Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and held roles in a variety of other companies including Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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 covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Michael Yacavone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Company, as well as work outside finance at the Perez-Calhoun Law Firm and in the audiovisual and cigar industries. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from its Investment Institute and third-party sources.

Cheryl Burbano is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Burbano is an author who contributed a chapter on financial planning for women in Larstons Black Book on Personal Finance and provides pro bono financial planning services to military families through Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Andrew Purdy is a financial advisor at Charles Schwab & Co., Inc. in Lutz, Florida, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. 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 operates a dual-registered broker-dealer and investment adviser model, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Findley is a Series 66–registered financial advisor with J.P. Morgan Securities, based in Wesley Chapel, FL. He has five years of industry experience, including prior roles at Fisher Investments, Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Mobley is a financial advisor with Primerica Advisors in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, a period as self-employed, and prior work at Publix Supermarkets. Outside of advisory services, he serves as president of Tandi Enterprises, Inc., a legal entity for his Primerica business, and is involved in the sale of home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, with custody and trade execution supported by BNY Mellon Advisors and Pershing.

Jeremy Henderson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2007 to 2008. Henderson holds the Series 66 designation and is based in Land O'Lakes, Florida. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Lawrence Gardner is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Members Trust Company, Suncoast Credit Union, CUNA Brokerage Services, and Cetera. Gardner is based in Lutz, Florida. 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 and institutional platforms, utilizing both model portfolios and customized strategies.

Laura Woods is a CFP® with 28 years of industry experience. She is currently with Cetera and has worked at Addessi Financial Partners and Commonwealth Financial Network. In addition to her advisory work, she is a tax preparer and notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a large nationwide network of advisors.

Laura Rehbein is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise since 2005. Outside of her advisory role, she serves on several nonprofit and business boards, including as president of the Network of Executive Women and treasurer of The Centre for Women, and she has authored a general financial book approved for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, written recommendation reports delivered in partnership with financial advisors.

William Cangeme is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Ernst & Young Investment Advisers LLP, and Edward Jones. He is also affiliated with Suncoast Credit Union as a financial advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes advanced tools to support advisory operations.

James Granich is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has 11 years of experience with the firm. Based in Lutz, FL, Granich has been with Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and sponsors various advisory programs, including a municipal advisor affiliation and specialized offerings like SIMPLE IRA Employer Advisory & Consulting Services.

Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Miguel Figueroa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. for nine years. Outside of his advisory role, he is involved in several real estate ventures as an owner and contractor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations where applicable.

Kimberly Renfroe is a CFP® with 42 years of industry experience, currently an advisor at OSAIC since 2024. She previously worked at Securities America Advisors and Investacorp, Inc. She is also president of Tampa Bay Wallstreet, Inc., a securities business. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed strategies.

Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Robert Robertson is a CFP® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2019 and previously held roles at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, Robertson owns a tax preparation business and is a poll worker for Pasco County Government; he also founded and volunteers for Christian Fellowship at Sea. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.