Ines Ross is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Ross has an ownership interest in a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kelsey Stockhausen is a Series 66-registered financial advisor with seven years of industry experience. She has worked at OSAIC since 2023 and previously held roles at FSC Securities Corp and Wagner Advisor Group. She also assists Vice President and CFP Cathy A Wagner in client meetings and service oversight. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analyses to construct portfolios across various asset classes and investment restrictions.

Moriah Webb is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill and the Florida State University Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Gregory Walters is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, including six years in his current role. Outside of advising, he is involved in a luxury shoe design startup and manages a business ownership entity related to a former Ameriprise Financial franchise. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shane Frye is a financial advisor with Edward Jones in Tarpon Springs, Florida, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with Chem Dry of Nashville and in home energy insulation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 advisors.

Stephen Weston is a financial advisor with Primerica Advisors in Tampa, FL, holding a Series 65 credential and 12 years of industry experience. He has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Aquarius Worldwide Enterprises, LLC, which operates home care businesses including protective sealant application and professional cleaning services. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Inez Johnson is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. She has experience working at Thrivent Financial and previously spent 11 years at J.P. Morgan Chase & Co. Outside of financial services, she works as a substitute contractor for Pasco County Schools, occasionally volunteering at school events. 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 financial planning that covers various topics but does not include implementation or discretionary portfolio management.

Charles Walker is a CFP® professional with 42 years of experience in financial advising. He is currently with OSAIC since 2024 and previously worked at Investacorp Advisory Services, Inc. and Securities America, Inc. In addition to his role at OSAIC, Walker owns and operates multiple advisory and financial services firms, including Cornerstone Wealth Management and Cornerstone Wealth Advisors, and is involved in managing a scholarship program through Cornerstone Wealth Advisors. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Paul Mittman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and ABM Health Care Services. Before entering finance, he spent over two decades in education. 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, institutional investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christina Cardone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including over a decade at Morgan Stanley Private Bank, N.A. She is also the manager of Alouette Holdings LLC, an investment and finance-related business based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate agreements.

John Clifford is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of advising, he is president of Jay Clifford LLC and operates Clifford Collectibles, a sports cards and memorabilia business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rosary Falero is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wells Fargo Clearing in Tarpon Springs, FL. Prior to joining Wells Fargo in 2019, she worked at Marquis Bank from 2016 to 2019. Outside of her advisory role, she co-owns a residential and commercial remodeling company and serves on the finance council of St. Patrick Catholic Church, as well as on the City of Miami Beach Hispanic Affairs Committee. 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 utilizes research and analytics to support diversified investment solutions.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage and investment management capabilities.

Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Nicholas Dukas is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a part-time musician and singer, involved in music recording and performance locally, and serves on the board of St Mark Village, a continuing care retirement center. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Janke is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She previously worked at Summit Financial Group Inc. and Summit Brokerage Services. Outside of her advisory role, she owns and operates a yoga studio in Port Richey, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment strategies, portfolio management options, and financial planning services delivered through a nationwide network of independent advisors.

Pamela Hansen is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Thrivent and its related entities since 2005. Outside of her advisory work, Pamela serves on the board of Cornerstone Family Ministries and participates in several mystery shopping programs and community volunteer activities, including a leadership role with Paint Your Heart Out Tampa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering planning separately from its managed-account services and typically conducting annual reviews of client recommendations.

John Odom is a financial advisor at Raymond James Financial Services Advisors, Inc. in Clearwater, FL, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League, where he reviews and reports on the organization’s financials. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.