Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.

Jamie Wingfield is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Outside of her advisory role, Wingfield serves on the Board of Directors for the Carrollwood Area Women's Club and is Vice President of the Belle Glen Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research-driven modeling and tax-efficiency analysis to provide tailored written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Glenn Duncklee is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Paul Weinberger is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including National Securities Corporation and Cetera Financial Specialists LLC. Outside of advising, he is involved in art as an abstract painter and serves as president and tax preparer for Accountants Wealth National Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.

Randall Marcum is a Wealth Management Advisor and Senior Vice President based in Clearwater, Florida. He focuses on understanding the needs and motivations of affluent families he works with, delivering integrated strategies that help further their financial priorities. Randall offers clients a wide range of services including portfolio construction, education planning, liability management, retirement and estate planning strategies, with an emphasis on developing lifetime retirement income streams. He also collaborates closely with businesses to customize retirement and cash management strategies. Randall holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Elon University. Randall works with specialists from Merrill and Bank of America to provide clients with comprehensive wealth management services that integrate investment insights, banking convenience, and lending solutions. Active in his community, Randall follows Merrill's tradition of participating in community service and volunteers with local organizations. His personal interests include baseball, boating, cooking, fishing, golfing, surfing, woodworking, and spending time with his family.

Scott Surace is a financial advisor at Osaic with 34 years of industry experience. He holds the Series 66 designation and has worked at Osaic since 2024. His prior experience includes roles at Woodbury Financial Services, Questar Capital Corporation, and U.S. Allianz Securities. Outside of his advisory work, he owns a sole proprietorship focused on selling fixed annuities, life insurance, long-term care insurance, and providing seasonal tax preparation to his existing clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

John Faler is a financial advisor at Morgan Stanley in Palm Harbor, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Derek Pontlitz is a financial advisor with LPL Financial in New Port Richey, FL, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2010, following prior work at Independent Financial Partners and Wells Fargo Clearing. Outside of his advisory role, he is involved in the sale of fixed insurance products including life, disability, and long-term care insurance. 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 provides a range of advisory and brokerage services with a focus on flexible investment strategies, including model portfolios and third-party asset management, supported by extensive operational and research resources.

Gregg Akin is a financial advisor with Cetera in Tarpon Springs, FL, holding a Series 65 designation and 16 years of industry experience. He has previously worked with Avantax Insurance and has operated Billingham & Akin Financial Services and Billingham and Associates, focusing on tax preparation and investment advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of discretionary and non-discretionary portfolio management and financial planning solutions.

Todd Mazur is a financial advisor with LPL Financial in Oldsmar, Florida, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His background includes long-term roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Pinellas Education Foundation. He has also worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors offering diverse financial planning and investment management solutions.

Christopher Colon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Edelman Financial Engines, LPL Financial LLC, Horace Mann Investors Inc, and USAA Investment Management Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.

Gerald Holman is a financial advisor with Ameriprise in Palm Harbor, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team working alongside financial advisors.

Michael Cox is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of advisory work, he serves in a political capacity with the Pasco County Mosquito Control District and is involved as a partner in an accounting and consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and employer SIMPLE IRA consulting.

Brendan Thon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, previously serving as an Investment Consultant from 2022 to 2024 and as a Workplace Planning Consultant 2 from 2021 to 2022. Brendan focuses on providing personalized financial guidance to help clients pursue their financial goals with informed decision-making. Throughout his career at Fidelity, Brendan has worked closely with clients to ensure alignment and clarity at every stage of their financial planning process. His approach emphasizes collaboration and education to support clients in achieving their financial objectives. Outside of his professional role, Brendan enjoys activities such as beach outings, boating, fitness, exploring food, outdoor adventures, and running.

Joshua Vilardi is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James and Associates, Wells Fargo Clearing, Citigroup Global Markets, and Truist Investment Services. Vilardi is president and owner of Vilardi Wealth Management and Vilardi Wealth Management-Insurance, and serves as a board member of Tampa Bay Titan 100, an organization recognizing top executives in the region. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a broad range of advisory and brokerage services delivered through an extensive multi-advisor platform.

Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked with Grow Financial Federal Credit Union and CUSO Financial Services, LP. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Bogdan is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2023. Outside of his advisory role, he is affiliated as a financial advisor with Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals and supports municipal and public finance work through a unique affiliation.

Michael Murray is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018. His prior experience includes nine years at SII Investments, Inc. and two years at Next Financial Group, Inc. Murray is also a licensed insurance agent offering fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party subadvisors, and custom strategies.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.