Carey Stansbury is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Carey is also involved in selling life insurance through a separate business he owns. OSAIC Wealth serves a diverse client base, including retail, institutional, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager programs.

Michael Roberson is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, with four years at Edward Jones and two years of industry experience overall. His prior experience includes roles at Republic Finance and Soccer Master. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, supported by a large national network of financial advisors and branch offices.

Charles Houle is a financial advisor with Osaic and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 11 years at Signator Investors, Inc. and over seven years at Royal Alliance Associates, Inc. His current affiliation is based in Davenport, Florida. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, with options for discretionary management and third-party managers, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than 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.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.

Robert Dufresne Sr. is a Certified Financial Planner® with 26 years of industry experience. He has been serving clients at Planned Financial Security in Haines City, FL since 2007. The firm operates independently with a single advisor model.