Gregg Lynch is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors, and he is also the owner of LGL Wealth Management, LLC. In addition to his advisory work, Lynch is president and co-owner of Lynch, Cotton & Associates, PA, a CPA firm providing accounting and tax services for over 30 years. 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 a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Josephine Aiosa is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Charles Schwab Bank and USAA in various advisory roles. Outside of her advisory work, she is employed as a hearing-impaired interpreter at Purple Communications. 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 other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies across multiple asset classes.

Eddy Suriel is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Bank of America, Merrill, Wells Fargo, and Methodist University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Lausell is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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, supporting advisors with a range of discretionary and non-discretionary strategies.

Bijan Mohseni is a CFP® professional with 27 years of experience, currently serving as an advisor at Raymond James Financial in Tampa, FL. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Mohseni is also the owner of Investpro Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

Patrick Bungo is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Cetera. Outside of his advisory role, he is involved as an insurance agent with Compass Health Consultants, focusing on health, dental, and vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and proprietary programs to deliver personalized investment solutions.

Adam Meshey is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked at Truist Investment Services and Truist Bank, and his background includes roles outside finance, such as at Lucky Brand and More Homes LLC. 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 model-based and discretionary investment strategies to individuals and institutional clients.

W. Tyler Mercier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., and he operates Mercier Financial Group, Inc., which has been active since 1991. He is also commissioned as a notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and a broad range of affiliated financial services.

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.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Inez Johnson is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. She has experience working at Thrivent Financial and previously spent 11 years at J.P. Morgan Chase & Co. Outside of financial services, she works as a substitute contractor for Pasco County Schools, occasionally volunteering at school events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers various topics but does not include implementation or discretionary portfolio management.

William Marsh is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, and has 12 years of industry experience. He has been with Morgan Stanley since 2019 and previously worked with USAA Investment Management Company and USAA Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.