Ryan Lanning is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Brokerage Services, Inc. and Suncoast Schools FCU. Lanning maintains a longstanding connection with Suncoast Schools FCU, where he has been active since 2007. 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, third-party asset management, and institutional platforms, supported by extensive technology and a broad financial services infrastructure.

Laura Woods is a CFP® with 28 years of industry experience. She is currently with Cetera and has worked at Addessi Financial Partners and Commonwealth Financial Network. In addition to her advisory work, she is a tax preparer and notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a large nationwide network of advisors.

Diane Don is a CFP® professional with 21 years of industry experience currently associated with Wells Fargo Clearing. Her career includes multiple positions within Wells Fargo affiliates since 2004, as well as roles at LPL Financial, Ifmg Securities, Inc., and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified investment approach.

Laura Rehbein is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise since 2005. Outside of her advisory role, she serves on several nonprofit and business boards, including as president of the Network of Executive Women and treasurer of The Centre for Women, and she has authored a general financial book approved for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, written recommendation reports delivered in partnership with financial advisors.

John Swinson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models but generally does not include individual security recommendations in standalone plans.

Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.

James Granich is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has 11 years of experience with the firm. Based in Lutz, FL, Granich has been with Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and sponsors various advisory programs, including a municipal advisor affiliation and specialized offerings like SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Cowan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and secular return estimates.

Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Alison Painter is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. She is currently with Cetera, having also worked at Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, Painter is the managing member of an outboard motor sales business and provides trustee services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services. The firm supports both discretionary and non-discretionary accounts and features access to in-house and third-party managers.

Alex Muscati III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with XELA Ventures, LLC, an entity established for real estate development purposes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment committee inputs.

Kyle Maddock is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Fidelity Investments and LPS Capital LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Justin Cole is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab since 2017. His prior roles include positions at J.M. Cole and Associates, LLC, Jonathan Roberts Advisory Group, Inc., and J.W. Cole Financial. He also manages a rental property outside of his advisory work. Charles Schwab & Co., Inc. 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 financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments supported by centralized operational and custodial resources.

Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved tools to support client decision-making.

Patricia Tippin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2022 and 2023, respectively, and has over two decades of experience at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Steven Nordbeck is a CFP® professional with 39 years of industry experience, currently serving at Cetera Investment Advisors LLC since 2014. He also has a 20-year tenure at Achieva Credit Union. Outside of his advisory roles, he co-owns an equestrian boarding and training business with his spouse. Cetera Investment Advisors LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, corporations, and institutions. The firm operates a multi-manager platform, offering advisors various program options and access to third-party managers.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Stryczny is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at American Wealth Management, Inc., Raymond James Financial Services, Inc., and UBS Financial Services. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a wide range of advisory strategies supported by technology tools.