Frederick Fifield VI is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to assist clients in developing and updating personalized financial strategies.

Rudolf Molnar is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, Molnar is involved in several business ventures including serving as CEO and managing director of Gulf2Bay Enterprises Inc. and engaging in aviation-related activities through other entities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver these services, alongside a broad range of advisory, brokerage, and insurance solutions.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. 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 research-driven investment solutions through a large network of financial advisors.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”

Catherine Kenney is a financial advisor with Primerica Advisors in Land O Lakes, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2017 and 2019, respectively. Outside of her advisory role, she has experience in other business activities related to loan product sales and home security referrals. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies overseen by unaffiliated managers and supported by custodial and trade execution services through Pershing.

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Asagai Brevil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. His career includes positions at Merrill and Wells Fargo Bank prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions, using research and analytics to guide investment decisions within the custodian platform available to each plan.

Stefanie Pontlitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2013 and previously held roles at Independent Financial Partners, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Pontlitz is also involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and advanced research tools.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Claude Romano is a financial advisor with LPL Financial based in Palm Harbor, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. Prior to joining LPL Financial in 2025, he was affiliated with Grove Point Investments, Grove Point Advisors, Lucas Insurance Advisory, Romano Insurance and Financial Planning, H. Beck, Inc., and PRUCO Securities. Outside of his advisory work, Romano owns Warrior One Yoga, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services, including financial planning and access to a variety of investment strategies and institutional platforms, supported by extensive advisor tools and resources.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. for 19 years. Outside of his advisory role, he serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. 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 combines research and analytics with a broad product offering, including brokerage and advisory solutions, and serves a diverse client base with a large network of financial advisors.

Michael Chambers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. prior to his current role. Outside of finance, he was involved with Shrimp Wrecked, a business venture, from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Michelle Weiss is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 66 designations and having 18 years of industry experience. Her career includes twelve years at Wachovia Bank and ongoing roles at Wells Fargo since 2016. She serves as treasurer for the Somerset Elementary School Foundation, assisting with fundraising and board meetings. 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 uses research-driven investment approaches, offering both brokerage and advisory solutions.

John Eussen is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios while utilizing tax-aware strategies and risk management techniques.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Dawn Gatti is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, PNC Capital Advisors, LPL Financial, and Invest Financial Corporation. Dawn is based in Palm Harbor, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.