Andrew Longman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Columbia, MD, and has 14 years of industry experience. He previously worked at Citigroup Global Markets from 2012 to 2018 before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Berta Maria Gonzalez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Cetera and its affiliate firms since 2004. In addition to her advisory role, she is a partner in a tax and accounting practice, focusing on tax preparation, accounting, and administrative services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Kelly Grills is a financial advisor at Thrivent Investment Management with 3 years of industry experience. She holds a Series 66 designation and previously worked in educational roles at Pasco County Schools, Northside Christian School, and Pinellas County Schools. Outside of finance, she provides pet sitting services through Rover alongside her husband. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans across a broad range of topics without managing client portfolios directly.

Stacy Alfonso is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Morgan Stanley Smith Barney LLC from 2011 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Peterson is a CFP® professional affiliated with Raymond James Financial in Clearwater, FL, with 42 years of experience in the financial services industry. He has been with Raymond James Financial Services, Inc. since 1993 and owns Peterson Wealth Management since 2018. 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 consulting, supported by analytical tools and maintains a notable municipal advisor affiliation uncommon in large institutional advisors.

Jesse Cordoba is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research and its affiliates since 2022. Outside of his advisory role, he is involved in estate planning through Trinity Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jordan Fiori is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously with Equitable Advisors and Axa Advisors. Outside of advisory roles, Fiori is involved in food service and holds a vice president position in a networking organization. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Advisors and held various positions in the hospitality sector, including roles at Crescent Oaks Golf Club, Innisbrook Golf & Spa Resort, and Sandpearl Resort. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Emily Solis-Saracino is a Financial Consultant at Fidelity Investments, where she has been working since 2026. She has held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2019 to her current position. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Service Associate. In her role as a Financial Consultant, Emily partners with individuals and families to develop personalized financial plans that align with their goals, values, and life changes. She approaches financial complexity with a client-first, holistic methodology. Outside of her professional work, Emily enjoys comedy, attending concerts, exploring food, socializing with friends, and spending time with pets.

Jill Matthews is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2011, following a career at Raymond James Financial Services Inc. starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. before joining his current firm. Outside of his advisory role, he owns Mystic Tie Realty LLC, which manages residential property investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Kevin Picard is a financial advisor at Wells Fargo Advisors with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including Merrill, Raymond James, and Coldwell Banker. Outside of his advisory role, he manages a rental property business in Saint Petersburg, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

John Bonatakis is a CFP® with 43 years of industry experience, currently serving at Raymond James & Associates since 2009. He holds Series 63 and Series 65 licenses and is based in Tarpon Springs, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Becker is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life Insurance Company since 2000. In addition to his advisory role, he services clients with existing life and disability insurance contracts through ongoing insurance agent activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supporting various managed account programs and third-party manager selections.

Michael Urbanski is a CFP® professional affiliated with Edward Jones, based in Palm Harbor, FL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at GFY Capital Partners, LLC, Sears Outlet, and the University of West Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.

Robert Recker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2008. Outside of his advisory role, he is involved in part-time sales of home security and automation product referrals and is a partner in The Recker Group LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Chad Spencer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing and multiple Morgan Stanley entities from 1999 to 2021. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Elijah Gray is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill, he worked in various roles including positions at Delaware North, Juicy Crab, and Chili's Grill & Bar. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.