Ryan Lanning is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at CUNA Brokerage Services, Inc. and Suncoast Schools FCU. Lanning maintains a longstanding connection with Suncoast Schools FCU, where he has been active since 2007. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad financial services infrastructure.

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 in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc. and over four decades with IAT Incorporated. He serves as a board member of the Tampa Bay Estate Planning Council. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Diane Don is a CFP® professional with 21 years of industry experience currently associated with Wells Fargo Clearing. Her career includes multiple positions within Wells Fargo affiliates since 2004, as well as roles at LPL Financial, Ifmg Securities, Inc., and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified investment approach.

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.

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.

Zachary Mayes is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at various roles within Raymond James since 2022. Prior to his career in financial services, he was employed at Berkeley Preparatory School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical modeling and offers specialized advisory programs, including municipal finance and SIMPLE IRA employer consulting services.

Thomas Cowan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and secular return estimates.

Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Justin Penzell is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His work history includes roles at Morgan Stanley, Truist, and Northwestern Mutual Investment Services, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Edward Hennessey is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes seven years at Allianz Life Insurance Company of North America and two years at Sammons Financial Network. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi-billion dollar asset base and offers proprietary model strategies as well as access to third-party advisers.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Corinna Smith is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher in 2019, she held roles at Target and the Oregon State Beaver Store. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Alison Painter is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. She is currently with Cetera, having also worked at Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, Painter is the managing member of an outboard motor sales business and provides trustee services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services. The firm supports both discretionary and non-discretionary accounts and features access to in-house and third-party managers.

Jarott Jaskolka is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and bringing 25 years of industry experience. He previously worked at Ameriprise for 26 years before joining LPL Financial in 2026. Outside of his advisory role, he owns Jarott Christian, LLC, a business used for managing his business-related expenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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 advanced operational and research tools.