Catherine Kenney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with PFS Investments Inc. and Financial Freedom Fighters LLC since 2019 and was previously involved with Pensacola Christian College and The Wilds Christian Camp. Her other business activities include part-time sales and referrals for home-related products through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering advisory services primarily to retail investors.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing in Land O'Lakes, Florida. She holds a Series 63 designation and has 11 years of industry experience, including three years with Wells Fargo Advisors, LLC prior to her current role. 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 integrates research and analytics to support its investment approach.

Patrick Bungo is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Cetera. Outside of his advisory role, he is involved as an insurance agent with Compass Health Consultants, focusing on health, dental, and vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and proprietary programs to deliver personalized investment solutions.

Adam Meshey is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked at Truist Investment Services and Truist Bank, and his background includes roles outside finance, such as at Lucky Brand and More Homes LLC. 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 to individuals and institutional clients.

Michael Addessi is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 36 years of industry experience. He previously worked at Commonwealth Financial Network for 22 years and has been associated with HD Vest and Addessi Financial Partners since 1983. Outside of advisory work, he owns an automobile holding company, AFP Autos, LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

W. Tyler Mercier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., and he operates Mercier Financial Group, Inc., which has been active since 1991. He is also commissioned as a notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and a broad range of affiliated financial services.

Eric Brooks is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial and previously held roles at Miller Brooks, LLC and Keystone Wealth Group, where he serves as president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Inez Johnson is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Thrivent, she worked at J.P. Morgan Chase & Co for eleven years and has also been involved in educational activities as a substitute contractor for Pasco County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of her advisory role, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing custody services.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Parker is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he gained experience at Amazon and Crunch Fitness, as well as involvement with Kutztown University and Reece & Rossi Entertainment. He is also associated with Hershey Retirement Solutions, a DBA related to his LPL business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with extensive research and technology tools.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Kristi Crisman is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She has held prior roles within Wells Fargo Advisors, LLC. Outside of her advisory work, she co-owns and manages rental properties in St. Petersburg, Florida, with her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 63 and Series 66 designations. Brinkley has previously worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, Stephens Inc, and William R. Hough & Co. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with an emphasis on long-term strategies and fiduciary responsibility under ERISA and DOL guidance.

John Lomba is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns Professional Alliance Consultants, LLC, which assists start-up and small businesses in developing business plans and key performance indicators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Brent Golden is a financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2017 and holds a Series 65 designation. Prior to joining Fisher, he was affiliated with Baylor University. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.