Austin Roberts is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Fidelity, Wells Fargo Clearing, and Wells Fargo Bank. He also has work experience outside finance, including employment with the University of South Florida and Treasure Lanes. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies and model portfolios.

Gina Granich is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and the Moffitt Cancer Center. Granich also operates Emphasize Financial Planning, LLC, where she develops comprehensive financial plans and manages assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

Matthew Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at BB&T and BB&T Securities prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kriss Bryan is a financial advisor with Primerica Advisors in Tarpon Springs, FL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Primerica Advisors since 2016 and also has professional experience with Amazon Inc., Humana/KMG, Teradyne, Inc., and Primerica Financial Services. Outside of his advisory role, he is the owner of KWB Entertainment, Inc. and an author. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies supported by third-party asset managers and serves a broad client base with approximately $15.5 billion in assets under management.

Gerald Weeks is a financial advisor with Raymond James Financial Advisors, Inc. in Palm Harbor, FL, holding Series 63 and Series 66 licenses and possessing 45 years of industry experience. He has been with Raymond James Financial Services and its affiliates since 2004 and also maintains a role as an independent agent in non-variable insurance since 2005. 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, and institutional investors. The firm offers tailored, non-discretionary planning and supports various advisory programs, with specialized municipal and public-finance capabilities.

William Carroll is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Carroll is also a notary public in Garden City, NY. Wells Fargo Clearing provides retirement plan consulting to 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.

Robert Carney Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors, LLC and Wells Fargo Private Bank. Outside of his advisory role, he serves on the Architectural Review Board for The Villages of Monterey HOA in Naples, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Francis Stoshak is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill and Florida Atlantic University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.

Desiree Kennedy is a CFP® and holds the Series 66 designation, with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rudolf Molnar is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, Molnar is involved in several business ventures including serving as CEO and managing director of Gulf2Bay Enterprises Inc. and engaging in aviation-related activities through other entities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver these services, alongside a broad range of advisory, brokerage, and insurance solutions.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. 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 research-driven investment solutions through a large network of financial advisors.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”

Catherine Kenney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with PFS Investments Inc. and Financial Freedom Fighters LLC since 2019 and was previously involved with Pensacola Christian College and The Wilds Christian Camp. Her other business activities include part-time sales and referrals for home-related products through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering advisory services primarily to retail investors.

Stefanie Pontlitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2013 and previously held roles at Independent Financial Partners, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Pontlitz is also involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to 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, supported by a large network of investment adviser representatives using various investment strategies and advanced research tools.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing in Land O'Lakes, Florida. She holds a Series 63 designation and has 11 years of industry experience, including three years with Wells Fargo Advisors, LLC prior to her current role. 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 integrates research and analytics to support its investment approach.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Michael Chambers is a financial advisor with J.P. Morgan Securities in New Port Richey, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. He also has experience outside finance, having worked with Shrimp Wrecked and at St. Petersburg College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michelle Weiss is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as treasurer for the Somerset Elementary School Foundation, where she assists with fundraising events and board meetings. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.