Victoria Michalski is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its predecessor since 1999. Outside of her advisory role, she serves as Vice President at think2perform, where she coaches financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning focused on income reliability and tax-aware withdrawal strategies.

Diane Herrington is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC for over two decades and owns Herrington Financial Corp, a tax and accounting practice. Outside of advising, she serves as a non-voting board member for Kids Need Both, Inc. and performs as a pianist at weddings and receptions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and approximately $256 billion in assets under management.

Dustin Orr is a financial advisor with LPL Financial in Brandon, FL, holding the Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and served as a CPA partner at Hamilton & Phillips CPA, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bijan Mohseni is a CFP® professional with 27 years of experience, currently serving as an advisor at Raymond James Financial in Tampa, FL. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Mohseni is also the owner of Investpro Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, and Edward Jones. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on operational and research support tools.

Ariana Koruschak is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial and Allen & Co since 2019 and previously spent three years with Capstone Collegiate Communities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jean Buckholz is a financial advisor with Raymond James & Associates in Temple Terrace, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at various Raymond James entities as well as Waller & Wax Advisors, Inc. Since 2016, she has served as a power of attorney and personal representative. Raymond James & Associates 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Cassie Hille is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2021. Outside of her advisory role, she is an independent representative for Norwex, a non-investment related business. Primerica Advisors sponsors 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 created by unaffiliated asset managers and offers discretionary management options supported by BNY Mellon Advisors and Pershing custody services.

Kristine Hartland is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise. Her career includes roles at Ameriprise Financial Services, Peace Wealth Management, and LPL Financial. In addition to her advisory work, she owns Revelation & Restoration, Inc., a consulting business, and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement income planning and ongoing advice through a centralized team working with the client’s advisor.

Amanda Walsh is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has worked at Edward Jones since 2023 and has been a consultant with Scentsy since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Allen & Company of Florida, Inc. and MFS Fund Distributors, Inc. In addition to his advisory work, he is involved with Pinnacle Financial in a non-variable insurance capacity. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Stark is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in entrepreneurial financial ventures, including owning and operating Pioneer Financial Associates Inc. and ONE STOP FINANCIAL. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various investment platforms, proprietary model strategies, and unaffiliated third-party advisers.

Otavio Peruzzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with navigating important financial decisions through personalized financial planning and investment guidance. His areas of focus include liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Unigran and communicates fluently in Portuguese, Spanish, and English. Outside of his professional role, Otavio has interests in music, soccer, and tennis.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James Conrow is a financial advisor with Ameriprise in Plant City, FL, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He spent 10 years at Edward Jones before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

William Marsh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 13 years of industry experience. His career includes roles at USAA Financial Advisors and Waddell & Reed before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Michael Lehman is a CFP®-designated financial advisor with LPL Financial, based in Brandon, FL, and has 31 years of industry experience. His prior work includes roles at Investment Centers Of America, Inc. and Invest Financial Corporation. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.