Ann Regina is a financial advisor at Ameriprise with 26 years of industry experience. She has held roles within Ameriprise Financial Services, Inc. and its successor firm since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendations and ongoing planning advice focused on creating dependable income streams and tax-aware withdrawal strategies for clients approaching or in retirement.

Daniel Gardner is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at FSC Securities Corporation and Century Financial Advisors, Inc. prior to joining OSAIC. Gardner is also a partner in Builders MEP Group, a business focused on marketing 401(k) plans. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include a variety of investment products.

Julia Vega is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2009. In addition to her advisory role, she serves as CEO and President of C&E Tax Service, Inc., a tax preparation business she has led since 2004. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Susan Ramsey is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.

Samantha Pairitz Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career has been exclusively with J.P. Morgan entities since 2010, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Liane Hansen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her career includes tenure at BB&T Investments and Truist Advisory Services prior to joining Fidelity. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Bryan Beatty is a CFP® professional affiliated with LPL Financial, with 14 years of experience in the financial industry. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Bryan is based in Palm Harbor, FL. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services supported by LPL Research and third-party subadvisors.

Alejandro Gonzalez is a Series 66 licensed advisor with J.P. Morgan Securities, based in Wesley Chapel, FL, with four years of industry experience. His prior roles include positions at Wells Fargo and Cetera Investment/GTE Fed Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Shavona Floyd is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and First Command Financial Planning. Floyd is also an author and operates businesses offering consulting services and tax preparation, as well as providing insurance products. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services alongside access to multiple investment platforms and third-party money managers.

Niko Sacoolas is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Apple Inc and Tesla. Sacoolas is based in Tarpon Springs, FL. Primerica Advisors is a large firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets and offers a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers.

Kimberly Schiavo is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Investacorp, Inc. for 25 years and Securities America for four years. In addition to her advisory role, she is engaged in life and health insurance sales, including Medicare, averaging about 10 hours per month. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Alan Mevorah is a ChFC®-designated financial advisor with LPL Financial in Odessa, FL, bringing 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advisory services, he is an independent insurance agent selling various life and health insurance products. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports various investment strategies with research from internal and third-party sources.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Jeffrey Dierksheide is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Grow Financial Federal Credit Union and CUSO Financial Services Inc. He is involved with Grow Financial Investment Services, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Robinson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Located in Palm Harbor, FL, Robinson currently serves within Fidelity Investments. Strategic Advisers LLC, a Fidelity 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Brett Harner is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Achieva Credit Union, LPL Financial, The Golden 1 Credit Union, and Cuso Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment and advisory services, including portfolio management and financial planning, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Lawrence Falzone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. In addition to his advisory role, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms and utilizing both proprietary and third-party model solutions.

Jody Zellner is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Jeffrey Matthews Financial Group LLC for six years. Zellner is involved with Safe Harbor Financial Advisors LLC, an insurance agency where she spends part of her time managing non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.