Alberta McEuen is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 1984 and has since developed extensive experience in investment strategies and wealth management. Alberta holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and also carries the designation of Personal Investment Advisor (PIA). Alberta is a graduate of Texas A&M University. Throughout her career, she has focused on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible/values-based/ESG investing, special needs planning, tax minimization, retirement income, and wealth planning for LGBT individuals and women. In addition to her professional work, Alberta has been actively involved in community service. She has served as a former President of the Resource Center for Women and has been involved with the Lighthouse for the Visually Impaired. Her personal interests include adventure sports, boating, hiking, horseback riding, spending time with family, and traveling.

Brian Peterson is a CFP® professional with 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1993 and operates Peterson Wealth Management as an owner and principal. Peterson is based in Clearwater, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jesse Cordoba is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at multiple entities within Cambridge Investment Research as well as experience in the homebuilding and automotive sectors. He also owns a real estate business and is involved in estate planning and advisory services through separate entities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary model strategies and access to third-party managers, with tailored implementations across various platforms and custody arrangements.

Jordan Fiori is a financial advisor with Cambridge Investment Research Advisors in Oldsmar, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, he worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, Fiori has served as Vice President of Networking for BNI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using both proprietary and third-party strategies across various platform arrangements.

Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Advisors and held various positions in the hospitality sector, including roles at Crescent Oaks Golf Club, Innisbrook Golf & Spa Resort, and Sandpearl Resort. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Emily Solis-Saracino is a Financial Consultant at Fidelity Investments, where she has been working since 2026. She has held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2019 to her current position. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Service Associate. In her role as a Financial Consultant, Emily partners with individuals and families to develop personalized financial plans that align with their goals, values, and life changes. She approaches financial complexity with a client-first, holistic methodology. Outside of her professional work, Emily enjoys comedy, attending concerts, exploring food, socializing with friends, and spending time with pets.

Jill Matthews is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2011, following a career at Raymond James Financial Services Inc. starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the owner of SITREP Financial LLC, which provides financial planning and brokerage services, and he is also licensed to sell fixed insurance products to retail clients. 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 manager due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Kevin Picard is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Merrill, Raymond James, and Coldwell Banker. Outside of his advisory work, he is involved in managing a rental property in Saint Petersburg, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with product sales and referral channels.

John Bonatakis is a CFP® with 43 years of industry experience, currently serving at Raymond James & Associates since 2009. He holds Series 63 and Series 65 licenses and is based in Tarpon Springs, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Becker is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at OSAIC since 2024 and has been associated with Guardian Life Insurance Company since 2000. Becker also maintains ongoing roles as a servicing life and disability insurance agent for clients with longstanding contracts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

Michael Urbanski is a CFP® professional affiliated with Edward Jones, based in Palm Harbor, FL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at GFY Capital Partners, LLC, Sears Outlet, and the University of West Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.

Robert Recker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 2008 and PFS Investments Inc. since 2011. Outside of his advisory role, he is a partner in The Recker Group LLC, a company formed for Primerica business purposes, and has involvement in website development and rentals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with nearly 3,700 advisors and $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Chad Spencer is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Elijah Gray is a financial advisor at Merrill with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 and Series 63 designations. Prior to joining Merrill, he worked at Delaware North and in the hospitality industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Viktoria Zitzmann is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial advising, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and in-house research.

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.

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Wegmuller has been with Merrill since 1998 and also works with Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Alexander Presing is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.