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.

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.

Scott Surace is a financial advisor at Osaic with 34 years of industry experience. He holds the Series 66 designation and has worked at Osaic since 2024. His prior experience includes roles at Woodbury Financial Services, Questar Capital Corporation, and U.S. Allianz Securities. Outside of his advisory work, he owns a sole proprietorship focused on selling fixed annuities, life insurance, long-term care insurance, and providing seasonal tax preparation to his existing clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

John Faler is a financial advisor at Morgan Stanley in Palm Harbor, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Derek Pontlitz is a financial advisor with LPL Financial in New Port Richey, FL, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2010, following prior work at Independent Financial Partners and Wells Fargo Clearing. Outside of his advisory role, he is involved in the sale of fixed insurance products including life, disability, and long-term care insurance. 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 provides a range of advisory and brokerage services with a focus on flexible investment strategies, including model portfolios and third-party asset management, supported by extensive operational and research resources.

Gregg Akin is a financial advisor with Cetera in Tarpon Springs, FL, holding a Series 65 designation and 16 years of industry experience. He has previously worked with Avantax Insurance and has operated Billingham & Akin Financial Services and Billingham and Associates, focusing on tax preparation and investment advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of discretionary and non-discretionary portfolio management and financial planning solutions.

Christopher Colon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Edelman Financial Engines, LPL Financial LLC, Horace Mann Investors Inc, and USAA Investment Management Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.

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.

Gerald Holman is a financial advisor with Ameriprise in Palm Harbor, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team working alongside financial advisors.

Michael Cox is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of advisory work, he serves in a political capacity with the Pasco County Mosquito Control District and is involved as a partner in an accounting and consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and employer SIMPLE IRA consulting.

Joshua Vilardi is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James and Associates, Wells Fargo Clearing, Citigroup Global Markets, and Truist Investment Services. Vilardi is president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, and serves as a board member of Tampa Bay Titan 100, an organization recognizing top executives in the region. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a broad range of advisory and brokerage services delivered through an extensive multi-advisor platform.

Scott Nordstrom is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Raymond James Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked with Grow Financial Federal Credit Union and CUSO Financial Services, LP. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Bogdan is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2023. Outside of his advisory role, he is affiliated as a financial advisor with Coastal Bay Wealth Management. 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, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals and supports municipal and public finance work through a unique affiliation.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

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.”