Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. He holds Series 63, Series 65, and Series 66 registrations. Biondo Investment Advisors provides investment supervisory services and financial planning to both individual and institutional clients, including high-net-worth individuals. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple levels of financial planning tailored to client assets and needs.

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with nine years of industry experience. She holds the Series 65 and Series 63 designations and has been with Biondo Investment Advisors and its affiliated entity, Biondo Asset Management, since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection across capitalizations using fundamental and technical analysis, managing portfolios primarily on a discretionary basis through a variety of equity and ETF strategies.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

Luke Barbalich is a financial advisor with Biondo Investment Advisors LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Biondo Investment Advisors in 2021, he spent over two decades at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental stock analysis with technical methods and includes management of proprietary funds and government accounts.

Karl Wagner is a financial advisor at Biondo Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant and is involved in coordinating construction for a new office building. Biondo Investment Advisors LLC offers portfolio management and financial planning services to individual, high-net-worth, and institutional clients. The firm employs fundamental and technical analysis across market capitalizations and manages multi-strategy portfolios, including proprietary fund management and specialized services for government and investment company clients.

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

Juan Lewis is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is the founder and owner of JJL Financial, an insurance-related business, and serves as a FINRA arbitrator. Lewis has worked at several firms including MML Investors Services, Cambridge Investment Research Advisors, and Equitable Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, emphasizing non-high-net-worth individuals rather than corporate or charitable clients.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Michael Kruger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Equitable Advisors LLC and Selective Insurance. Outside of advisory services, he is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Weiss is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he worked for the Watchtower Bible and Tract Society of New York for nine years and operated B&G Property Maintenance LLC for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates, with a scale and model that emphasizes service within plan lineups selected by plan sponsors.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Scott Fonner is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work experience includes roles at Empower Financial Services, Charles Schwab & Co., Guild Mortgage, and USAA FSB. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates planning and managed account solutions within its proprietary recordkeeping and administrative platforms.

Bonnie Addison is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Key Investment Services since 2007. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

George Siracuse is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, which focuses on fixed insurance sales, and acts as an advisory board member for SliceSpace, providing strategic guidance and business introductions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary strategies supported by a combination of fundamental, technical, bottom-up, and top-down analysis.

George Leppert III is a financial advisor with Commonwealth Financial Network holding a Series 65 credential. He has experience running The Leppert CPA Group since 2025 and managing Leppert Holdings LLC since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products.

Michael La Rosa Jr. is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has one year of industry experience and prior work history including LPL Financial and Citibank. Outside of advising, he serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for Mania Club Champions of Hope, a nonprofit supporting cancer and mental health causes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various investment programs including wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed model selection and ongoing monitoring, working within the KeyCorp group and offering access to third-party discretionary managers.

Mitchell Harris is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. In addition to his advisory role, Harris is a musician and serves as a board subcommittee member and mentor coordinator for a local business networking group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Doran is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. and Infinity Wealth Management, LLC, where he remains active. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Joseph Kopec is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Kopec also has experience in non-variable insurance, dedicating part of his time to this area alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Timothy Smith is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 43 years of industry experience. He has worked at LPL Financial since 2008 and operates his own tax preparation and accounting businesses, including T & K Tax Service LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ulana Emerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds a Series 66 license and is based in Port Jervis, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

George Legakis is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of experience. He has held positions at multiple related firms including Summit Financial Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he owns and manages a real estate holding and leasing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and retirement services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.

Jay Kimball is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Kimball manages an auto racing team, overseeing its administration and maintenance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Scott Onofry is a financial advisor with LPL Financial and holds the CFP® and Series 63 designations. He has 22 years of industry experience, including prior roles at Cadaret Grant & Co., Inc. and the operation of his own Onofry Financial Services. Outside of his advisory work, he is involved in non-variable insurance services through Onofry Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Smith III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies, serving a broad client base with both brokerage and advisory solutions.

Alexander Camacho is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMorgan Chase and JPMorgan Securities. Outside of his advisory role, he mentors students pursuing their Project Management Professional (PMP) designation through Get it Done Consulting, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Crystal Springs. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Terry Lydecker is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at KeyBank, Resorts World Casino, and Alliance Risk Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

John Fisher is a CFP® with 19 years of industry experience, currently advising at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services for ten years and has operated his own CPA practice since 1986. Fisher also serves as president of his accounting firm and manages tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL, she worked at Cadaret Grant & Co., Inc. and has been involved with Infinity Wealth Management since 2021. Outside of her advisory role, Aslanian has been a clarinet instructor for over a decade and is active as a performing musician with various local schools and institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Jeffrey Gerson is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as Citigroup Global Markets since 1993. Outside of his advisory role, he is involved in songwriting as a proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model outcomes.

Joanne Secky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she is an author of at least two books and is involved as a home caregiver compensated through Medicaid. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to various model portfolios, research resources, and technologies.

Paiwei Lee is a financial advisor at Cetera with 28 years of industry experience and holds Series 63 and Series 66 designations. He has been with Cetera and its affiliated entities since 2013. Outside of advising, Lee works as a flight attendant for United Airlines. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform, providing advisors flexible investment options across discretionary and non-discretionary programs.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

George Stefanou is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is an author of a book exploring differing perspectives, strategies, and attitudes toward money. Additionally, he holds a board member and treasurer position for the SoDo District in Orlando, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.