Julie Sevelius is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has served in the US Army since 2002 and has been with Raymond James & Associates since 2015. Outside of her advisory work, she is affiliated with the Academy At the Lakes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jose Guevara is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has held multiple roles within J.P. Morgan entities since 2015 and was previously involved with Jara & Guevara, LLC. Outside of his advisory work, he is a property owner involved in managing rental real estate holdings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis through a structured due-diligence process.

Kerrie Best is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has also operated a self-employed advisory practice since 2009. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Alexander Ezra is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked in financial services since 2017, including prior roles at Publix and the University of South Florida. Alexander serves on the advisory board of Darby Community Church, where he provides guidance on financial stewardship and accountability. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. 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 wide range of planning services and integrates advisory offerings with other financial products and referral channels.

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Lillian Cucuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has been associated with Primerica since 1986. Outside of her advisory role, she is involved with HIS Creations, LLC in Land O Lakes, FL. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and maintains approximately $15.5 billion in assets under management through a large network of financial advisors.

Paul Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2024. Elliott is also the owner of Iron Rock Wealth Management. 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 emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Benjamin Prescott is a CFP® professional with 18 years of experience in financial advising. He is currently with OSAIC and has held prior roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Axa Advisors, LLC. Prescott serves on the boards of several nonprofit organizations, including the Fellowship of Christian Athletes and the Hernando County Education Foundation, and he is the founder and CEO of Rescott Financial LLC, where he oversees business development and portfolio construction. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options, utilizing firm-provided tools and third-party platforms to support portfolio management.

Conrad Bailey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for over two decades before joining Cetera in 2024. Outside of advisory work, he is involved in several non-investment businesses, including mortgage loan origination and health insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures and custodial relationships.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Cetera, USAA Financial Planning Services, and PNC Wealth Management. Outside of his advisory role, he is involved in business entities including ZFL Industries LLC, where he serves as owner and manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.

Ryan Thomas is a financial advisor at Fidelity Investments with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Wells Fargo and has experience in education and the food service industry, including running a small restaurant business. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary research and algorithmic methods.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Reinhardt is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, Morgan Stanley, and T. Rowe Price, as well as five years of service in the Army National Guard. He has been affiliated with the University of Florida for over a decade. Charles Schwab serves primarily 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 management, supported by multi-asset model portfolios and a central operational structure.

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

Adam Gruber is a CFP®-designated financial advisor with nine years of industry experience, currently with AMG Wealth Management LLC since 2020. He previously worked at CPS Investment Advisors and also has a long-term role as a high school math teacher in the Hillsborough County School System. Outside of advising, he teaches multiple secondary math classes at Brandon High School. AMG Wealth Management LLC is a small firm based in Land O Lakes, FL, serving clients with personalized financial planning and investment management.

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.