Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. 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 employs over 14,000 financial advisors.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Jason Carrier is a financial advisor with Thrivent Investment Management in Tampa, FL. He holds a Series 66 designation and has 20 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, delivered separately from managed-account services.

Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.

Michael Yacavone is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and the Perez-Calhoun Law Firm. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Scott Papes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He serves on the East Lake Recreation Advisory Board and the East Lake Youth Sports Association, advising on the operation and finances of local youth sports facilities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Cheryl Burbano is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Burbano is an author who contributed a chapter on financial planning for women in Larstons Black Book on Personal Finance and provides pro bono financial planning services to military families through Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Christopher Toscano is a CFP® certificant with 23 years of industry experience and has been with LPL Financial since 2009. He is based in Palm Harbor, FL, and holds the Series 66 designation. In addition to his advisory work, he provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolio options.

Stacey Pagan Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Andrew Purdy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. Charles Schwab & Co., Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative investment onboarding process.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services and focuses on educating clients to help them achieve their financial goals through personalized strategies. Janet holds a Bachelor's degree in economics from the University of Michigan and has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Committed to community involvement, Janet follows the Merrill tradition of participating in local organizations, volunteering with groups including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. She resides in Tampa, Florida, and has been married since 1984, with her team serving clients in Clearwater, Florida, and Farmington Hills, Michigan.

Veikko Vasara is a financial advisor with Mass Mutual Investors Services holding the ChFC® and Series 63 designations. He has 38 years of industry experience, including nearly three decades at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Vasara also works as an independent insurance agent specializing in a range of insurance products, including dental, disability, life, and long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze client goals.

Thomas Currier is a Planning Consultant at Fidelity Investments, where he works with clients and their families to develop financial plans tailored to their individual goals. In his role, he focuses on understanding clients' objectives and assisting them in managing risks to support their desired lifestyles. Thomas has held various positions within Fidelity Investments, including Relationship Manager, Investment Solutions Representative 1, and High Net Worth Associate. Prior to joining Fidelity, he worked as a Financial Associate at Equitable Advisors. No additional information about his education, credentials, personal interests, or community involvement has been provided.

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.

David Findley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked at several firms including Fisher Investments, Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has prior experience working at Wanderers Country Club and Boston Market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

David Mobley is a financial advisor with Primerica Advisors in Davie, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior work includes roles at Primerica Financial Services since 2003, Publix Supermarkets, and self-employment. Outside of advising, he serves as president of Tandi Enterprises, Inc., the legal entity for his Primerica business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management and trading implementation.

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.