Anthony Wiggan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional services for a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary planning and portfolio recommendations.

Roberta King is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. She is focused on hiring, training, and developing a team of financial professionals committed to a purpose of helping people. Roberta's career at Fidelity Investments spans nearly two decades, beginning as a Full Trader in 2005. She progressed through roles including Private Client Specialist, Branch Service Manager, and Assistant Branch Manager before assuming her current leadership role. Her extensive experience within the company encompasses various facets of financial services and branch management. Outside of her professional responsibilities, Roberta enjoys a range of personal interests such as board games, hiking, painting, tennis, traveling, and yoga.

Michael Alessi Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with LPL Financial since 2005 and also operates Summit Investment Advisors, Inc. dba Summit Financial. Additionally, he provides fixed insurance products to a limited number of clients annually. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and supported by proprietary and third-party research.

Carson Henry is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions in various fields including technology at Varonis and legislative work with a member of the House of Representatives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms. The firm utilizes a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

Carter Chesney is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at UBS Wealth Management and has experience in the watersports industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Timothy Moore is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including ICMA-RC Services, PNC Investments, Morgan Stanley, Allstate Financial Services, Edward Jones, and Capital Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across various product types, performance reporting, participant education, and plan benchmarking.

Elizabeth Andrews is a financial advisor with Morgan Stanley Wealth Management in Hunt Valley, MD, holding a Series 66 license and bringing 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2006. Outside of finance, Andrews has experience working in food service roles including banquet server and suite attendant positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs emphasizing tailored financial planning supported by proprietary tools and analytical models.

Mark Averell is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chad Eberly is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including SunTrust Advisory Services and City National Bank. He serves on the Board of Directors for the Churchville Soccer Club, a youth club soccer organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Troy Brewer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2022. Brewer is the owner and CEO of ClearPlan Wealth Management Inc., a support company he founded. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a distinctive focus on advisory and implementation-support roles.

Deeybid Juarez Campos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023 and has prior experience working at Sweetgreen, Inc. from 2015 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Jaderborg is a financial advisor with Cetera holding the ChFC® designation and Series 66 license, with 16 years of industry experience. He has worked at multiple firms including Elevation View Wealth Partners, LLC, Cetera Wealth Services, LLC, and Securian Financial Services, Inc. Outside of financial advising, he serves on the advisory board of Stop Alzheimers Now and is president of Booking Freedom AI, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Thomas Marney Jr. is a ChFC®-designated advisor with 45 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities Inc. for 27 years and has been involved with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he operates an insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Katherine De Hart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 22 years of industry experience. Prior to joining Raymond James, she worked at Janney Montgomery Scott for six years. Outside of her advisory role, she serves as an insurance agent affiliated with The Mettle Insurance Services agency. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients such as pension plans and state and municipal entities. The firm offers tailored, typically non-discretionary advisory services supported by extensive resources in public finance and institutional fiduciary solutions.

Olujimi Ijandipe is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Credit Agricole Corporate and Investment Bank and AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions.

Abigail Allen is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Citigroup Global Markets Inc and Kane Financial, as well as academic and extracurricular activities during her time at SUNY Brockport and Maynooth University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexander Rotman is a financial advisor at Morgan Stanley with 26 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market analysis.

Chinonye Omoruyi is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Bank of America, Merrill Lynch, and SunTrust Bank. Outside of her advisory role, she is a recording artist. Wells Fargo Advisors provides investment advisory services and financial planning to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and a broad product platform.

Michaela Gutmann is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Bank of America, including roles at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Dispaldo is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and in various roles outside finance including education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.