Cody Kimble is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab & Co. since 2021 and Edward Jones from 2017 to 2021, preceded by four years at Publix and a decade in full-time education. Charles Schwab & Co. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, integrating custody, brokerage, and advisory services in a centralized model.

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.

Mark Rediger is a Series 66 licensed financial advisor with Edward Jones in Hudson, FL, where he has worked for 12 years. He has experience serving a broad client base within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Christopher Clark is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2016. Prior to that, he was an advisor at Truist Investment Services and BB&T Investment Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Charles Medina is a financial advisor at Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Anis Dridi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 within a non-discretionary advisory framework.

Shane Atwood is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2013 and Morgan Stanley Smith Barney LLC since 2007, following eight years at Citigroup Global Markets. Outside of advising, he manages a rental property and serves as a trustee in estate administration. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while offering a broad range of retail and institutional investment services.

Justine Nostrom is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Merrill and Fidelity Brokerage Services before joining Fidelity Investments. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies and AI-driven research in model portfolio development.

Jonathan Williams is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at Wells Fargo Securities and Wells Fargo Bank since 2010. Williams serves on the finance committee for Families Forward Charlotte, where he participates in quarterly meetings and financial strategy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through more than 14,000 advisors.

Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Swift is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She joined Ameriprise in 2021 and has prior experience in educational roles at Florida State University and Countryside High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Doreen Connolly is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she has served as president of a parent group for a performing arts academy and was the president of a nonprofit organization called The Krewe of Ann Jeffrey. 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 non-discretionary investment consulting supported by a nationwide adviser network.

Tyson Martin is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. He is based in Clearwater, FL. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Geoffrey Balkcom is a financial advisor with LPL Financial in Trinity, Florida, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial, where he operates a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, and institutional clients. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Charles Young III is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019, and previously spent nine years at Post University. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trey Hayes currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he partners with individuals and families to align Fidelity's resources with their specific financial plans, striving to understand their unique situations and goals. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2019 to 2025. Before joining Fidelity, Trey held leadership positions including Chief Portfolio Strategist at Park Avenue Wealth Management from 2017 to 2019 and Chief Operating Officer at Pence Wealth Management from 2015 to 2017. He served 26 years as an Intelligence Officer in the US Army, an experience that continues to influence his professional approach. Trey's personal interests include family activities, fitness, military service, reading, and traveling.

Tara Fiber is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Before joining Wells Fargo Advisors, she worked in the dental field as a dental hygienist and has experience in various roles including private dental offices. She currently maintains a part-time position as a dental hygienist at Coral Reef Dental. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, risk, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels, providing tailored recommendations based on proprietary research and planning tools.

Nicholas Grande is a financial advisor with LPL Financial based in Clearwater, FL. He holds the Series 66 designation and has professional experience including roles at Bank of America and U-Vest Financial. Nicholas's background also includes work in various service industry positions and full-time studies prior to entering financial advising. 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 supported by technology tools and a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Jeane Andersen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Hirschberger Financial Services and the University of Pittsburgh. Andersen has a varied background with experience in both financial services and other sectors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals and has a distinct municipal advisory affiliation uncommon among large institutional advisors.

Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He serves as a board member, treasurer, and finance chair for Morton Plant Mease Health Care, participating in meetings and fundraising efforts. 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 with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.