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. He also serves as a financial planner and consultant for Klimis & Associates, Inc., providing financial planning and advisory services to clients. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services supported by a broad network of affiliated advisers and multiple advisory platforms.

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 31 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Robert Cann is a financial advisor with Primerica Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments, Inc. since 2011. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation through BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining Raymond James. 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 municipal entities, offering financial planning and consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

Danielle Sagan is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, she worked in education for over a decade and has been an independent consultant for a direct selling company since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is recognized for its extensive national network of advisors and branch offices.

Allie Winchester is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Dicks Sporting Goods, the YMCA of the Suncoast, and East Lake High School. Outside of her advisory role, she is involved with AB Hauling, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management solutions.

David Soiferman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including six years at Ameriprise Financial Services, LLC, and ten years at Ameriprise Financial Services, Inc. He has a background in financial services and is based in Oldsmar, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including 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, utilizing various portfolio management strategies and platform arrangements.

John Mc Connell III is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jessica Dunning is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial. She has worked at LPL Financial since 2014, including her current role at LPL Enterprise starting in 2025. Outside of her advisory work, she owns Defensive Empowerment Academy, where she teaches firearms-related courses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced technologies.

Thomas Graff is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for 12 years at McKesson Medical-Surgical. He is based in Tampa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Donna Vestal is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Morgan Stanley. Charles Schwab serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts.

Russell Toms is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. He also maintains roles at Suncoast Credit Union and Cuna Brokerage Services Inc, both since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Matthew Lenhardt is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. He also has experience at Michigan State University. 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, utilizing model portfolios and research from both internal and third-party sources.

Mark Marrazzo is a financial advisor at OSAIC with 24 years of industry experience and holds the Series 66 designation. He has worked at OSAIC since 2024 and previously spent ten years at Woodbury Financial Services, Inc. Marrazzo also owns Total Resource Financial, where he manages his investments and insurance business. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and third-party managed accounts.

Kelly Kipnis is a CFP® with 25 years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2024, Kipnis worked at Hartford Funds Management Company and Wells Fargo Funds Management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, delivering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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, institutional and pension plans, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.