Brianna Randazzo is a financial advisor with Thrivent Investment Management in Lutz, FL. She holds a Series 66 credential and has two years of experience with Thrivent Investment Management and related entities, as well as prior experience at Wells Fargo and Fifth Third. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Norman Raymer is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with OSAIC since 2018. His prior positions include roles at Signator Investors, Inc., Transamerica Financial Advisors, OneAmerica Securities, Inc., and New England Securities. Outside of his advisory work, he is the Secretary of the Trevi Homeowners Association, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio management, supporting a variety of client strategies and third-party manager options.

Philip Buffery is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at Amundi Pioneer Institutional Asset Management, Cetera Advisor Networks, and Potomac Fund Management. He is based in Lutz, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Lynne is a financial advisor with Equitable Advisors in Land O Lakes, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2013. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Gregory Bell is a financial advisor at Raymond James & Associates with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Raymond James Financial Services. Outside of his advisory role, he is an owner of a rental property in Indian Shores, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research.

Greg Ghodsi is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, Ghodsi serves on the Board of Trustees and as Chair of the Capital Campaign for Carrollwood Day School in Tampa. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Ryan Neal is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Berkadia Commercial Mortgage and the New York Department of Education. Outside of finance, Neal works as a personal trainer at LA Fitness in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Michael Simon is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Financial, AXA Advisors, and HSBC. Simon is also an investment program manager for GTE Investment Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

James Harper is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he acts as a co-trustee of his parents’ trusts and is involved in the sale of term life insurance using carriers not available through Raymond James. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs or other providers.

Dustin Johnson is a financial advisor with LPL Financial holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 12 years with Waddell & Reed Inc. Johnson is involved with St. Peter the Apostle Catholic Church, serving on its Finance Committee and Men's Group Board, and is also associated with The Davino Agency, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Calvin Sutton is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His career includes roles at UBS Financial Services and Merrill, as well as a four-year period in the premium cigar industry with Rocky Patel Premium Cigars. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves various clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Michael Legge is a CFP® professional with one year of experience, currently affiliated with Cetera. His prior roles include positions at Northern Trust Company, Sabal Trust Company, and J.P. Morgan Securities LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options for customized investment strategies.

Babubhai Doshi is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2015. Doshi is also the owner of Doshi Financial LLC, where he serves as Branch Manager. 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 employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Peter Dickenson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2016 and has been involved with Primerica Financial Services since 2014. Outside of his advisory role, he is engaged in sales of investment-related and loan products as well as referral activities for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Scott Nightingale is a financial advisor with Merrill in Tampa, FL, holding a Series 66 credential and seven years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he occasionally sells and trades items on eBay to generate profit. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Keyon Smith is a financial advisor at Merrill with 22 years of industry experience. He has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved in an online product sales business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stacy Obney is a financial advisor at Osaic with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley Private Bank and T. Rowe Price Investment Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a variety of advisory and brokerage services delivered through a multi-advisor platform.

Darren Brewis is a financial advisor with OSAIC Wealth, Inc. in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 23 years. Outside of his advisory role, he is owner and president of Platinum Financial Network LLC, a business involved in securities, investment advisory, and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Robert Markovetz Jr. is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Training Technologies and Support and Logistics & Technology Services. He is involved in sales of investment-related products and receives compensation for referrals connected to home security and automation services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports account custody through Pershing, with approximately $15.5 billion in assets under management.

James Ciocia is a financial advisor at Cetera with 38 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at National Securities Corporation and Gilman & Ciocia Inc. in various roles spanning over four decades. Outside of his advisory work, he owns and operates Generations Tax & Wealth Management, a CPA and wealth management firm, and serves as an insurance agent for Universal Financial Consultants, focusing on fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.