Charisma Heath is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017. Prior to her advisory role, she worked at Kobe Japanese Steakhouse and was involved with the University of South Florida and Newsome High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Robert White is a financial advisor with Ameriprise in Brandon, FL, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has been with Ameriprise and its predecessor entities since 2013. White also occasionally uses his health insurance license to sell Medicare Advantage plans through a marketing organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, using research and algorithmic tools to guide asset allocation and withdrawal strategies.

Justin Slater is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at The Hartford from 2010 to 2016 and was associated with Providence Baptist Church from 2014 to 2016. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yalin Piloto is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 10 years of experience, currently practicing at Edward Jones in Brandon, FL since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and its affiliated services beyond traditional advisory offerings.

Daniel Coyle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of his advisory role, he is a member of Port Tampa Lodge 153 F&AM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bryon Holz is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with additional professional credentials including CLU, LUTCF, CASL, and LACP. Prior to joining OSAIC in 2023, Bryon spent 14 years at Sagepoint Financial, Inc. Outside of his advisory role, he works as a freelance music writer and photographer, reviewing and photographing local music concerts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

James Hough is a CFP® and ChFC® with 42 years of experience in the financial services industry. He currently works at Osaic and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he manages fixed insurance products and oversees marketing and supervision activities through his own firms. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios.

Alexander Russello is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grow Financial Services and Cuso Financial Services, L.P. Additionally, Russello has a background in education, having worked with Kumon Math and Reading for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Joseph Spooner is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016 following a tenure at Woodforest National Bank. He is president of Spooner Financial Group, LLC, which handles business operations and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Gustavo Delgado Alicea is a Series 63-licensed financial advisor with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside his advisory work, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple custody platforms and employs both proprietary and unaffiliated model strategies.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. 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, institutions, and charitable organizations, offering financial planning and consulting services with a range of investment strategies and municipal advisory capabilities.

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.

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.

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.

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.