Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. 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 combines research from its own investment institute with third-party data to support diversified portfolio strategies.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Tyler Albert is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with firms including Avantax and Brighthouse Securities and manages Albert CPA LLC, a tax preparation and bookkeeping business. He is also involved with Kavakopia LLC, which brews and sells kava, kratom, vape, and CBD products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors. The firm operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create custom strategies.

Laura Warneke is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has worked at Raymond James Financial Services, Inc. and Independent Financial Services. Outside of her advisory role, she owns Tiny Tinis, a business focused on making, advertising, and shipping products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Adam Iosue is a financial advisor at LPL Financial with 15 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Charles Schwab Bank and Charles Schwab from 2020 to 2025, and at USAA Financial Advisors and related USAA financial planning services from 2010 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools for advisors.

Christopher Scharnow is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thitsanin Wachara Amnuoy is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. Prior to Merrill, Thitsanin was associated with Bank of America. Outside of advising, Thitsanin serves as a board member and fundraising coordinator for the All That Dance Booster Club in Tampa, organizing events to support dancers' competitions. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Brumfield is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation, Morgan Stanley, and Fisher Investments. Outside of his advisory role, he has worked as a restaurant server. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Nicholas Pearson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously been associated with Generations Tax and Wealth Management and CETERA Financial Specialists LLC. He has a background that includes four years at Christopher Newport University. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

John Kuntz Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at SPC, Sigma Financial Corporation, and Ameriprise Advisor Services, among others. He has also been involved with At Your Service Tax & Accounting Of North Pinellas for over a decade. 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, with advice delivered by a large network of investment adviser representatives.

Richard Lundahl is a financial advisor at Edward Jones in Tarpon Springs, FL, with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, Lundahl serves as president and chief operating officer of a holding company established for a commercial and residential building project in Odessa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Juan Castillo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Michael Santasania is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2016. In addition to his advisory work, he operates Santa's Marine Service, a business he has managed for over 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports accounts through BNY Mellon Advisors and Pershing custody services.

Shane Stradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His work history includes 26 years at the Pinellas County Sheriff's Office and roles with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michelle Quay is a financial advisor at OSAIC with 30 years of industry experience. She has held prior roles at Woodbury Financial Services Inc. and is a Series 63 and Series 65 license holder. Outside of her advisory work, she is a CrossFit instructor at RossFit Refuge. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs through a large network of affiliated advisers. The firm employs asset allocation tools and risk-tolerance analysis to construct portfolios from a broad range of investment types, managed on either a discretionary or non-discretionary basis.

Kimberly Roman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

James Trimboli is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. He also serves as a financial planner and consultant for Klimis & Associates, Inc., providing financial planning and advisory services to clients. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services supported by a broad network of affiliated advisers and multiple advisory platforms.

Robert Cann is a financial advisor with Primerica Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments, Inc. since 2011. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation through BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.