Jessica Dunning is a Series 66-licensed financial advisor with LPL Financial, bringing 18 years of industry experience. Her career includes roles at Raymond James Financial, USAA Financial Planning Services, and National Planning Corporation. Outside of her advisory work, she owns Defensive Empowerment Academy, where she teaches firearms-related courses. 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 with a focus on both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Graff is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for 12 years at McKesson Medical-Surgical. He is based in Tampa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Donna Vestal is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Morgan Stanley. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Russell Toms is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, Cuna Brokerage Services, and Suncoast Credit Union. 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, utilizing both proprietary and third-party investment models, and supports its advisors with advanced operational and research tools.

Matthew Lenhardt is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Outside of his advisory role, he is involved with U-Vest Financial, a DBA for his LPL business. 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 and access to third-party asset managers, supported by a broad platform and various institutional programs.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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, institutional and pension plans, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bradley Pagliaro is a financial advisor with LPL Financial in Wesley Chapel, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at TIAA-CREF and Banc of America Investment Services, Inc. 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 portfolios, third-party asset management, and various institutional platforms.

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.

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.

Lauren Hopper is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliate since 2000. Outside of advising, she serves as Chief Financial Officer of Hopper Enterprises, managing its accounting functions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

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.

Robert Smith Jr. is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1998, having worked at Primerica Financial Services since 1988. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliates of Primerica and owns Freedom Fighters, LLC, a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

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.

Ryan Paape is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. 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 planning on a variety of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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.

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.

Branden Sears is a CFP®-certified financial advisor with 12 years of experience at Raymond James Financial Services Advisors, Inc. He is based in Land O’Lakes, Florida, and has held his advisory roles there since 2014. Outside of this, he is also involved with Independent Financial Services, where he serves as an associate and portfolio technician in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through a unique municipal advisor affiliation.

Michael Wetter is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Wetter also serves in the Florida Army National Guard as a military reservist. Charles Schwab & Co., Inc. 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 combined advisory, brokerage, custody, and cash-sweep service platform with a client relationship model that includes both non-discretionary and discretionary investment options.

Bryan Melko is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. 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 integrates quantitative and qualitative due diligence and offers access to a range of investment strategies, including ESG considerations, supported by affiliated portfolio services.