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 27 years of industry experience. He has worked at Cetera since 2004 and has been associated with Thaney & Associates, PA for the same duration. Outside of his advisory role, he is an interim vestryman and treasurer for St. Nicholas Church, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Diana Castaneda Cortes is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Joseph Sing Po is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Merrill and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Devin Crimzon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021, JPMorgan Chase Bank since 2017, and prior experience at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria in its recommendations.

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.

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 has worked at firms including Oriental Financial Services Corp and Wells Fargo Clearing. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Mitchell Scher is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has previously worked at Lincoln Financial Advisors and MSI Financial Services. Outside of his advisory role, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Dustin Roedding is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Orlando, FL. He has been with J.P. Morgan Securities since 2016 and with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, offering non-discretionary advice that includes asset allocation, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research conducted by a centralized manager solutions team and incorporates a forward-looking investment approach with consideration of ESG factors.

Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.

Grace Pattison is a financial advisor with Cetera, holding a Series 65 credential and over 31 years of industry experience. She has been with Cetera Investment Advisers, LLC since 2017 and has concurrently maintained accounting and tax service businesses, including serving as president of All Accounting Services & Taxes Inc and G Pattison CPA. Additionally, she is president of Decorative Painters of Central Florida Inc, an art class organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, utilizing both affiliated and third-party managers.

Owen Ingram is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at the PGA Tour Super Store and several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Brad Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2012 and previously at Ameriprise from 2005 to 2012. Schneider also operated Good Life Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Sherri Stansbury is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Osaic since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party manager selections.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he operated a business called One Hobby Shop, LLC for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joel Speakman is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending options.

Lawrence Widener is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, Widener is involved in livestock production and serves as a board member of the Kiwanis club in Davenport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.