Eric Brooks is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial and previously held roles at Miller Brooks, LLC and Keystone Wealth Group, where he serves as president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Inez Johnson is a financial advisor at Thrivent Investment Management with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Thrivent, she worked at H&R Block and J.P. Morgan Chase & Co. Outside of finance, she works as a substitute contractor for Pasco County Schools in Florida and volunteers at school events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, written financial recommendations without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Charles Walker is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc., among other firms. Outside of his role at Osaic, Walker is involved in several entrepreneurial ventures, including ownership and leadership positions in multiple financial advisory businesses and a scholarship program supporting higher education. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and flexibility in management styles, supported by a complex affiliate network and private-equity ownership.

Anna Swartz is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Regions Bank for eight years. Swartz also served at Pasco Hernando State College for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Janke is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She previously worked at Summit Financial Group Inc. and Summit Brokerage Services. Outside of her advisory role, she owns and operates a yoga studio in Port Richey, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment strategies, portfolio management options, and financial planning services delivered through a nationwide network of independent advisors.

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors 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 uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

William Morales Jr. is a financial advisor at Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of financial advisors and branch offices.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jared Colao is a CFP® with ten years of industry experience, currently advising at Edward Jones since 2016. He is based in Trinity, FL. Outside of his advisory role, he is involved in rental property ventures in Florida, including co-owning a short-term rental business near Disney World. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaitlyn Gallant is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously spent two years with NEXT Financial Group, Inc., alongside concurrent experience at Greenstone Financial Group LLC since 2023. Gallant was also with Rizzetta & Company from 2006 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory and non-advisory financial services.

Guilherme Lopes Gauzzi is a financial advisor with Raymond James & Associates in Trinity, FL. He holds a Series 66 designation and has two years of industry experience, including prior roles at Edward Jones and Itau Unibanco SA. Raymond James & Associates, Inc. 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, offering financial planning, non-discretionary investment consulting, and institutional consulting with a broad range of portfolio management styles and affiliated research resources.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, Stephens Inc, and William R. Hough & Co. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers 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, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Jessica Stroh is a financial advisor with OSAIC and holds a Series 66 designation. She has one year of industry experience, having worked at OSAIC and Vilardi Wealth Management since 2025, and previously at Capital Planning Group. Outside of her advisory role, she has experience with Gateway Hospice and has been involved with the Monroeville Marlins Swim Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and discretionary management strategies supported by various risk and analysis tools.

Jeffrey Clark is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2002. He operates under CarriageGate Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Jerry Brewster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Outside of his advisory role, Brewster serves as an elder at Trinity Church of Christ in New Port Richey, Florida, and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Michael Hill Jr. is a Series 66 licensed financial advisor with Edward Jones in Lutz, Florida, possessing seven years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Marine Corps and briefly played for the Tampa Bay Buccaneers. He also serves on the board of the Reconnection Education Center, a nonprofit school in Odessa, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.