John Kamkutis is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Jeffrey Chernoff is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with IAT, Inc DBA Insurance and Trust for over a decade. Outside of his advisory role, he serves as Co-Chair of the Tampa Bay Chamber Policy Council and is Vice Chair of Stage Works, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jamie Beineke is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Harbor, FL, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2017 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is the sole proprietor of a property management business in Clearwater, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs along with specialized estate planning strategies.

Joshua Franklin is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Morgan Stanley and NorthRock Partners. Outside of finance, he has been employed at Monicals Pizza and has an educational background from the University of Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Sean Hoolihan is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is the owner and operator of Hoolihan Financial LLC. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.

Jared Colao is a CFP® with ten years of industry experience, currently advising at Edward Jones since 2016. He is based in Trinity, FL. Outside of his advisory role, he is involved in rental property ventures in Florida, including co-owning a short-term rental business near Disney World. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samant Sharma is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Samant organizes client wealth to empower achievement of desired life goals and brings a straightforward, client-focused approach to managing portfolios and addressing financial well-being. With experience serving a diverse clientele including physicians, entrepreneurs, corporate executives, and retirees nationwide, Samant specializes in areas such as college education planning, corporate benefits, family wealth management strategies, philanthropic planning, and services for endowments and non-profits. He maintains proactive client communication to manage lending solutions, insurance needs, estate planning, and tax considerations, drawing on the resources of Merrill and Bank of America. Samant earned a Bachelor's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Boston University. He speaks English, Hindi, and Spanish. Outside of his professional role, Samant's personal interests include running, traveling, and yoga.

Henry Sly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement. The firm's retirement income planning includes a written recommendation report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Kaitlyn Gallant is a financial advisor with LPL Financial who holds a Series 66 designation and has three years of industry experience. She has worked at LPL Financial since 2025 and concurrently at Greenstone Financial Group LLC since 2023. Prior to this, she spent 18 years at Rizzetta & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Carroll is a CFP® professional affiliated with Morgan Stanley, with 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2022 and 2024, respectively. Carroll is also an officer of Carroll's Building Materials, Inc., a wholesale and distribution business in the construction sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Daniel Montana is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He provides invest­ing advice and access to Bank of America's banking and lending services to support clients' comprehensive financial needs. Daniel's expertise extends across several client focus areas, including college and education planning, employee benefits planning, family wealth management, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes a one-on-one approach to define clients' goals and tailor portfolio strategies accordingly, adjusting them as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Brick Township High School. Daniel communicates with clients in both English and Spanish. Outside of his professional role, he engages in activities such as cooking, running marathons, playing soccer, spending time with family, traveling, and watching movies.

Guilherme Lopes Gauzzi is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Edward Jones for two years and has held positions in various companies including Itau Unibanco SA and Bunnings Group Limited. 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 and pension plans, and offers financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Linda Goodson is a Certified Financial Planner (CFP®) with 30 years of experience, currently affiliated with Morgan Stanley in Palm Harbor, Florida. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she is a partner in Good Sun Enterprise, LLC, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Richard Meadows is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations. He has 33 years of industry experience, including more than a decade with Wells Fargo firms. Meadows serves as an executor for a family estate in addition to his advisory work. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through its network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Marcos Stewart is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and Primerica Financial Services since 2014, following a 20-year career at AT&T. Outside of his advisory role, he works part-time as a delivery driver for Door Dash and Uber Eats. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap fee structure rather than fixed fees.