James Ritchie is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Hartford Funds Management Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Giovanny Vazquez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience in the restaurant and hospitality industry, including roles at Green Lemon/Ciccios Restaurant Group and Olive Garden/Darden. Vazquez also worked in education at the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach supported by investment research and algorithmic tools.

Thomas Trela is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 credential and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors, MML Investors Services, and MassMutual, among other firms. Trela also instructs government employees on financial planning and government benefits through remote presentations. 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, retirement consulting, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Nicholas Stylos is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. Stylos is also involved as a financial planner with ClearView Wealth Management, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Christopher Dolt is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Dolt is involved with the Military Officers Association of America, supporting military-related issues. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning backed by extensive asset management and firm-approved planning tools.

Teleshia Jones is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Primerica Advisors since 2022 and previously spent 15 years with Orange County Public Schools. Outside of her advisory role, she is co-owner and director of Dynamic Supports and Service, a personal care support service for individuals with developmental or intellectual disabilities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using a tiered wrap fee structure.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

O'savion Buckner is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 credentials with one year of industry experience. His prior work includes roles at Tampa Metropolitan YMCA and Trinity College of Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Stephen Brooks is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he operates Perseverando LLC and works as a boat charter captain. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Alec Bales is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Fidelity Investments and The Vanguard Group. Before entering the financial industry, he held various positions in the restaurant and service sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, utilizing firm-approved tools and models to assist clients in planning without providing individual security recommendations.

Hunter Danforth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at the University of Lynchburg, Coastal Angler Magazine, Norwalk Community College, and the Country Club of New Canaan. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Zurek is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Raymond James in 2018, he worked for UBS Financial Services from 2009 to 2018. He serves on the advisory board for the University of South Florida, participating as one of several finance professionals who advise on stock investments for the USF Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Natasha Plumlee is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a large network of over 10,000 advisors and approximately 800,000 clients.

Vincent Lukasik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley for five years before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alek Goltzman is a Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients articulate their goals and develop personalized wealth plans. He works extensively with entrepreneurs and individuals with established wealth, providing guidance on areas including college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Born and raised in Melbourne, Florida, Alek earned his Bachelor's degree in Finance from Florida State University. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His approach to advising centers on serving others and mentoring clients to find clarity in their financial decisions. Outside his professional role, Alek is actively involved in his community through coaching high school wrestling at Berkeley Preparatory School and participating with the First Tee of Tampa Bay program. His personal interests include coaching high school wrestling, managing a men's league softball team, fishing, golfing, and following football, particularly as a Miami Dolphins fan.

Paul Maes is a financial advisor with Ameriprise Financial, holding a Series 66 credential and beginning his advisory career in 2023. His prior experience includes roles at TopShelf and The University of Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security planning.

Eddie Calderin is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Planning Consultant from 2021 to 2024. His experience also includes roles as an Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and as an Advisor at both Brokers International (2019-2020) and UBS (2017-2018). In his capacity as a Financial Consultant, Eddie assists clients in navigating financial complexities by helping to construct tailored financial plans and identifying strategies to enhance their financial situations. Outside of his professional work, Eddie's personal interests include fitness, food, movies, and music.

Derek Clement is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with various J.P. Morgan entities since 2015. 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

James Gothers is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., COVR Financial Technologies, and The Leaders Group, Inc. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Steven Polk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Polk has been with Wells Fargo since 2015, previously working at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a freelance trombone player. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer brokerage and advisory solutions across a broad client base.