Bradley Pagliaro is a financial advisor with LPL Financial in Wesley Chapel, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at TIAA-CREF and Banc of America Investment Services, Inc. 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 portfolios, third-party asset management, and various institutional platforms.

Kelly Grills is a financial advisor at Thrivent Investment Management with 3 years of industry experience. She holds a Series 66 designation and previously worked in educational roles at Pasco County Schools, Northside Christian School, and Pinellas County Schools. Outside of finance, she provides pet sitting services through Rover alongside her husband. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans across a broad range of topics without managing client portfolios directly.

Lauren Hopper is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliate since 2000. Outside of advising, she serves as Chief Financial Officer of Hopper Enterprises, managing its accounting functions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Stacy Alfonso is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Morgan Stanley Smith Barney LLC from 2011 to 2017. 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 approach 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 Smith Jr. is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1998, having worked at Primerica Financial Services since 1988. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliates of Primerica and owns Freedom Fighters, LLC, a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Jesse Cordoba is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research and its affiliates since 2022. Outside of his advisory role, he is involved in estate planning through Trinity Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. before joining his current firm. Outside of his advisory role, he owns Mystic Tie Realty LLC, which manages residential property investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

James Knight is a Series 66-registered financial advisor with UBS Financial Services in Dade City, Florida, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves on the board of directors for the Dade City Rotary, a local service organization involved in community fundraising and outreach activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Ryan Paape is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a variety of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Becker is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life Insurance Company since 2000. In addition to his advisory role, he services clients with existing life and disability insurance contracts through ongoing insurance agent activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supporting various managed account programs and third-party manager selections.

Robert Recker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2008. Outside of his advisory role, he is involved in part-time sales of home security and automation product referrals and is a partner in The Recker Group LLC. Primerica Advisors sponsors and 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 delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Branden Sears is a CFP®-certified financial advisor with 12 years of experience at Raymond James Financial Services Advisors, Inc. He is based in Land O’Lakes, Florida, and has held his advisory roles there since 2014. Outside of this, he is also involved with Independent Financial Services, where he serves as an associate and portfolio technician in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through a unique municipal advisor affiliation.

Yoram Porat is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera since 2005. In addition to his advisory role, he is the president and owner of ARU Business Services, a CPA firm specializing in accounting, tax preparation, and management consulting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, employer-sponsored retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, featuring discretionary and non-discretionary strategies and access to third-party managers.

Michael Wetter is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Wetter also serves in the Florida Army National Guard as a military reservist. Charles Schwab & Co., Inc. serves primarily 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 combined advisory, brokerage, custody, and cash-sweep service platform with a client relationship model that includes both non-discretionary and discretionary investment options.

Bryan Melko is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative due diligence and offers access to a range of investment strategies, including ESG considerations, supported by affiliated portfolio services.

Jamie Wingfield is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Outside of her advisory role, Wingfield serves on the Board of Directors for the Carrollwood Area Women's Club and is Vice President of the Belle Glen Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research-driven modeling and tax-efficiency analysis to provide tailored written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Glenn Duncklee is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Mark Prue is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. He operates his practice through his own LLC for tax purposes. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on retirement income planning using tax-aware withdrawal strategies.

George Hurley is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Outside of his advisory role, he manages rental properties in Tampa during his personal time. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored advice without individual security recommendations in standalone plans.

Timothy Ferrell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016, following an 11-year tenure at MetLife Resources. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.