Jeannie Holliday is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2012. Her prior work includes roles with Network Professionals Inc. She is also involved in a business that owns and leases office space in Land O Lakes, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non‑discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance offerings.

Ashley Barthelette is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of portfolios and models.

Christopher Baker is a financial advisor with Edward Jones in Wesley Chapel, Florida. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Saybrus Equity Services, Saybrus Partners, Mercap Securities, and Ash Brokerage. Edward Jones is a full-service wealth management firm serving over four million 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Richard Graff is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 65 designations and over 41 years of industry experience. Prior to joining Edward Jones in 2026, he was self-employed and affiliated with Stifel Independent Advisors, LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Somer Al Juma is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in various roles including administrative support for a religious organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and research capabilities.

Melissa Rodriguez is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 21 years of industry experience, including roles at Park Avenue Securities, Axa Advisors, and The Guardian Life Insurance Company of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver written recommendations tailored to clients' goals.

Maciel Porrao is a CFP® professional with seven years of industry experience, currently serving as an advisor at Charles Schwab in Wesley Chapel, FL. His prior roles include positions at Fisher Investments, Merrill, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Paul Evans is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Total Quality Logistics, Erudito/Eigen prep, and Valdivia. Outside of his advisory role, he is a co-owner of a family rental property in Lithia, Florida. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Mariah Peaster is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. Her prior roles include positions at MML Investors Services, Northwestern Mutual, and Opta Financial. Outside of advising, she works as a sign language interpreter and is involved in commercial and residential real estate sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary options and access to various third-party money managers.

Julie Sevelius is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has served in the US Army since 2002 and has been with Raymond James & Associates since 2015. Outside of her advisory work, she is affiliated with the Academy At the Lakes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jose Guevara is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has held multiple roles within J.P. Morgan entities since 2015 and was previously involved with Jara & Guevara, LLC. Outside of his advisory work, he is a property owner involved in managing rental real estate holdings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis through a structured due-diligence process.

David Townsend is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding the CFP® and Series 66 designations and bringing 24 years of industry experience. He has been associated with Raymond James and its related entities since 2015. Townsend also serves as trustee for his father and step-mother's life insurance trust. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to align recommendations with client goals.

Alexander Ezra is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked in financial services since 2017, including prior roles at Publix and the University of South Florida. Alexander serves on the advisory board of Darby Community Church, where he provides guidance on financial stewardship and accountability. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Lillian Cucuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has been associated with Primerica since 1986. Outside of her advisory role, she is involved with HIS Creations, LLC in Land O Lakes, FL. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and maintains approximately $15.5 billion in assets under management through a large network of financial advisors.

Kevin Colosimo is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2012, including an eight-year tenure at Charles Schwab Bank Ssb, and spent one year at TD Ameritrade. Charles Schwab & Co., Inc. serves mostly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

Jerry Reimer is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation. 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 that covers a broad range of topics, delivered either as a one-time or ongoing engagement, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Russell Diamond is a CFP® professional affiliated with Osaic in Tampa, FL, with 16 years of industry experience. He has worked at Osaic since 2018 and previously spent five years at Jhfn Sii. Outside of his primary role, he is involved with Platinum Financial Group, conducting investment advisory and insurance business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset allocation and portfolio management tools across a complex corporate structure with multiple mergers and third-party arrangements.

Jared Kohn is a financial advisor at Edward Jones in Lutz, FL, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience, all with Edward Jones since 2015. He serves as a member at large for Congregation Beth Am in Tampa, facilitating community and outreach events, and also performs wedding ceremonies as a Notary Public. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Kari Neller is a financial advisor at Edelman Financial Engines with 15 years of industry experience and holds a Series 65 designation. Prior to joining Edelman Financial Engines in 2026, she worked at Independent Financial Partners and LPL Financial, among other firms. Outside of her advisory work, she is also a licensed realtor assisting buyers and sellers with real estate transactions through Premiere Property Solutions. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Cetera, USAA Financial Planning Services, and PNC Wealth Management. Outside of his advisory role, he is involved in business entities including ZFL Industries LLC, where he serves as owner and manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.