Guilherme Lopes Gauzzi is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Edward Jones for two years and has held positions in various companies including Itau Unibanco SA and Bunnings Group Limited. 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, institutional and pension plans, and offers financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, and Stephens Inc. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term focus and overseeing approximately $326 billion for around 477,000 clients.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at firms including Garrel Miani Financial Group, NYLIFE Securities, New York Life Insurance Co, Pruco Securities LLC, The Prudential Insurance Company of America, and VALIC Financial Advisor, Inc. Outside of finance, he is the founder of two businesses: Red Rum International, an apparel wholesale and retail company, and Delgiudice Enterprises, an advertising and marketing firm. 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 offers integrated brokerage and advisory services through a large network of financial advisers, utilizing asset allocation tools and managed-account solutions across various investment types.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Jeffrey Clark is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2002. He operates out of Trinity, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Glenn Caldwell is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Wells Fargo Advisors. Outside of his advisory work, he serves as a personal representative for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment selections and provides both brokerage and advisory solutions.

Jerry Brewster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Outside of his advisory role, Brewster serves as an elder at Trinity Church of Christ in New Port Richey, Florida, and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Michael Hill Jr. is a Series 66 licensed financial advisor with Edward Jones in Lutz, Florida, possessing seven years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Marine Corps and briefly played for the Tampa Bay Buccaneers. He also serves on the board of the Reconnection Education Center, a nonprofit school in Odessa, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Eric Holder is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Holder serves as an officer and board member of the Florida Security Dealers Association, where he participates in industry discussions and planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Luke Drummond is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Cetera, he worked at Morgan Stanley and is involved with Generations Tax and Wealth Management LLC, where he provides tax-related services in addition to wealth management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large nationwide network of advisors and provides access to various third-party money managers and investment programs.

Christopher Mergardt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Barclays Capital Inc. Outside of his advisory role, he assists with legal and financial matters as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

William Baker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Fresh Thyme Markets, Western and Southern, Amazon Air, Bath and Body Works, NASM, ClubMMA, and Oak Hills High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm serves a wide range of investors and maintains distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.

Jeffrey Davis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he is involved in outside disability sales and has a side activity related to life settlements through Ashar Life Settlement. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models delivered through third-party asset managers and proprietary programs, focusing on client information gathering and risk assessment to tailor investment solutions.

Brian Sinclair is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Suncoast Credit Union, CUNA Brokerage Services, and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages funds of funds, and delivers model portfolios across various platforms.

Amanda Murphy is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 1999 and previously worked at Pasco Hernando State College in 2017. Outside of her advisory role, Murphy serves as a committee member for Business Networking International and is on the advisory board and finance/investment committee for the Richey Suncoast Theater. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning, investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Aleksandr Kuzmin is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Merrill and Bank of America, N.A. for nine years. Outside of advising, he manages an online retail business specializing in LED lights. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michelle Fulkerson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2002. Merrill, together 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 a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Securities, Fifth Third Bank, and PNC Investments. Clark is based in Lutz, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.