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.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

William Morales Jr. is a financial advisor at Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. 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 various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Jared Colao is a CFP® with ten years of industry experience, currently advising at Edward Jones since 2016. He is based in Trinity, FL. Outside of his advisory role, he is involved in rental property ventures in Florida, including co-owning a short-term rental business near Disney World. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Furgason is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics. The firm’s approach separates planning from portfolio management and emphasizes periodic plan reviews conducted by financial advisors.

Sloane Fox is a CFP® with 28 years of industry experience currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at Bank of America and Merrill, with tenures spanning over 15 and 17 years respectively. Fox is also the owner of an independent financial planning business, Sloane Financial Planning, operating as a DBA through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers various advisory programs, with unique municipal advisory affiliations and specialized employer consulting services.

Guilherme Lopes Gauzzi is a financial advisor with Raymond James & Associates in Trinity, FL. He holds a Series 66 designation and has two years of industry experience, including prior roles at Edward Jones and Itau Unibanco SA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional consulting with a broad range of portfolio management styles and affiliated research resources.

Joseph Parker is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he gained experience at Amazon and Crunch Fitness, as well as involvement with Kutztown University and Reece & Rossi Entertainment. He is also associated with Hershey Retirement Solutions, a DBA related to his LPL business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with extensive research and technology tools.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Kristi Crisman is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 66 designations and 19 years of industry experience. She has worked at Wells Fargo since 2016, following prior roles at U.S. Bancorp Investments and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, Stephens Inc, and William R. Hough & Co. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

John Lomba is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns Professional Alliance Consultants, LLC, which assists start-up and small businesses in developing business plans and key performance indicators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. 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 managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Jessica Stroh is a financial advisor with OSAIC and holds a Series 66 designation. She has one year of industry experience, having worked at OSAIC and Vilardi Wealth Management since 2025, and previously at Capital Planning Group. Outside of her advisory role, she has experience with Gateway Hospice and has been involved with the Monroeville Marlins Swim Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and discretionary management strategies supported by various risk and analysis tools.

Jeffrey Clark is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2002. He operates under CarriageGate Wealth Management, a business related to his LPL activities. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Brent Golden is a financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2017 and holds a Series 65 designation. Prior to joining Fisher, he was affiliated with Baylor University. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.