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.

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.

Norman Raymer is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with OSAIC since 2018. His prior positions include roles at Signator Investors, Inc., Transamerica Financial Advisors, OneAmerica Securities, Inc., and New England Securities. Outside of his advisory work, he is the Secretary of the Trevi Homeowners Association, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio management, supporting a variety of client strategies and third-party manager options.

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.

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.

Michael Kindt is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He worked at Cbiz Mhm, LLC prior to joining Morgan Stanley in 2017. Kindt serves on the boards of several nonprofit organizations, including Charity Works, Inc. and the Homeless Empowerment Program, where he provides financial advice and holds the position of treasurer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage channels.

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.

Richard Pimentel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a range of financial products.

Greg Ghodsi is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, Ghodsi serves on the Board of Trustees and as Chair of the Capital Campaign for Carrollwood Day School in Tampa. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Oluwatoni Esinsinade is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of his advisory role, he is CEO of Chief Cornerstone Associates, LLC, a non-investment-related business that provides tax filing services for Primerica businesses. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

James Harper is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he acts as a co-trustee of his parents’ trusts and is involved in the sale of term life insurance using carriers not available through Raymond James. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs or other providers.

Danielle Reidy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013 and previously was with Truist Investment Services, Inc. for 11 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary approach focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

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.

Michael Legge is a CFP® professional with one year of experience, currently affiliated with Cetera. His prior roles include positions at Northern Trust Company, Sabal Trust Company, and J.P. Morgan Securities LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options for customized investment strategies.

Justin Hahl is a CFP® with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has held roles within J.P. Morgan and affiliated firms since 2013, with prior experience at Transamerica and USAA Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and maintains unique regulatory registrations supporting broader derivatives and commodities capabilities.

David Evans II is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise, Wells Fargo Clearing, and CUNA Brokerage Services. He has also served as a senior financial advisor at Suncoast Credit Union since 2008. 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, and institutional platforms.

Melinda Jones is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Eban Barnett is a CFP® and holds a Series 66 license with 25 years of industry experience. He is currently with Morgan Stanley in Palm Harbor, FL, where he has worked since 2018, including at Morgan Stanley Private Bank since 2019. His prior roles include positions at Wells Fargo Clearing, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate various analytical methods without recommending individual securities.

Babubhai Doshi is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2015. Doshi is also the owner of Doshi Financial LLC, where he serves as Branch Manager. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.