Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Marsh is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, and has 12 years of industry experience. He has been with Morgan Stanley since 2019 and previously worked with USAA Investment Management Company and USAA Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.

Sloane Fox is a CFP® with 28 years of industry experience currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at Bank of America and Merrill, with tenures spanning over 15 and 17 years respectively. Fox is also the owner of an independent financial planning business, Sloane Financial Planning, operating as a DBA through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers various advisory programs, with unique municipal advisory affiliations and specialized employer consulting services.

Joseph Parker is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Amazon and Crunch Fitness. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and various investment management solutions.

Kristi Crisman is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She has held prior roles within Wells Fargo Advisors, LLC. Outside of her advisory work, she co-owns and manages rental properties in St. Petersburg, Florida, with her spouse. 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 a range of brokerage and advisory solutions.

John Lomba is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns Professional Alliance Consultants, LLC, which assists start-up and small businesses in developing business plans and key performance indicators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals 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 investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Robert Nicoletti is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Ronald Oldano is a CFP®-designated financial advisor with Ameriprise in Tampa, FL, with 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Wesley Chapel Fund, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

Richard Eusebe is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Raymond James & Associates, Fidelity Investments, Bank of America, Morgan Stanley, and T. Rowe Price. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led solutions, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Ryan Luzod is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Evan Muys is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Synergy Volleyball, as well as positions in academic institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Paul White is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with Vanguard entities since 2011 and holds a remote adjunct faculty position at Eastern University, where he provides writing feedback and supports projects. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and a client base focused on individual and plan participants.

Ashley Barthelette is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of portfolios and models.

Christopher Baker is a financial advisor with Edward Jones in Wesley Chapel, Florida. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Saybrus Equity Services, Saybrus Partners, Mercap Securities, and Ash Brokerage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Richard Graff is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 65 designations and over 41 years of industry experience. Prior to joining Edward Jones in 2026, he was self-employed and affiliated with Stifel Independent Advisors, LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than 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, and operates under a fiduciary standard.