Kerry Clapper is the Senior Resident Director at Merrill's Countryside, FL branch, a position he has held for over a decade. He began his career in financial services in 1989 at Merrill's Winter Park, FL branch, accumulating more than thirty years of experience. Kerry collaborates with his team to design and implement customized financial strategies aimed at helping clients achieve their personal life priorities and financial goals. He has previously served as the Resident Director of Merrill's Lakeland, FL branch. Kerry's expertise encompasses a range of client focus areas, including corporate executive services, divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. His work has been recognized with multiple rankings on Forbes' "Best-in-State" Wealth Advisors list from 2019 to 2022 and the Bank of America Diversity and Inclusion award in 2022 for his work with Black-owned businesses. Born and raised in Minnesota, Kerry attended the University of North Florida on a tennis scholarship, where he captained the men's tennis team and earned a Bachelor of Business Administration degree. Outside of his professional responsibilities, Kerry enjoys playing tennis, golf, and cycling. He has served on the Tampa Theatre Board of Directors and currently volunteers with Feeding America Tampa Bay.

Beth Fleming Brown is a financial advisor at Osaic with 31 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 26 years. In addition to her advisory role, she offers long-term care, traditional life insurance, fixed annuities, accident and disability insurance, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing various asset-allocation tools and third-party programs to manage client portfolios.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Peter Chamberlain is a financial advisor with BRC Management LLC, an independent firm based in Windermere, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding BRC Management in 2011, he worked elsewhere in the financial sector. Outside of advisory work, Mr. Chamberlain serves as president of the BR Chamberlain Foundation for Public Enrichment, a public charitable organization. BRC Management LLC is a single-advisor independent firm.

Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.

Firouz Farrokh is the sole advisor at ARIA Corporation, an independent firm based in Clermont, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Farrokh is a licensed life, health, and variable annuities agent and provides tax preparation and planning services to clients. He also serves as a soccer referee and instructor. ARIA Corporation provides financial planning and investment management services, with a focus on income and estate tax planning and coordinating with CPAs to support clients' tax and investment needs.