Shane Miller is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Marriott International, Walt Disney Company, and Geico before joining Raymond James. He has a Series 66 designation. Miller has an ownership interest in a family real estate partnership but holds no active role or control in that business. 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 investors, and charitable organizations, offering financial planning and advisory services that emphasize tailored plans and a variety of portfolio management strategies.

Joshua Bennett is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory career, he was employed at Publix Super Markets Inc. for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jasmine Butler is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Tampa, FL, bringing 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of financial advisors and branches.

Peter Blake is a financial advisor with Edward Jones in Brandon, FL, holding a Series 66 designation and eight years of industry experience. He has held various roles since 2007, including positions at Primerica and First Watch Restaurants. Outside of his advisory work, Blake is actively involved in lacrosse coaching at multiple levels, serving as a head coach for high school and club teams and directing boys lacrosse programs in the Hillsborough County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a diverse range of investment strategies and affiliated capabilities, operating under a fiduciary standard when providing advisory services.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, primarily 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Donald Oleson Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across various planning areas. The firm offers these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laine Wilson is a financial advisor with Merrill in Apollo Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. Outside of advising, Wilson works as a consultant and independent contractor selling crafts on Etsy. 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 individuals, high-net-worth clients, and various institutions.

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

Jeffrey Jones is a financial advisor with LPL Enterprise holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Cornerstone Premier Management Inc, and Waddell & Reed. In addition to his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member of Tampa Bay Neighborhood Housing Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust custody, insurance, and lending services.

Michael Vonberg is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His prior roles include positions at ISE Wealth Strategies, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is associated with Pragmatic Press, a book publishing venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and four years of industry experience. In addition to her advisory roles at LPL Financial and Heath Wealth Management LLC, she is a board member of Shaughnessy Law PLLC, a law firm she has been affiliated with for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, and institutions. The firm offers a broad range of advisory platforms and utilizes technology tools to support advisors in delivering customized strategies.

Robert Sklaver is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes multiple roles at Charles Schwab and Fisher Investments. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic allocation and periodic reviews.

Jeffrey Cerven is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously operated Classie Growers LLC for eleven years. 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 provides a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Agata Springstead is a CFP® and Series 66 registered financial advisor with Edward Jones, bringing eight years of industry experience. She previously worked at JP Morgan Chase for twelve years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sanja Anderson is a financial advisor at Edward Jones in Tampa, FL, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Allison is a CFP® professional with 28 years of industry experience. He is currently with OSAIC and has previously worked at firms including Woodbury Financial Services and USAA Financial Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.