Alexander Perez is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

Ann Regina is a financial advisor at Ameriprise with 26 years of industry experience. She has held roles within Ameriprise Financial Services, Inc. and its successor firm since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendations and ongoing planning advice focused on creating dependable income streams and tax-aware withdrawal strategies for clients approaching or in retirement.

Samantha Pairitz Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career has been exclusively with J.P. Morgan entities since 2010, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alejandro Gonzalez is a Series 66 licensed advisor with J.P. Morgan Securities, based in Wesley Chapel, FL, with four years of industry experience. His prior roles include positions at Wells Fargo and Cetera Investment/GTE Fed Credit Union. 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 investment recommendations.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Shavona Floyd is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and First Command Financial Planning. Floyd is also an author and operates businesses offering consulting services and tax preparation, as well as providing insurance products. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services alongside access to multiple investment platforms and third-party money managers.

Kimberly Schiavo is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Investacorp, Inc. for 25 years and Securities America for four years. In addition to her advisory role, she is engaged in life and health insurance sales, including Medicare, averaging about 10 hours per month. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Alan Mevorah is a ChFC®-designated financial advisor with LPL Financial in Odessa, FL, bringing 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advisory services, he is an independent insurance agent selling various life and health insurance products. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports various investment strategies with research from internal and third-party sources.

Jeffrey Dierksheide is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Grow Financial Federal Credit Union and CUSO Financial Services Inc. He is involved with Grow Financial Investment Services, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Joel Morales is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Nationwide Financial from 2014 to 2022 before joining OSAIC in 2022. Morales is also involved as an investment advisor representative and insurance broker with Platinum Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various investment options and third-party money managers.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Adam Taylor is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2018, following earlier roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, Taylor serves as a board member at the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements supported by firm-approved software and a variety of specialized planning programs.

Lindsey Matro is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 credential with 18 years of industry experience. She 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, offering comprehensive written recommendations on a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Tyler Linkowski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Maia Wealth, LLC and MML Investors Services LLC. Tyler is also involved with OneVision Enterprises, LLC, working as an employee benefit consultant alongside his father. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, tailored to client objectives.

Francis Reeves is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and select separately managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and utilizes third-party asset managers with oversight and model implementation handled by BNY Mellon Advisors.

Alexia Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.