Eddie Calderin is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Planning Consultant from 2021 to 2024. His experience also includes roles as an Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and as an Advisor at both Brokers International (2019-2020) and UBS (2017-2018). In his capacity as a Financial Consultant, Eddie assists clients in navigating financial complexities by helping to construct tailored financial plans and identifying strategies to enhance their financial situations. Outside of his professional work, Eddie's personal interests include fitness, food, movies, and music.

Paul Groeber is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he worked at Nationwide Securities and Nationwide Insurance from 2003 to 2019, and at Banc One Securities Corporation in 2002. He is also involved with Life Brokerage Financial Group, where he engages in fixed life sales. 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 financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Frederick Fifield VI is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to assist clients in developing and updating personalized financial strategies.

Karl Roelofs is a financial advisor with LPL Financial in Clearwater, FL, holding Series 66 and Series 65 designations and bringing 17 years of industry experience. He worked at Invest Financial Corporation from 2010 to 2018 before joining LPL Financial, where he has been since 2018. Outside of his advisor role, he is involved with Roelofs Financial Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisors and a range of advisory and non-advisory financial services.

Robert Coleman is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2018, and previously spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He serves as president and CEO of Signature Financial Solutions, LLC, a firm involved in sales and marketing activities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through multiple platforms and program options.

Rudolf Molnar is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, Molnar is involved in several business ventures including serving as CEO and managing director of Gulf2Bay Enterprises Inc. and engaging in aviation-related activities through other entities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver these services, alongside a broad range of advisory, brokerage, and insurance solutions.

Jeanine Alasmar is currently a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to her current role, she also served as Vice President of Client Development and Wealth Advisor at The Latus Group, Ltd. from 2019 to 2020. Throughout her career, Jeanine has focused on understanding her clients' goals, family situations, and investments to develop personalized financial plans. She emphasizes a client-first approach, utilizing the tools and resources available at Fidelity to tailor plans to each client's specific needs and wishes. Jeanine holds an insurance license in Arkansas.

Jay Geaslen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Avantax. Geaslen is also affiliated with Legacy Capital Advisors LLC, collaborating in a team-based wealth management environment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial consulting services through a nationwide network of independent advisors, employing a multi-manager platform with a range of program options and oversight structures.

Angela Coloret is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following seven years with Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Pepe is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Anthony Falco is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fisher Investments. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Bethany Bedy is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Touchton is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2013, following six years at Robert Baird & Co. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and is vice president of the St. Tropez 1 condominium homeowners association. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Mathew Meyer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill and the Archdiocese of Atlanta, along with several years in educational and community organizations. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and firm‑approved tools, serving clients through both direct and employer-sponsored financial planning arrangements.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. 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 research-driven investment solutions through a large network of financial advisors.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”