Richard Lundahl is a Series 66 licensed financial advisor with Edward Jones in Tarpon Springs, Florida, where he has worked since 2008. He has 18 years of industry experience. Outside of his financial advisory role, Lundahl serves as President and Chief Operating Officer of CKRH Properties LLC, a holding company involved in a commercial and residential building project. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Chucri Chucri is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, Wells Fargo Clearing, Chase Investment Services Corp., and Transamerica Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Cambridge since 2016. Outside of her advisory role, she is the managing member of Devan, LLC, a design consultation firm. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Kimberly Zerbarini is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Merrill since 2014 and concurrently affiliated with Bank of America since 2018. Outside of her advisory role, she serves as a power of attorney in fiduciary capacities for private individuals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taccara Edwards is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, she owns and operates Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment selections and offers a broad array of brokerage and advisory solutions.

Juan Castillo is a financial advisor with J.P. Morgan Securities and holds Series 63 and 66 licenses. He has 16 years of industry experience, including 14 years at J.P. Morgan Securities and ongoing tenure at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Jody Clayton is a financial advisor at OSAIC with 19 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, she worked for Signator Investors, Inc. for 11 years. Outside of her advisory role, Clayton is the owner of a landscaping business and an author of pension-related books. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Raquel Sands is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley and Raymond James Financial, and has held roles outside finance, including positions at SPB Hospitality LLC and Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Saverio Galati II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2021. Prior to that, he was affiliated with Northwestern Mutual and T. Rowe Price. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

Michael Santasania is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2016. In addition to his advisory work, he operates Santa's Marine Service, a business he has managed for over 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports accounts through BNY Mellon Advisors and Pershing custody services.

Shane Stradley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 17 years of industry experience. His background includes long-term service at the Pinellas County Sheriff's Office and roles at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and non-investment related referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party managers and custodians.

Michelle Quay is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, LPL Financial, and CSI Retirement Specialists. Outside of her advisory role, she teaches CrossFit classes twice weekly. OSAIC Wealth serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party management options.

Kimberly Roman is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 wide range of brokerage and advisory solutions.

James Trimboli is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. In addition to his advisory role, he provides consulting services and develops financial plans for clients through Klimis & Associates, Inc. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Dortch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and SunTrust Advisory Services. Dortch is based in Clearwater, FL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Raymond James & Associates since 2005 and previously spent 11 years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and affiliated research.

Brian Bower is a CFP® professional with nine years of experience in financial advising, currently serving at Edward Jones since 2017. Prior to this, he has been involved with Plan B MarineServices since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated financial services through a large network of advisors and branch offices.