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Zakaria F

Series 66

Tampa, FL

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon B

CFP®, Series 63, Series 65

Tampa, FL

Cetera

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan T

Series 63, Series 66

San Antonio, FL

Fidelity

Ryan Thomas is a financial advisor at Fidelity Investments with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Wells Fargo and has experience in education and the food service industry, including running a small restaurant business. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary research and algorithmic methods.

Charitable giving & philanthropy Active portfolio management
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Keith M

Series 63, Series 66

Odessa, FL

LPL Financial

Keith Mevorah is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 22 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved in mechanical automotive restoration. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided through investment adviser representatives who may use various discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael R

Series 63, Series 66

Land O Lakes, FL

Charles Schwab

Michael Reinhardt is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, Morgan Stanley, and T. Rowe Price, as well as five years of service in the Army National Guard. He has been affiliated with the University of Florida for over a decade. Charles Schwab 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. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a central operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Henry A

CFP®, Series 63

Tampa, FL

Cetera

Henry Alava is a CFP®-designated financial advisor with 37 years of industry experience, currently serving at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency focused on employee benefits, retirement programs, and personal financial planning. Additionally, he holds a board member and social chair position with St. Timothy Catholic Church Men’s Club, where he arranges community social events. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Katrina N

Series 66

New Port Richey, FL

Merrill

Katrina Naples is a Series 66–licensed financial advisor at Merrill with five years of industry experience. She has held roles at Merrill and Morgan Stanley, and has also worked at Bank of America, N.A. Outside of her advisory work, she operates personal retail sales businesses on Facebook Marketplace and eBay. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Carlos C

Series 65

Land O'Lakes, FL

The Grove, Realty and Services, Corp

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

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Adam G

CFP®, Series 65

Land O Lakes, FL

AMG Wealth Management LLC

Adam Gruber is a CFP® professional with 10 years of industry experience. He is currently with AMG Wealth Management LLC, where he has worked since 2020, and previously worked at CPS Investment Advisors. Outside of finance, he teaches secondary math classes at Brandon High School in the Hillsborough County School System. AMG Wealth Management LLC is a small firm based in Land O Lakes, Florida, with two advisors supporting clients in their wealth management needs.

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Thomas G

PFS™, Series 65

Land O Lakes, FL

AMG Wealth Management LLC

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.

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Ryan M

Series 65

Tarpon Springs, FL

Barlas O'Reilly Wealth Management, LLC

Ryan McCarty is a financial advisor at Barlas O'Reilly Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees daily operations and trains independent insurance planners. McCarty is also President of Federation of Federal Employee Benefit Advocates, LLC, focusing on marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team managing approximately $20.5 million. The firm offers discretionary portfolio management and financial planning, with a wrap fee program that bundles advisory services and trading under a single fee structure.

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Terrence O

CFP®, Series 65

Tarpon Springs, FL

Barlas O'Reilly Wealth Management, LLC

Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.

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