Joshua Wyatt is a financial advisor with LPL Financial in Lake Buena Vista, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes positions at Wells Fargo Clearing Services and Wells Fargo Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources and advanced technologies.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Burns Group advisory team. She began her career in financial advising in 2011 and works alongside her father, David Burns, and husband, Chris Brach. The Burns Group focuses on retirement planning strategies and provides retirement and portfolio analysis for their clients. Paige holds a Bachelor's Degree from the University of Georgia, where she was a member of the Division I NCAA National Championship gymnastics teams from 2006 to 2009. She has earned several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise includes cash flow projections, tax minimization strategies, retirement analysis, and portfolio reviews. Paige helps clients generate steady retirement income while working to achieve their financial goals, including education planning, family wealth management, legacy planning, and tax minimization. Outside of her professional work, Paige is involved in community service through the Florida English Bulldog Rescue. She also supports her alma mater and enjoys spending time with her husband, children, and their rescued English Bulldog.

Tyson Hughes is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch/Bank of America for 17 years. Outside of his advisory role, he is involved in renting farmland and homes in Conway, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Bryan Korman is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. prior to joining LPL Enterprise. He serves as a volunteer director for the Cornucopia Society, a nonprofit community services organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Preston Mulder is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds strategies.

Robert Gole is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes positions at Woodbury Financial Services and Capital One Advisors. He is also the managing partner of Capital Harvest Real Estate Investment, LLC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios across various asset classes.

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.

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.

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.

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 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.

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 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.

Mitchell Scher is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously with Lincoln Financial Advisors. In addition to advisory work, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies tailored to client objectives.

Dustin Roedding is a CFP® certificant with 12 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he has worked since 2016 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide recommendations within its Institutional Consulting Services program.