Michael Odero is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 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 a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it maintains registered advisory roles for multiple investment companies and funds.

Timothy Sackett is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, Oppenheimer & Co., and Metropolitan Life Insurance Company. Outside the financial industry, he is involved in rideshare services in Davenport, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary research and third-party strategies across diverse account types.

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 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Cetera and its related entities since 2004 and has tax preparation experience through his affiliation with Nicholas J. Cameron, CPA. Additionally, he serves as interim vestryman and treasurer for St. Nicholas Church, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, including access to affiliated and third-party managers and a range of program structures and custodial relationships.

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.

Kristi Glover is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has held positions at J.P. Morgan Securities since 2023 and Jpmorgan Chase Bank since 2021. Prior to her financial services career, she worked in various roles including at Amazon.com, Inc. and Michael Kors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

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.

Caleb Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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 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.

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.

Marina Gill is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America since 2015. Gill also taught at the University of Maryland University College from 2015 to 2018. Merrill, along 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, pension plans, corporations, and charitable organizations.

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.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Orlando, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James in 2021, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for seven years. He is also CEO of DP Wealth Strategies and is involved in brokering and planning life insurance solutions through multiple affiliated insurance agencies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with a focus on risk profiling, modeling, and specialized programs including municipal advisory and SIMPLE IRA employer services.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a previous role at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios delivered to intermediary platforms.

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.