Lillian Collazo is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Rapid Trace and the Veteran’s Administration. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice based on extensive investment research and a collaborative client-advisor approach.

Joseph Aramini is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and fund advisory. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios.

Austin Roberts is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. His background also includes positions at the University of South Florida and Treasure Lanes. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibility for multiple registered investment companies.

Kelly Eales is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Charles Schwab in 2020, she worked at USAA Investment Management Company and USAA Financial Planning Services. She also has experience with Get a Grip Total Fitness. Charles Schwab serves a large client base primarily composed of 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 discretionary separate managed accounts and offers multi-asset model portfolios and alternative investment options.

Gina Granich is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and the Moffitt Cancer Center. Granich also operates Emphasize Financial Planning, LLC, where she develops comprehensive financial plans and manages assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

Natalie Josic is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience as a mobile public notary and volunteer provider of inner healing therapy sessions through her church network. Josic also assists clients with 401(k) education and support as an associate at Investpro Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to municipal advisory services.

Frederick Rappina is a financial advisor at Cetera with 10 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior experience includes roles at MML Investors Services and MassMutual. Outside of his advisory work, he is an author who began writing a book in 2024 and is involved in a land leasing and farming business with his spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to third-party money managers.

Maria Giacalone Mozo is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley and Foresters Financial Services. Outside of advising, she was involved with the Arts Conservatory for Teens for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services supported by extensive operational tools and a broad platform of non-advisory financial activities.

Audrey Hirst is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 66 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Flagship Bank, Lake Michigan Credit Union, Pilot Bank, and PFS Investments Inc. She serves on the USF Alumni Association National Board of Directors and is a part-time adjunct professor at Baker College. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, providing advisory services through a network of advisors who present model-based recommendations supported by third-party asset managers and custodial services.

Anthony Russo Jr. is a financial advisor with Ameriprise in Wesley Chapel, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Angel Figueroa is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan and SunTrust Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with more than 10,000 advisors and approximately $256 billion in assets under management.

Francis Stoshak is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill and Florida Atlantic University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.

Gregg Lynch is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors, and he is also the owner of LGL Wealth Management, LLC. In addition to his advisory work, Lynch is president and co-owner of Lynch, Cotton & Associates, PA, a CPA firm providing accounting and tax services for over 30 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Josephine Aiosa is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Charles Schwab Bank and USAA in various advisory roles. Outside of her advisory work, she is employed as a hearing-impaired interpreter at Purple Communications. 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 other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies across multiple asset classes.

Eddy Suriel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked previously at Bank of America, Merrill, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers research-driven investment solutions through a large network of financial advisors.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”

Catherine Kenney is a financial advisor with Primerica Advisors in Land O Lakes, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2017 and 2019, respectively. Outside of her advisory role, she has experience in other business activities related to loan product sales and home security referrals. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies overseen by unaffiliated managers and supported by custodial and trade execution services through Pershing.