Lisa Marie Strohm

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Enzo Cespedes-Correa is an Assistant Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management in Tampa, FL. He is a Certified Private Wealth Advisor® professional with experience in financial services since 2017 across five major banks & investment firms. Academic background includes an MBA and Bachelor’s in Finance from Florida International University and a CPWA® from the Yale School of Management. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services.

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Joseph Signorella is a CFP® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with seven years of industry experience. Prior to joining AURE Investments, he worked at Fisher Investments for six years and has held positions at KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporate clients. The firm utilizes a combination of quantitative screening tools and qualitative analysis for portfolio construction, offering strategies across equities, fixed income, private equity, and collective funds.