Bendigo Agnew is a CFP®-certified financial advisor with 17 years of industry experience, currently serving clients at Charles Schwab since 2020. Prior to joining Schwab, he worked at USAA Investment Management Company and Merrill. Outside of his advisory role, he has experience managing rental properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services, combining non-discretionary client guidance with access to affiliated discretionary managed accounts and alternative investments.

James Moore is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Moore is a 10% partner in Roosters Restorations, a landscaping and lawn maintenance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s planning services cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option.

Roy Echols is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cuna Brokerage Services, Inc. and Suncoast Schools FCU / Members Trust Company. Echols is based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Daniel Gordon is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities LLC and a position with Gigi Fernandez Tennis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.

Robert Capuano is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Investment Planning, Inc., and Great American Life Insurance Company. Capuano is also the owner of Cap Equity LLC and Rob Capuano Financial Inc, which are separate business entities related to his advisory activities. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to diverse investment strategies and research.

Jolie Dresner is a Series 66-credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and Auxis, as well as experience outside the financial sector with companies such as Ruffalo Noel Levitz and Abercrombie & Fitch. J.P. Morgan Securities LLC 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 in its investment recommendations.

Joseph Jin is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2021 and previously spent six years at Sanford C. Bernstein & Co., LLC. Jin is based in Tampa, Florida and holds a Series 63 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions through a network of financial advisors.

Zachary Vandergrift is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Raymond James since 2019, following two years at Ameriprise Financial Services and one year at Uber. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisors.

Anthony Walsh is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Garrison Urette is the principal advisor at Garrison Asset Management, Inc., an independent firm based in Tampa, FL. He holds a Series 66 designation and has 24 years of industry experience, having led his firm since 2012. Outside of financial advising, he is a partner in the Tampa Palms Professional Center, a real estate development company focused on commercial property, where he oversees architecture, engineering, and customer relations. Garrison Asset Management serves clients with a personalized approach typical of a single-advisor independent firm.

Seema Jain is a Series 65-licensed advisor with six years of experience, currently serving at Axiom CPA in Tampa, FL. She has worked at Jaffe Tilchin Investment Partners and GENEOS Wealth Management, and is the founder and CEO of several business consulting and real estate ventures. Jain also owns and operates Axiom Business Consulting, LLC, a CPA firm providing tax and business planning services. Axiom CPA serves individuals, high-net-worth clients, and businesses by offering tax, accounting, and business-planning services while referring clients to unaffiliated investment adviser firms. The firm does not provide discretionary asset management but focuses on solicitor referrals combined with its core accounting and insurance services.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.

George Roe is a financial advisor with Ironwood Capital Management, LLC in Tampa, FL. He holds a Series 66 designation and has 24 years of industry experience. He has led Ironwood Capital Management, an independent firm, since 2013. Ironwood Capital Management provides personalized advisory services, focusing on delivering tailored investment solutions to individual clients.

Katie Sickle is a financial advisor at Sickle Hunter Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with the firm since 2015. Sickle Hunter Financial Advisors is a supported firm based in Tampa, FL, with a team of four advisors.

Anthony Geraci is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including ten years at TAG Investment Advisors, LLC, and over two decades as owner and president of Suncoast Tax Advisory Group, a tax advisory firm. Geraci also serves as managing general partner for G&E Private Capital, LLLP, and president of G&E Storage Inc., which operates storage facilities, as well as president of a condominium association. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, sponsors a wrap fee program, and coordinates insurance and other services as part of its holistic client approach.

James Baskey is a financial advisor at Sickle Hunter Financial Advisors in Tampa, FL, holding a Series 65 designation with nine years of industry experience. In addition to his role at Sickle Hunter, he serves as CEO of JTB Consulting Enterprise LLC and Vice President of Oak Avenue Tax Advisors, both non-investment related businesses. Sickle Hunter Financial Advisors is a supported firm with four advisors, providing advisory services to its clients.

Travis Sickle is a CFP® with 19 years of industry experience and serves as an advisor at Sickle Hunter Financial Advisors in Tampa, FL. He is also involved in tax preparation through Oak Avenue Tax Advisors and owns a social media company, Travis Sickle Media, LLC. Sickle Hunter Financial Advisors is a supported firm with four advisors providing financial services.

Justin Nahas is a financial advisor at Sickle Hunter Financial Advisors in Tampa, FL, holding a Series 65 designation. He has experience working in various industries including analytics and technology, with prior roles at Eastport Analytics and Connectwise. Nahas has a diverse work history across several companies and sectors but does not have prior advisory experience. Sickle Hunter Financial Advisors is a small firm with four advisors offering supported services.