Travis Stivender is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including 17 years at Raymond James Financial Services Advisors and a role as Vice President of Johnson Stivender Wealth Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Diana Persaud is a financial advisor with LPL Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is involved in non-variable insurance products, including health, dental, and Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by in-house and third-party research, and provides both discretionary and non-discretionary management options.

Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He focuses on investment and economic analysis and client relationship development, working closely with business owners and high-net-worth individuals to develop customized, goals-based wealth management strategies. Kyle conducts diligent research of market and economic trends aligned with his clients' financial needs and objectives. Before joining Merrill in 2017, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. His work has been recognized through inclusion in Forbes' "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, the "Top Next-Generation Wealth Advisors Best-In-State" list in 2023, and "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Kyle holds a Bachelor of Science in Finance and Business Management from Florida State University and holds Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Kyle enjoys spending time outdoors and engaging in community activities. He resides in Tampa with his wife, Erin, and daughter, Grayson.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including prior roles at Merrill and Bank of America. Malone has been with J.P. Morgan Securities since 2017 and also works with JPMorgan Chase Bank NA and MCAO, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors and operates within a broader organization that includes security-based swap dealer and futures commission merchant registrations.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Jeni La Paglia is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2015 and concurrently serves as a Private Relationship Manager and office manager at Bank of Tampa. Outside of her advisory roles, she is also a ridesharing driver for Lyft and Uber. LPL Financial is a registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, institutions, and various organizations through a national network of advisers. The firm provides both discretionary and non-discretionary management solutions and supports a range of investment strategies including model portfolios and alternatives.

Brandon Condori is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ahmed Shiil and Building and Land Technology, prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside established governance procedures.

Michelle Schatzberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Johnson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 40 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Raymond James Financial Services in various capacities from 1998 to 2026. Outside of advising, he is involved in managing several private business ventures including a hunting lease and multiple investment partnerships in Sebring, Florida. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice based on proprietary research and third-party data.

John Straughn III is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including two years at Wells Fargo Advisors, LLC. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, he worked at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in insurance sales and service through multiple brokerages focusing on life insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting, with access to proprietary and third-party research and portfolio management solutions.

Sebastien Risselin is a financial advisor at Merrill in Brandon, FL, holding a Series 66 designation with eight years at Merrill and a total of four years in the industry. Prior to joining Merrill, he worked at Spark Wireless for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marc Avadikian is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing a comprehensive approach to wealth management that starts with listening to clients' needs and understanding their individual goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Marc’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and draws on his professional experience to deliver service aimed at helping clients achieve their personal and financial objectives. He grew up in Florida and continues to reside there. Marc earned a Bachelor’s degree from the University of South Florida, an Associate’s degree from Pasco Hernando Community College, and a high school diploma from Zephyrhills High School. Outside of his professional life, he enjoys adventure sports, basketball, fishing, football, running, skiing, soccer, table tennis, traveling, and spending time with his family.

Marcelo Tebet Filho is a financial advisor with Morgan Stanley in Lakeland, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and involvement with Florida Gulf Coast University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individual clients and through corporate agreements.

John Larkin is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Larkin has worked at LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Steven Morrison is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Morgan Stanley and Transamerica. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gary Willis is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he serves as Chairperson and Board Member of Trinity Apartments of Lakeland. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kurt Elmhorst is a CFP® professional affiliated with LPL Financial, with 23 years of industry experience. He has worked at Allen & Company of Florida, Inc. since 2003 and joined LPL Financial in 2019. Elmhorst is also the owner of an insurance agency, 1401 Insurance Partners, LLC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sergio Arango is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Bank. Arango participates in the Tampa Bay Chamber’s Emerging Leaders committee, which focuses on professional development and community outreach for young professionals in the Tampa Bay area. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.