John Legner Sr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he owns Legner Financial Group, where he prepares income tax returns seasonally. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with various customizable strategies and maintains a complex affiliate network and multiple custodial arrangements.

Brian Karahalios is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Florida Premier FC, PNC Investments, and BBVA Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning, investment consulting, and municipal advisory services through a broad national adviser network.

Chad Cooper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities Corporation for 14 years. Cooper serves on the boards of the Central Florida Urban League and the Wesley Chapel Black Chamber of Commerce, and he holds leadership roles with NAIFA Florida. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and a range of platform options.

Matthew Tihanovich is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with several firms including Fidelity, Citizens Securities, Chase Investment Services, Huntington Investment Company, and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Sami Sahab is a financial advisor with Edward Jones in Lutz, FL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Co, and has extensive experience from an 18-year tenure at HD Robuck Jr. PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Steve Silver is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley, Charles Schwab, Wells Fargo, and multiple tenures at Fidelity. Fidelity’s Strategic Advisers LLC, where Silver works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

William Heyser is a financial advisor with Raymond James & Associates possessing 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James since 2013. Heyser served as a committee member for the Leukemia and Lymphoma Society of the Suncoast from 2013 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

Giovanni Ramirez Congiusto is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services and Suncoast Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing multiple portfolio strategies and advisor support tools.

Brian Fuchs is a financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Charles Schwab, Facet Wealth, Fisher Investments, J.P. Morgan Securities, PNC Investments, and Wells Fargo Advisors. Outside of finance, he is the sole owner and managing member of Hammerhead Brands LLC, a content creation business associated with a former gaming YouTube channel and occasional personal video projects. 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. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jennifer Miller is a financial advisor with Ameriprise in Odessa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory role, she serves on the Board of Directors for Genesis, acts as a member engagement specialist for a professional networking group, and coaches a nonprofit softball team. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shannon Sipes is a CFP® professional with 19 years of experience, currently serving as a financial advisor at Ameriprise since 2020, following 13 years at Ameriprise Financial Services, Inc. She holds a Series 66 license and is based in Hudson, FL. Outside of her advisory role, she is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing proprietary research and algorithmic tools within a defined investment framework.

Scott Pugan is a CFP® with 39 years of experience in the financial services industry. He is currently with Raymond James & Associates and has held prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career includes over seven years at Wells Fargo Clearing and five years at A. G. Edwards. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Thomas Kehoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Block Advisors by H&R Block and Avantax. In addition to his advisory work, he serves as an elder on the board of Generations Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies supported by affiliated and third-party managers.

Philip Buffery is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at Amundi Pioneer Institutional Asset Management, Cetera Advisor Networks, and Potomac Fund Management. He is based in Lutz, Florida. 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 supported by a large network of financial advisors and branch offices nationwide.

David Lynne is a financial advisor with Equitable Advisors in Land O Lakes, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2013. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Shareef Jarbawi is a financial advisor with LPL Financial in Port Richey, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Suncoast Credit Union, E*Trade Securities, J.P. Morgan Securities, First Republic Bank, and Wells Fargo Securities. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregory Bell is a financial advisor at Raymond James & Associates with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Raymond James Financial Services. Outside of his advisory role, he is an owner of a rental property in Indian Shores, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research.

Ryan Neal is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Berkadia Commercial Mortgage and the New York Department of Education. Outside of finance, Neal works as a personal trainer at LA Fitness in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Dustin Johnson is a financial advisor with LPL Financial holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 12 years with Waddell & Reed Inc. Johnson is involved with St. Peter the Apostle Catholic Church, serving on its Finance Committee and Men's Group Board, and is also associated with The Davino Agency, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Charles Hickman is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their current financial situations and presents solutions offered through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families, assisting in the creation of strategies to pursue their financial goals. He holds the designation of Personal Investment Advisor (PIA). Charles completed his high school education at Sandalwood High School.