Thomas Topper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years and has been associated with Prudential Insurance Company of America since 1986. Outside of his advising role, he volunteers with the Williamsville Preservation Foundation, a nonprofit focused on community improvements. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management services supported by an integrated platform combining advisory programs with other financial product sales.

Tyler Keel is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Wealth Planner. Tyler focuses on a client-centered approach that emphasizes trust, transparency, and personalized financial strategies. Throughout his career, Tyler works closely with clients to understand their unique goals and challenges, ensuring that each financial plan aligns with their values and long-term vision. He fosters strong relationships and maintains open communication to guide clients thoughtfully through their wealth management journey. Tyler's personal interests include boating, family activities, fishing, fitness, and football.

William Campbell Jr. is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and Seacoast Bank, having previously worked at Infinex Investments, Inc. and Citizens First Bank. Campbell is based in The Villages, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

George Levi is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and operates an e-commerce business selling cigars, humidors, and related accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

S Hawkins is a financial advisor with LPL Enterprise holding a Series 65 credential and 42 years of industry experience. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a volunteer treasurer for Grand Island Baptist Church. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, model portfolio management, and brokerage services through an integrated platform that combines advisory programs with financial product sales.

Harrison Graham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Kestra Advisory Services, Commonwealth Financial Network, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

William Spiegel Jr. is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1996. Outside of his advisory role, he serves on the board of the Wekiva Center Association in Apopka, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Bessoni is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Cetera, and Regions Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory models, multi-asset portfolio strategies, and a centralized operational structure supporting a large client base.

Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. 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 offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Allison Norcutt is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at LPL Financial since 2018 and has been associated with SII Investments since 2015. 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, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Ana Fonseca is a Series 66 licensed financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She has worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 17 years and has held various roles within Raymond James since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Ricardo Serra is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 65 license, with 33 years of industry experience. His prior work includes over two decades at Signator Investors, Inc., followed by five years at Royal Alliance Associates, Inc. He is involved in conducting securities investment advisory and insurance business under the name Signature Financial Solutions. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and access to multiple third-party managers and investment platforms.

Michael Monteith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee and holds power of attorney roles in investment-related trusts in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Adrian Espinal is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. 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.

Larry Tyree is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1976, also working at Bank of America since 2009. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Alexus Laboo is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Osaic Wealth, Inc. and has prior experience at Securities America Advisors and International Paper. Laboo is also the owner of A. Rae Company, Inc., where she handles financial administrative tasks including proposal preparation and client relations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ralph Winn is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera and its affiliated firms from 2013 to 2026. Outside of his advisory work, he owns a winery in France and operates an e-commerce business selling various products. LPL Financial serves 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 retirement plan consulting and brokerage services, with investment management supported by both in-house and third-party research.

William Bergin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating a DBA, Schneider Financial LLC, and involvement in non-variable insurance. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Louis Satmaria is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Universal Orlando for four years and Avis Budget Group for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.