Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Accurate Advisory Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Cannarella is a financial advisor with Edward Jones in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of Presti Entertainment LLC, an entertainment and wholesale business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large network of advisors and branch offices nationwide.

Matthew Robichaux is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at firms such as The Levine Legacy Group and involvement with education services like Academy at the Lakes. 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 employs tailored, non-discretionary planning and risk profiling supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tori Lewis is a CFP® professional with 27 years of experience in the financial industry. She currently works at LPL Financial and previously had roles at Spc and Sigma Financial Corporation. Outside of her advisory work, she is also an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. Ramroop is also involved with Empower Insurance and Financial Services through her own entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services along with access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with insurance products and a collateralized lending program.

Raymond Shade is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily 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 while maintaining oversight of its investment models.

Kirk Thiel is a Wealth Management Advisor with Merrill Lynch Wealth Management in Countryside, Florida. Since joining Merrill Lynch in 2017, he has specialized in developing customized financial strategies for high-net-worth individuals, families, and small business owners. His approach focuses on goal-based planning to help clients address critical financial questions and pursue their long-term objectives. Before joining Merrill Lynch, Kirk gained five years of experience in the asset management industry. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, retirement income, and portfolio management services. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Kirk holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and is a member of both the Florida State University Alumni Association and the Tampa Bay Seminole Club. He lives in St. Petersburg with his wife, Stephani, and son, Everett. Outside of work, he enjoys basketball, boating, football, skiing, spending time with his family, and traveling.

Annette Ruh is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Morgan Stanley. Outside of her advisory role, she is employed as an associate at Montagna Wealth Management LLC, where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Angle is also involved in several independent business ventures, including ownership roles in wealth management firms and acting as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Barbara Sekely is a Series 66 licensed financial advisor with LPL Financial, based in Odessa, FL, bringing 16 years of industry experience. She previously worked at Waddell & Reed, Inc. for 11 years and has been involved with various insurance carriers and community organizations including Pow Power of Women and CABA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

James Martin is a CFP® with 16 years of industry experience, currently affiliated with Cetera in Tampa, FL. His career includes roles at Regions Bank, BBVA Wealth Solutions, Lincoln Financial Advisors, and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor providing services to individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment solutions.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a broad range of portfolio management styles and affiliated research.

Casey Mathias is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera since 2023. His prior experience includes roles at Principal Securities and Principal Life Insurance Company. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rachel Peeler is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Independent Financial Services, and Rooted Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and consulting using analytical tools such as risk profiling and probability modeling.