George Compton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include work with Angel & Associates, Coastal Tax Advisory Group, and Waddell & Reed. He has involvement with Coastal Tax Advisory Group, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Tindle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously spent seven years at Charles Schwab. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and a range of advisory programs with a non-discretionary approach to investment implementation.

Frankie Irizarry is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Cetera and GTE Federal Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Hobbs is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates and its affiliated entities since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Amanda Gima is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 10 years of industry experience. She has previously worked with First Command Insurance Services and First Hawaiian Bank among other roles. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through multiple advisory programs.

Julia Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She also teaches preschool dance classes part-time at the YMCA Dance Academy. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and in-house research.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

April Anne Orsi is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and FSC Securities Corporation. Outside of finance, she owns a business that buys and sells vintage items online. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering a wide range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Brooks Wallington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at PSI Advisors LLC, Princor Financial Services Corporation, Principal Life Insurance Company, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Kathlyn Diebel is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Fidelity Investments, having previously worked at Ameriprise Financial Services, Inc. for six years. Kathlyn is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Nagel is a financial advisor at Raymond James & Associates with nine years at the firm and a total of five years in the industry. He holds the Series 66 designation and previously worked at LSP Planning and Kelly Services USA LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning, advisory, and institutional consulting services with a focus on tailored, non-discretionary investment advice.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Yolande Circosta is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2018, following five years at Jhfn Sii. She also serves as Director of Compliance & Supervision for Signature Financial Group, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. 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, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

Michael Lewis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Securities LLC since 2013. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Matthew Tatham is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Kuruzovich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alejandro Bueno is a financial advisor with Ameriprise Financial Services in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Harwood Advisory Group, Northwestern Mutual, and Raymond James. Outside of advisory work, he manages Bueno Management Group, LLC, which supports his advisory business operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement planning advice focused on income and tax-aware withdrawal strategies.