Jeffrey Davis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he is involved in outside disability sales and has a side activity related to life settlements through Ashar Life Settlement. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models delivered through third-party asset managers and proprietary programs, focusing on client information gathering and risk assessment to tailor investment solutions.

William Walters III is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is also employed at Eliah Ewing Enterprises, PLLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning advice through a centralized service team working alongside clients' advisors.

Brian Sinclair is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Suncoast Credit Union, CUNA Brokerage Services, and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages funds of funds, and delivers model portfolios across various platforms.

Amanda Murphy is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 1999 and previously worked at Pasco Hernando State College in 2017. Outside of her advisory role, Murphy serves as a committee member for Business Networking International and is on the advisory board and finance/investment committee for the Richey Suncoast Theater. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning, investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Nicholas Linder is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2021. His prior experience includes roles at YCOM Inc and involvement with Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Aleksandr Kuzmin is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Merrill and Bank of America, N.A. for nine years. Outside of advising, he manages an online retail business specializing in LED lights. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michelle Fulkerson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2002. 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 a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Graham is a financial advisor with Ameriprise in Tampa, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018, with prior roles at Aflac and other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning through a collaborative, non-discretionary approach using proprietary research and tools.

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.

Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, Guggenheim Investments, and UBS Financial Services. Clark is based in Lutz, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Carlos Cabrera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His career includes roles at Charles Schwab Bank, USAA Investment Management Company, and Morgan Stanley. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investments due diligence, and centralized operational infrastructure.

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.

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.