Samuel Uribe Palacios is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background in education, having held teaching positions at multiple schools and currently working at the University of North Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies.

Lance Sublett is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at L SOLES and American Express Company. Outside of his advisory role, he owns a sneaker reselling marketplace as a hobby. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 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 delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Cheryl Maddox is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research and has experience in behavioral health and eldercare counseling services. Outside of financial advising, Maddox serves as a service director and pastor at Forward Church in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Kimberly Heffernan is a financial advisor with LPL Financial in Lakewood Ranch, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at JP Morgan Securities LLC for nine years and was involved with Roll Tide Properties, LLC. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2017 and is also self-employed. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dean Lowden is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative I and II, and Investment Management Consultant before assuming his current position in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Advisors from 2018 to 2021. In his role, Dean partners with clients to understand their goals and develop customized financial plans tailored to their unique needs. He emphasizes building strong relationships and maintaining trust, reliability, and competency in his work. Outside of his professional career, Dean has personal interests in art, baseball, cooking and baking, family activities, theater, and traveling.

Cynthia Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. since 2018 and prior experience with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Karen Sites is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Cerven is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously operated Classie Growers LLC for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Hollifield is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual in 2016. Hollifield is also an independent insurance agent specializing in disability, life, accident, health insurance, and fixed annuities. 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 offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to clients’ goals.

Michael Piccione is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for seven years. 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 financial planning and advisory services alongside brokerage, featuring both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Joel Sims is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Truist Investment Services, Truist Advisory Services, and Truist Bank. Sims is based in Bradenton, Florida. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio strategies and custody platforms.

Michael Vann is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing franchise businesses in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from various sources.

Scott Allison is a financial advisor at OSAIC with 28 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Advisors, USAA Investment Services Company, and Woodbury Financial Services Inc. Outside of advisory work, he is an authorized person of William Brewster Holdings, LLC, a rental property venture. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing multiple platforms and tools for portfolio construction, including third-party managed account solutions.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Andrew Mantack is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, Mantack co-owns two businesses with his spouse, SYNCENTRICITY LLC and Trinity Care Management Solutions, LLC, overseeing finances for the latter. 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 IPS-driven process is based on modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Brittany Stewart is a financial advisor at Edward Jones in Bradenton, FL, with 13 years of industry experience. She holds the CFP® designation and the Series 66 license and has been with Edward Jones since 2012. 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 under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.