Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Invest Financial Corporation, Calton & Associates, Inc., and Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Austin Schonbrun is a CFP® professional with 10 years of industry experience, currently advising at Robert W. Baird & Co. since 2021. Prior to joining Baird, he held multiple roles at Northwestern Mutual from 2013 through 2021. He is based in Tampa, FL. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides comprehensive financial planning and portfolio management services, utilizing both in-house and third-party managers to tailor strategies according to client goals and risk tolerances.

Eliel Alonso is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2012, with prior experience at Branch Banking and Trust. 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-based approaches incorporating diversification and modern portfolio theory.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Michelle Tolmoff is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera Investment Services LLC and related entities since 2015. In addition to her advisory role, she is involved in community engagement activities through GTE Federal Credit Union and provides concierge services and loan referrals as a relationship advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with options ranging from discretionary portfolio management to bespoke strategies, supported by a national network of over 10,000 advisors.

David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.

Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, Alfred is the sole owner of an investment-related business based in Knoxville, Tennessee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Heather Arnell is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2009. Outside of advising, she is involved part-time in selling hair and skin care products for Monat Global Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutional investors with model-based and discretionary investment strategies.

Sean Andrews is a financial advisor with Edward Jones in Wimauma, FL, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2020, he worked at Sienna Biopharmaceuticals, Inc. and Novan, Inc. He serves as President of the Board for the Greater SouthShore Chamber of Commerce in Ruskin, FL. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a range of advisory programs and affiliated investment products.

Nicole Burony Noble is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she serves as a registered Client Relationship Manager for Mark Aho Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non‑discretionary planning and analytical tools to guide client goals and supports municipal and public-finance work through unique affiliations.

Terri Goleno is a financial advisor with Cetera, holding a Series 63 credential and 31 years of industry experience. She has worked at Avantax Advisory Services and Fiduciary Trust, and currently operates her own CPA firm, Terri A Goleno CPA. In addition to her advisory role, she serves as a co-trustee for a family trust and participates on the management advisory board of a family-owned LLC. Cetera operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers through various program structures.

Andrew Bacharach is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 65 credentials and bringing two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank for eight years and Twin Farms for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Duane Chaney is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of his advisory role, he owns Stellar Tennis Events, LLC, which provides tennis event consulting and referral services. Chaney also serves on the boards of local homeowner associations, contributing to finance and investment committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Karen Lewis is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and holds power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nehemiah Auble is a financial advisor with Thrivent Investment Management in Brandon, FL, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Liberty University and involvement with various community and ministry organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed account services under the WealthPlan option.

Kendall Rivera is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank and Ernst & Young. Outside of finance, he operates a cooking Instagram account as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Alexander Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Morgan Stanley and TD Ameritrade, as well as a variety of positions outside finance, including work at Bruno's Draft Kits and Ace Hardware. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Scott Peterich is the Vice President and Executive Planning Consultant at Fidelity Investments, where he partners with executives to help them understand and utilize their employer benefits in alignment with their broader financial objectives. His consultative approach focuses on simplifying complex financial decisions to enable confident decision-making. Scott's career in financial services spans over a decade, including roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026, Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments between 2017 and 2018. He began his career as a Financial Advisor at Merrill Lynch in 2011. Outside of his professional work, Scott has interests in football, golf, pets, skiing, and traveling.

Randy Freedman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Tampa, FL. With over 40 years of experience in financial advising, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategies, tax minimization, and retirement income. Randy works with clients to address significant financial transitions such as retirement, inheritance, and the sale of a business, and coordinates with clients' attorneys, accountants, and other advisors to align financial and legacy strategies. Previously a CPA, Randy holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of South Florida. He provides clients access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for commercial banking and financing needs. Randy's approach involves managing concentrated stock positions and collaborating with a broader team to support clients' financial goals. Outside of his professional work, Randy enjoys a variety of personal interests, including adventure sports, baseball, football, pickleball, racquetball, reading, skiing, spending time with his family, traveling, and watching movies.