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.

Tyson Martin is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geoffrey Balkcom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Jeannie Holliday is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2012. Her prior work includes roles with Network Professionals Inc. She is also involved in a business that owns and leases office space in Land O Lakes, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non‑discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance offerings.

Charles Young III is a financial advisor with Merrill holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously held positions with various insurance carriers and Waddell & Reed Inc. He also spent nine years at Post University. 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, pension plans, corporations, and charitable organizations.

Glenn Fasani is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Axa Advisors, LLC for 20 years before joining Ameriprise Financial Services, Inc., and subsequently Ameriprise. Outside of his advisory role, Fasani serves as Chairman of the Tampa Bay Bowl Association for 2025-26 and holds positions on the boards of the Gulf Coast Legacy Planning Council and Financial Beginnings, a nonprofit focused on financial education. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Trey Hayes currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he partners with individuals and families to align Fidelity's resources with their specific financial plans, striving to understand their unique situations and goals. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2019 to 2025. Before joining Fidelity, Trey held leadership positions including Chief Portfolio Strategist at Park Avenue Wealth Management from 2017 to 2019 and Chief Operating Officer at Pence Wealth Management from 2015 to 2017. He served 26 years as an Intelligence Officer in the US Army, an experience that continues to influence his professional approach. Trey's personal interests include family activities, fitness, military service, reading, and traveling.

Tara Fiber is a financial advisor at Wells Fargo Advisors with three years of industry experience. Prior to joining Wells Fargo in 2025, she worked in various dental offices, including Paul Caputo, DDS/Coral Reef Dental, where she currently serves as a dental hygienist on a part-time basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that leverage Wells Fargo research and tools to develop customized recommendations.

Nicholas Grande is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and having approximately five years of combined work experience across financial services and other industries. His professional background includes roles at Bank of America and U-Vest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and access to research and model portfolios.

Jeane Andersen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Hirschberger Financial Services and the University of Pittsburgh. Andersen has a varied background with experience in both financial services and other sectors. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals and has a distinct municipal advisory affiliation uncommon among large institutional advisors.

Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a board member, treasurer, and finance chair for Morton Plant Mease Healthcare, where he participates in meetings related to hospital expansion, fundraising, and community advocacy. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Salvatore Vaccaro is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Wilshire and Edward Jones. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and has advisory roles in multiple registered investment companies and fund-of-funds.

Heywood Turner III is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, Turner serves on the board of the Early Childhood Council, a nonprofit focused on screening children for developmental issues, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Logan Bennis is a CFP®-certified financial advisor with four years of industry experience, currently with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Kovack Securities and GreenBridge Wealth Management. Outside of his advisory work, he manages rental arrangements for rooms in his home in Palm Harbor, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a wide advisor network with specialized services including municipal advisory and SIMPLE IRA employer consulting.

James Ciocia is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. In addition to his advisory work, he is involved in tax preparation services through his ownership of JPC TWM LLC and work with Generations Tax and Wealth Management. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across discretionary and non-discretionary programs.

Rudolph Ramirez is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Primerica Advisors since 2016 and Primerica Financial Services since 2015. Outside of his advisory role, he is CEO and silent partner of T and J Consulting, a business that assists new companies with policy and structuring. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and provides support for trade execution and account custody through established custodians.

Orlan Bennett is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Tormey is a financial advisor at Edward Jones in Tampa, FL, holding a Series 63 designation with 37 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Michael Moore is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and 65 licenses and bringing eight years of industry experience. His prior roles include positions at Avantax Advisory Services, Coastal Equities, and HD Vest. Outside of financial advising, he is the managing member of MSM Accounting and Tax Services LLC and serves as treasurer on the board of directors for Estates at Cobbs Landing. He is also involved with BB Carts LLC, focusing on golf cart repair and restoration. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Latimer is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial, JP Morgan Chase Bank, and Horace Mann Investors. Outside of advising, he co-owns Sterling Innovations, LLC, an e-commerce business managing product shipping and inventory with his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with extensive program options and affiliations.