John Wright is a Series 66-registered advisor with Truist Advisory Services in Tampa, FL. He has one year of experience as a financial advisor, previously working at Truist Bank for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, utilizing a combination of discretionary and non-discretionary approaches with integrated inter-affiliate services.

Jack Halvorsen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he operated under Wealth Bridge Financial Group, a DBA for LPL, for one year. His background includes work outside finance, such as positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party management, and customized strategies.

Vincent Graziano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 1998 to 2012 before joining Wells Fargo in 2016. 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 analytics.

Felipe Francois is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo in various capacities since 2014. 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 both brokerage and advisory solutions.

Christopher Stino is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Planning Services and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Joshua Green is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2017 and previously at BB&T Investment Services from 2014 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

James Kossoff is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Alexander Perez is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Ann Regina is a financial advisor with Ameriprise in Lutz, FL, holding Series 65 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Samantha Pairitz Robinson is a financial advisor with J.P. Morgan Securities in Port Richey, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked exclusively within various entities of J.P. Morgan since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes ESG considerations within its investment recommendations.

Alejandro Gonzalez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Cetera Investment. He is currently based in Wesley Chapel, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Shavona Floyd is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation and First Command Financial Planning. Floyd is also a published author and owns businesses that offer consulting services, tax preparation, and insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, complex affiliate network, and recent consolidation.

Niko Sacoolas is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and eight years of industry experience. His professional background includes roles at Apple Inc and Tesla, in addition to his ongoing tenure at Primerica Financial Services since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Alan Mevorah is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advising, he is an independent insurance agent selling life, annuity, long-term care, disability, and medical insurance products. 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 various operational and research tools.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. 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 financial planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joel Morales is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Financial for eight years before joining OSAIC in 2022. Outside of his advisory role, he is involved with Platinum Financial Group as an insurance broker and investment advisor representative. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

William Gardner is a financial advisor with LPL Financial based in Spring Hill, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2024, he worked at firms including Securities America and KMS Financial Services. He is involved in tax preparation and accounting through Advisors Tax Prep LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Traci Kelly is a financial advisor at Osaic Wealth with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services, The O.N. Equity Sales Company, and Purshe Kaplan Sterling Investments. She also operates a sole proprietorship under the DBA Ginger Green Financial, conducting financial advisory and insurance services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a comprehensive range of brokerage and advisory services, utilizing a model-based asset allocation approach supported by advanced portfolio optimization tools.