Andrew Purdy is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and UKG. Before entering the financial industry, he spent over a decade at Texas Roadhouse. 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

David Mobley is a financial advisor with Primerica Advisors in Davie, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior work includes roles at Primerica Financial Services since 2003, Publix Supermarkets, and self-employment. Outside of advising, he serves as president of Tandi Enterprises, Inc., the legal entity for his Primerica business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management and trading implementation.

Kimberly Renfroe is a CFP® professional with 42 years of industry experience. She currently serves at OSAIC and previously worked at Investacorp, Inc. for over 30 years as well as Securities America Advisors. Renfroe is also president of Tampa Bay Wallstreet, Inc., a securities-related business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple investment platforms and account management options.

Robert Robertson is a CFP® with 40 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, he is the founder and a volunteer of Christian Fellowship at Sea and prepares tax returns through his ownership of The Financial Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Brent Bocian is a financial advisor at Cetera with a Series 65 license and one year of industry experience. He has prior experience with Avantax Advisory Services and is involved with Quick Guide Tax LLC, a business he founded that provides tax preparation, tax debt relief, business formation support, bookkeeping services, and general tax advising. Brent is also an author of multiple books, including a guide for American Sign Language interpreters on self-employment and a children’s book. Cetera is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, supporting advisors with both affiliated and third-party investment strategies, and manages assets across various program structures and custodial relationships.

Nancy Meade is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Gary Sax is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked with Securities America Advisors, Inc. and Investacorp Advisory Services. He is also president of SAX FINANCIAL, Inc., an insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jamie Chamness is a financial advisor with Ameriprise in Land O Lakes, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Timothy Lloyd is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Cetera, Regions Bank, and SunTrust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its formal advisory role to multiple registered investment companies.

Amit Shah is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley and Atlas Private Wealth Advisors, as well as operating Shah Wealth Management. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 advisors.

Rey McCabe is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, Inc. Outside of his advisory work, he is involved in property management, handling maintenance and rent collection for real estate holdings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other 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 centralized custody and order-routing services.

Jim Ford is a financial advisor at Edward Jones in Wesley Chapel, FL, holding a Series 66 designation with two years of industry experience. He previously worked at Ritchey Automotive, Benjamin F. Edwards & Company, Wells Fargo Advisors, and Regions Bank. 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 provides a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Chad Cooper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. Prior to joining Cambridge in 2017, he worked for Prudential Insurance Company of America and Pruco Securities Corporation from 2003 to 2017. He serves as a board member for the Central Florida Urban League and the Wesley Chapel Black Chamber of Commerce, and holds leadership roles within the National Association of Insurance and Financial Advisors (NAIFA) Florida chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Julio Saldana Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Transamerica Financial Advisors and World Financial Group, along with service in law enforcement at the Tampa Police Department and New York City Police Department. He also serves in the US Army Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm provides financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad range of clients with strategic and tactical investment options.

David Lynne is a financial advisor with Equitable Advisors in Land O Lakes, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2013. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Ryan Neal is a financial advisor with Edward Jones in Wesley Chapel, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Berkadia Commercial Mortgage, Crowder & Scoggins Ltd., and various educational institutions. Neal also works as a personal trainer at LA Fitness. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Calvin Sutton is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His career includes roles at UBS Financial Services and Merrill, as well as a four-year period in the premium cigar industry with Rocky Patel Premium Cigars. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves various clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Stacy Obney is a financial advisor at Osaic with 18 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley and T. Rowe Price Investment Services. Outside of her advisory role, she manages a rental property. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple platforms to deliver customized portfolio management.

Jacqueline Bennett is a financial advisor with Osaic Wealth, Inc. based in San Antonio, Florida, holding Series 63 and Series 65 designations and 41 years of industry experience. Her prior work includes roles at New Century Financial Group and DMG Financial LLC, and she has operated the Jackie Bennett Financial Group since 1984. Outside of her advisory work, she serves as Vice President of the BNI Signature Elite Chapter, managing its Membership Committee. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and risk-assessment methodologies to construct investment portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Nickeel Kanji is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Merrill and Phelps Dunbar LLP and has a background that includes roles at the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of funds and model portfolios.