annuities and traditional life insurance through The Next Level Planning Group. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.

Andrew Stroud is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Eady is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has a background that includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and prior experience in real estate and roofing industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling, centralized manager due diligence, and an ESG eligibility framework.

Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oriental Financial Services Corp for eight years before joining J.P. Morgan in 2019. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jesus Vega Cerda is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Publix Super Markets, Inc. for seven years and held positions at Keiser University and the University of Puerto Rico, Bayamon campus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.