Alexander Russello is a Series 66 registered financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Grow Financial Services, Cuso Financial Services, and Grow Financial Federal Credit Union. Outside of advising, Russello has extensive experience at Kumon Math and Reading, where he worked for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Spooner is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016 following a tenure at Woodforest National Bank. He is president of Spooner Financial Group, LLC, which handles business operations and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Cetera, USAA Financial Planning Services, and PNC Wealth Management. Outside of his advisory role, he is involved in business entities including ZFL Industries LLC, where he serves as owner and manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.

Gustavo Delgado Alicea is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 30 years of industry experience. He has previously worked with firms including Cetera Advisor Networks, Summit Financial Group, J P Turner & Company Capital Management, JESUP & LAMONT Advisors, and LPL Financial. Outside of his advisory role, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC for nine years. Outside of advising, he owns and operates a real estate company that invests in foreclosures and tax liens. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and recent consolidation activity.

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. Raymond James & Associates 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, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of investment strategies and municipal advisory capabilities.

Bendigo Agnew is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2020. Prior to this, he held roles at USAA Investment Management Company and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment guidance alongside custodial and brokerage services.

James Moore is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Moore is a 10% partner in Roosters Restorations, a landscaping and lawn maintenance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s planning services cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option.

Roy Echols is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a 22-year tenure at CUNA Brokerage Services, Inc. He has also been associated with Suncoast Schools FCU / Members Trust Company for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions, including third-party asset management access and institutional platforms, supported by extensive operational and research tools.

Anthony Walsh is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Seema Jain is a financial advisor at Axiom Paragon Services LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Jaffe Tilchin Investment Partners, LLC, and Axiom Business Consulting, LLC, where she is also a CPA and owner. Jain is the CEO and founder of multiple business consulting and real estate companies in Tampa, FL. Axiom CPA serves individuals, high-net-worth clients, and businesses by providing tax, accounting, and business-planning services while referring clients to unaffiliated investment adviser firms. The firm does not manage assets directly but offers solicitor referrals to third-party advisers.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.