Christopher Pagano is a financial advisor with Edward Jones in Trinity, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spirit Halloween, several epoxy flooring businesses, 9Round Fitness as a trainer, and insurance agencies. He has been involved in fitness training as a side activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Dukas is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an advisory board member for the YMCA of Suncoast. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Chase Walker is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked for firms including Securities America Advisors and Janus Henderson. Outside of his advisory role, he oversees an academic scholarship program that awards financial aid to selected students. Osaic Wealth serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and investment advisory services employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Jeremy Henderson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Land O'lakes, FL, he has spent the past 10 years with his current firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Their approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Justin Kissner is a CFP® professional with 10 years of experience, currently serving as an advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, a business established to hold personal property for his Raymond James advisor branch. 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 with a range of portfolio management approaches and affiliated research resources.

Abdulaziz Albasri is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following three years at PNC Bank and PNC Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct diversified portfolios and employs various risk management techniques alongside tax-aware strategies.

Anne Whelan is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 offers both discretionary and non-discretionary services supported by research from Wells Fargo Investment Institute and third-party sources.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Sophia Goode is a Financial Consultant currently working at Fidelity Investments since 2023. She has held various roles within the financial services industry, including Investment Consultant and Investment Management Consultant at Fidelity Investments, Investment Advisor Representative at Jaffe Tilchin Wealth Management, Financial Advisor at Raymond James, Associate Financial Consultant at Charles Schwab, and Financial Representative at Fidelity Investments. Her professional experience encompasses wealth management services such as investment management, retirement income planning, tax and estate strategy planning, business owner planning, and college planning. Sophia collaborates with clients to develop and implement investment and retirement plans tailored to their individual financial goals. Outside of her professional work, Sophia enjoys biking, family activities, outdoor adventures, spending time with pets, and traveling.

Ryan Lanning is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Cuna Brokerage Services, Inc. and Suncoast Schools FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Laura Woods is a CFP® with 28 years of industry experience. She is currently with Cetera and has worked at Addessi Financial Partners and Commonwealth Financial Network. In addition to her advisory work, she is a tax preparer and notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a large nationwide network of advisors.

Michael Chernoff is a financial advisor with OSAIC based in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with IAT Incorporated for over four decades. Chernoff is also a board member of the Tampa Bay Estate Planning Council. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using various portfolio construction tools and third-party solutions to deliver customizable investment management options.

Diane Don is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she is involved in managing a vacation home LLC in Blowing Rock, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Laura Rehbein is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise since 2005. Outside of her advisory role, she serves on several nonprofit and business boards, including as president of the Network of Executive Women and treasurer of The Centre for Women, and she has authored a general financial book approved for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, written recommendation reports delivered in partnership with financial advisors.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Swinson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models but generally does not include individual security recommendations in standalone plans.

Henry Maes is a Financial Consultant currently working at Fidelity Investments. In his role, he provides guidance to clients and their families, helping them work toward their financial goals with clear strategies focused on retirement, investments, and everyday planning. Henry's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as an Associate Wealth Advisor and Relationship Manager at Charles Schwab from 2015 to 2023. Outside of his professional work, Henry has interests in baseball, football, golf, movies, social events with friends, and pets.

Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.