Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.

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.

Paul Weinberger is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including National Securities Corporation and Cetera Financial Specialists LLC. Outside of advising, he is involved in art as an abstract painter and serves as president and tax preparer for Accountants Wealth National Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.

Scott Surace is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of his advisory role, he owns a sole proprietorship focused on selling fixed annuities, life insurance, and long-term care insurance, and provides seasonal tax preparation to his existing clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and model solutions.

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.

Tulio Suazo Jr. is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work experience includes roles at Ferguson Enterprises LLC and Cubatico Inc. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Derek Pontlitz is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2010. He previously worked with Independent Financial Partners from 2010 to 2017. In addition to his advisory role, he is involved in fixed insurance sales including life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

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.

Todd Mazur is a financial advisor with LPL Financial in Oldsmar, Florida, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, with a decade of involvement at the Pinellas Education Foundation. He has also worked as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Christopher Colon is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2025, his career included roles at Edelman Financial Engines, LIVUnLtd, Oxford Advisory Group, LPL Financial LLC, Suncoast Credit Union, Horace Mann Investors Inc., Florida Educators Insurance LLC, Raymond James & Associates, 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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® with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Coastal Bay Wealth Management since 2022 and previously worked at Wells Fargo Advisors. Cox is also involved with the Pasco County Mosquito Control District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Hacker is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Hacker holds a Series 66 designation. 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 from Wells Fargo Investment Institute and third-party sources.

Brendan Thon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, previously serving as an Investment Consultant from 2022 to 2024 and as a Workplace Planning Consultant 2 from 2021 to 2022. Brendan focuses on providing personalized financial guidance to help clients pursue their financial goals with informed decision-making. Throughout his career at Fidelity, Brendan has worked closely with clients to ensure alignment and clarity at every stage of their financial planning process. His approach emphasizes collaboration and education to support clients in achieving their financial objectives. Outside of his professional role, Brendan enjoys activities such as beach outings, boating, fitness, exploring food, outdoor adventures, and running.

Joshua Vilardi is a financial advisor at OSAIC with 22 years of industry experience. He previously worked at Raymond James and Associates for nine years before joining OSAIC in 2023. Vilardi is the president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, entities through which he offers securities and insurance products. He also serves as a board member for Tampa Bay Titan 100, a program recognizing top CEOs and C-level executives in the Tampa Bay area. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to third-party managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. He has held roles at Grow Financial Federal Credit Union and CUSO Financial Services, LP prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

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.