Andrew DiFiore is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in several positions within Fidelity, including Planning Consultant, Relationship Manager, and Central Relationship Manager between 2023 and 2025. His career in financial services began with Charles Schwab as a Financial Services Representative in 2022, following an internship at Virtus Financial Partners in 2021. Andrew and his team focus on creating an environment of trust to help clients and their families feel confident in their financial plans, enabling them to concentrate on their personal passions. He aims to be the primary resource for clients when life events impact their finances. Outside of his professional work, Andrew enjoys spending time at the beach, engaging in fitness activities, playing football and golf, traveling, and caring for pets.

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.

Elisha Kapkowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, Kapkowski held roles at several firms including Northwestern Mutual and Guided Financial Advisors, and is involved with Stillwater Exterior Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective group of Wealth Advisors. Their program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combined quantitative and qualitative research approach.

Jodi Johnston is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and bringing 20 years of industry experience. She has worked with Raymond James and its affiliated entities since 2005 and is the owner of Levine Legacy Group, LLC, d/b/a Phoenix Financial Partners, operating as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

Andrew Lubash is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include 13 years at Invest Financial Corporation and ongoing partnerships with Prestige Employee Administrators and Financial Management Associates Ltd, where he is involved in professional employer services and employee benefits insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advisory representatives who utilize various model portfolios and customized strategies.

Julia Vega is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2009. In addition to her advisory role, she serves as CEO and President of C&E Tax Service, Inc., a tax preparation business she has led since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Susan Ramsey is a financial advisor at Stifel with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Her prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.

Bryan Beatty is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include tenures at Wells Fargo Clearing, Wells Fargo Advisors, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

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.

Kimberly Schiavo is an investment advisor representative at OSAIC with 40 years of industry experience. She previously worked at Investacorp, Inc. for 25 years and spent four years at Securities America Advisors, Inc. and Securities America, Inc. Kimberly holds Series 63 and Series 66 securities licenses. Outside of advisory services, she is also involved in life and health insurance sales, including Medicare insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Evan Eastman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on serving business owners, executives, and high net worth families. With over 15 years of industry experience, he provides clients with personalized wealth management strategies, including portfolio management, retirement and estate planning, personal banking services, and tax minimization. Evan leverages his access to Merrill and Bank of America to help clients pursue their financial goals through customized and integrated approaches. Prior to joining Merrill Lynch, Evan spent over four years traveling the country hosting financial strategy seminars and retirement planning sessions for corporate executives and their employees. He holds a Bachelor's degree from the University of South Florida and completed an Accredited Certificate Program at Yale School of Management. He has earned multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan is actively involved in various professional organizations such as the Kiwanis Club of Largo/Mid-Pinellas, Rotary Club of Clearwater, Toastmasters International, and several political and automotive clubs. He volunteers with community organizations including the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. Outside of his professional and community commitments, Evan enjoys boating, cooking, dancing, music, reading, singing, swimming, traveling, watching movies, and spending time with his family.

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.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Jeffrey Dierksheide is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Grow Financial Federal Credit Union, CUSO Financial Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational 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.”