Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of investment strategies and municipal advisory capabilities.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Bendigo Agnew is a CFP®-certified financial advisor with 17 years of industry experience, currently serving clients at Charles Schwab since 2020. Prior to joining Schwab, he worked at USAA Investment Management Company and Merrill. Outside of his advisory role, he has experience managing rental properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services, combining non-discretionary client guidance with access to affiliated discretionary managed accounts and alternative investments.

John Valencia is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has experience in mortgage and logistics firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Anthony Walsh is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.

Anthony Geraci is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including ten years at TAG Investment Advisors, LLC, and over two decades as owner and president of Suncoast Tax Advisory Group, a tax advisory firm. Geraci also serves as managing general partner for G&E Private Capital, LLLP, and president of G&E Storage Inc., which operates storage facilities, as well as president of a condominium association. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, sponsors a wrap fee program, and coordinates insurance and other services as part of its holistic client approach.