Todd Mazur is a financial advisor with LPL Financial in Oldsmar, Florida, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His background includes long-term roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Pinellas Education Foundation. He has also worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors offering diverse financial planning and investment management solutions.

George Hurley is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Outside of his advisory role, he manages rental properties in Tampa during his personal time. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored advice without individual security recommendations in standalone plans.

Christopher Colon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Edelman Financial Engines, LPL Financial LLC, Horace Mann Investors Inc, 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.

Timothy Ferrell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016, following an 11-year tenure at MetLife Resources. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Joshua Vilardi is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James and Associates, Wells Fargo Clearing, Citigroup Global Markets, and Truist Investment Services. Vilardi is president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, and serves as a board member of Tampa Bay Titan 100, an organization recognizing top executives in the region. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a broad range of advisory and brokerage services delivered through an extensive multi-advisor platform.

Scott Nordstrom is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Raymond James Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked with Grow Financial Federal Credit Union and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Weidner is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016, as well as Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Barbara Pietrangelo is a CFP® and ChFC® with 34 years of experience in the financial services industry. She is currently with LPL Enterprise and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides investment advisory and brokerage services, utilizing model-driven portfolios and offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and held roles in a variety of other companies including Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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 covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Michael Yacavone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Company, as well as work outside finance at the Perez-Calhoun Law Firm and in the audiovisual and cigar industries. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from its Investment Institute and third-party sources.

Scott Papes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He serves on advisory boards for local youth sports complexes, including the East Lake Recreation Advisory Board and East Lake Youth Sports Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports various investment strategies and third-party manager programs.

Cheryl Burbano is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Burbano is an author who contributed a chapter on financial planning for women in Larstons Black Book on Personal Finance and provides pro bono financial planning services to military families through Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Andrew Purdy is a financial advisor at Charles Schwab & Co., Inc. in Lutz, Florida, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. 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 operates a dual-registered broker-dealer and investment adviser model, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Pagano is a financial advisor with Edward Jones in Trinity, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spirit Halloween, several epoxy flooring businesses, 9Round Fitness as a trainer, and insurance agencies. He has been involved in fitness training as a side activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Findley is a Series 66–registered financial advisor with J.P. Morgan Securities, based in Wesley Chapel, FL. He has five years of industry experience, including prior roles at Fisher Investments, Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and CUNA Brokerage Services. He is also involved with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools to support advisors.

David Mobley is a financial advisor with Primerica Advisors in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, a period as self-employed, and prior work at Publix Supermarkets. Outside of advisory services, he serves as president of Tandi Enterprises, Inc., a legal entity for his Primerica business, and is involved in the sale of home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, with custody and trade execution supported by BNY Mellon Advisors and Pershing.