Kaitlyn Gallant is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously spent two years with NEXT Financial Group, Inc., alongside concurrent experience at Greenstone Financial Group LLC since 2023. Gallant was also with Rizzetta & Company from 2006 to 2024. 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, with a broad range of advisory and non-advisory financial services.

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.

Glenn Caldwell is a financial advisor with Wells Fargo Clearing, holding CFP® and several securities licenses, and has 26 years of industry experience. His prior roles include positions at Truist Investment Services, TIAA-CREF, and Banc of America Investment Services. Outside of his advisory work, he acts as a personal representative for his mother in Fairfax, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jerry Brewster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Outside of his advisory role, Brewster serves as an elder at Trinity Church of Christ in New Port Richey, Florida, and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Michael Hill Jr. is a Series 66 licensed financial advisor with Edward Jones in Lutz, Florida, possessing seven years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Marine Corps and briefly played for the Tampa Bay Buccaneers. He also serves on the board of the Reconnection Education Center, a nonprofit school in Odessa, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Eric Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for four years before joining Wells Fargo in 2016. Holder serves in leadership roles with the Florida Security Dealers Association, including as vice president and secretary. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Luke Drummond is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes a position at Morgan Stanley and involvement in the United Shores Professional Baseball League. He also operates Generations Tax and Wealth Management LLC, providing tax-related services and wealth management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Christopher Mergardt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Wells Fargo Bank since 2015 and Barclays Capital Inc. from 2010 to 2011. Outside of his advisory work, he serves as a power of attorney for a family member, assisting with legal and financial matters. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Nicoletti is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Wesley Chapel, FL. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, after previously working at Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines systematic quantitative screens and qualitative research, incorporating forward-looking capital market assumptions, with implementation and portfolio services supported by related investment-management entities.