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.

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.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Brandon Moe is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Arcus Family Office Services. Outside of his advisory work, he volunteers with the Johnson Invitational fishing tournament, assisting in sponsorship facilitation and event setup. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate ecosystem.

Cindy Gibson is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory role, she is a managing member and 33% owner of a Longboat Key investment-related entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—and offers non-discretionary financial planning, investment consulting, and institutional fiduciary services.

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.

Patrick Bungo is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Cetera. Outside of his advisory role, he is involved as an insurance agent with Compass Health Consultants, focusing on health, dental, and vision insurance. 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 asset management programs, utilizing a range of third-party advisory models and proprietary programs to deliver personalized investment solutions.

Michael Barranco is a financial advisor with J.P. Morgan Securities in Odessa, FL. He holds the Series 66 designation and has 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011, as well as a position at Pasco Hernando Community College. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research to support its advisory process and incorporates a range of investment strategies, including ESG considerations.

Michael Addessi is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 36 years of industry experience. He previously worked at Commonwealth Financial Network for 22 years and has been associated with HD Vest and Addessi Financial Partners since 1983. Outside of advisory work, he owns an automobile holding company, AFP Autos, LLC. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

W. Tyler Mercier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., and he operates Mercier Financial Group, Inc., which has been active since 1991. He is also commissioned as a notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and a broad range of affiliated financial services.

Eric Brooks is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial and previously held roles at Miller Brooks, LLC and Keystone Wealth Group, where he serves as president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services.

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.

Inez Johnson is a financial advisor at Thrivent Investment Management with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Thrivent, she worked at H&R Block and J.P. Morgan Chase & Co. Outside of finance, she works as a substitute contractor for Pasco County Schools in Florida and volunteers at school events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, written financial recommendations without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Charles Walker is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc., among other firms. Outside of his role at Osaic, Walker is involved in several entrepreneurial ventures, including ownership and leadership positions in multiple financial advisory businesses and a scholarship program supporting higher education. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and flexibility in management styles, supported by a complex affiliate network and private-equity ownership.