Nancy Toro Delcid De Figueroa is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill and Bank of America from 2016 to 2024. Outside of her advisory role, she is co-owner of a property management business in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various investment strategies including model portfolios and third-party asset management.

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.

Teleshia Jones is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Primerica Advisors since 2022 and previously spent 15 years with Orange County Public Schools. Outside of her advisory role, she is co-owner and director of Dynamic Supports and Service, a personal care support service for individuals with developmental or intellectual disabilities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using a tiered wrap fee structure.

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.

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.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary 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.

Kevin Riscassi is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes positions at Grimaldi's Pizzeria, Conch House Marina, and PFS Investments Inc. He is also affiliated with Flagler College, Bishop Verot High School, and Lexington Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

Gerald Reid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Primerica Financial Services since 1991 and is also associated with PFS Investments Inc and EHR Financial Group. Outside of advisory roles, he is a managing member of RVP Training Center LLC and owns Gerald Reid & Assoc., Inc., an investment-related business. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trade execution to BNY Mellon Advisors, operating under a tiered wrap fee structure.

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 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.

Jean Buckholz is a financial advisor with Raymond James & Associates in Temple Terrace, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at various Raymond James entities as well as Waller & Wax Advisors, Inc. Since 2016, she has served as a power of attorney and personal representative. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.