Thomas Graff is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for 12 years at McKesson Medical-Surgical. He is based in Tampa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Donna Vestal is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Morgan Stanley. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Russell Toms is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. He also maintains roles at Suncoast Credit Union and Cuna Brokerage Services Inc, both since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Matthew Lenhardt is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. He also has experience at Michigan State University. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Mark Marrazzo is a financial advisor at OSAIC with 24 years of industry experience and holds the Series 66 designation. He has worked at OSAIC since 2024 and previously spent ten years at Woodbury Financial Services, Inc. Marrazzo also owns Total Resource Financial, where he manages his investments and insurance business. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and third-party managed accounts.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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 diverse client base—including individuals, institutional and pension plans, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bradley Pagliaro is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, a range of advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and technology integration.

Kelly Grills is a financial advisor at Thrivent Investment Management with 3 years of industry experience. She holds a Series 66 designation and previously worked in educational roles at Pasco County Schools, Northside Christian School, and Pinellas County Schools. Outside of finance, she provides pet sitting services through Rover alongside her husband. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans across a broad range of topics without managing client portfolios directly.

Lauren Hopper is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliate since 2000. Outside of advising, she serves as Chief Financial Officer of Hopper Enterprises, managing its accounting functions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Stacy Alfonso is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Morgan Stanley Smith Barney LLC from 2011 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Smith Jr. is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1998, having worked at Primerica Financial Services since 1988. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliates of Primerica and owns Freedom Fighters, LLC, a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

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.

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.

Ryan Paape is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. 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 on a variety of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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.

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.

Emilia Galletti is a financial advisor at OSAIC with a Series 66 designation and has been in the industry for less than one year. She has prior experience working with Total Resource Financial LLC and has held various roles outside of finance, including positions at educational institutions and retail companies. Additionally, she is involved with Kara's Greek-KGramms LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

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.