Brandt Zimmerly is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of his advisory role, he owns Zimmerly and Associates, LLC, which operates for Primerica business purposes, and is involved with Team HSTL, a non-investment-related venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using Pershing and Primerica Brokerage Services for custody and trade execution.

Taylor Mc Dermott is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory duties, Mc Dermott serves as a trustee for an irrevocable family trust and manages his own S-Corp, handling both financial planning and operational responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and maintains specialized advisory programs, including municipal and SIMPLE IRA consulting services.

Todd Basler is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with PFS Investments Inc. since 1994 and with Primerica Financial Services since 1993. Basler is also involved in several business ventures, including ownership of Basler Group LLC, a Primerica-affiliated investment entity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of advisors.

Trae Vaillant is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at PFS Investments Inc. and Gartner, alongside over a decade with Primerica Financial Services. Outside of advisory work, he owns Destiny Financial and Destiny Family Group, LLC, a health insurance sales business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at National Asset Management and Gilman Ciocia, Inc. He is also a CPA and financial professional at Generations Tax & Wealth Management, where he provides investments, accounting, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, supporting various program options and custodial relationships.

Robert Griffin is a financial advisor at Merrill in Tampa, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, and institutions. The firm’s investment approach includes strategic and tactical asset allocation with options designed for tax-sensitive investors.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cetera and Regions Bank. He is also involved in entrepreneurial activities through ownership and management of non-investment business entities. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Brian Rockwell is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James & Associates since 1996. 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 that includes individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Thomas is a financial advisor at Fidelity Investments with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Wells Fargo and has experience in education and the food service industry, including running a small restaurant business. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary research and algorithmic methods.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. Outside of his advisory role, he is involved in marketing and sales of fixed insurance products through his insurance agency, Total Resource Financial. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers and wrap programs.

Keith Mevorah is a financial advisor with LPL Financial in Odessa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his financial advisory role, he is involved in mechanical restoration as an automotive restorer. 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, retirement plan consulting, and brokerage services supported by research and model portfolios.

Michael Reinhardt is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Fisher Investments, Morgan Stanley, and T. Rowe Price. He also served in the Army National Guard for five years and has been affiliated with the University of Florida since 2012. Charles Schwab serves 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Roy Echols is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cuna Brokerage Services, Inc. and Suncoast Schools FCU / Members Trust Company. Echols is based in Tampa, FL. 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 and incorporating model portfolios and research from various sources.

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

Adam Gruber is a CFP®-designated financial advisor with nine years of industry experience, currently with AMG Wealth Management LLC since 2020. He previously worked at CPS Investment Advisors and also has a long-term role as a high school math teacher in the Hillsborough County School System. Outside of advising, he teaches multiple secondary math classes at Brandon High School. AMG Wealth Management LLC is a small firm based in Land O Lakes, FL, serving clients with personalized financial planning and investment management.

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.