Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Swift is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She joined Ameriprise in 2021 and has prior experience in educational roles at Florida State University and Countryside High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. He is based in Clearwater, FL. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Geoffrey Balkcom is a financial advisor with LPL Financial in Trinity, Florida, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial, where he operates a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, and institutional clients. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party 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 Series 66 licensed financial advisor at Merrill with seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019, and previously spent nine years at Post University. 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 model-based and discretionary investment strategies developed by internal and third-party managers, serving 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 a Series 66 credential and three years of industry experience. Before joining Wells Fargo Advisors, she worked in the dental field as a dental hygienist and has experience in various roles including private dental offices. She currently maintains a part-time position as a dental hygienist at Coral Reef Dental. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, risk, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels, providing tailored recommendations based on proprietary research and planning tools.

Nicholas Grande is a financial advisor with LPL Financial based in Clearwater, FL. He holds the Series 66 designation and has professional experience including roles at Bank of America and U-Vest Financial. Nicholas's background also includes work in various service industry positions and full-time studies prior to entering financial advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology tools and a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

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 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He serves as a board member, treasurer, and finance chair for Morton Plant Mease Health Care, participating in meetings and fundraising efforts. 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 with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Salvatore Vaccaro is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Wilshire, Wells Fargo, Edward Jones, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, managing a range of model portfolios and serving as an adviser to multiple registered investment companies and fund-of-funds.

Heywood Turner III is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL. He holds 34 years of industry experience, including 13 years at Mass Mutual Investors Services and over 14 years with Cambridge Investment Research. Outside of his advisory role, he serves as a board member of the Early Childhood Council, a nonprofit organization focused on screening children for developmental issues. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Logan Bennis is a CFP® professional with five years of industry experience currently with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Kovack Securities, Inc., GreenBridge Wealth Management, and several other firms. He is based in Palm Harbor, FL. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 with 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Primerica Financial Services and Seamless Integration. Outside of his advisory role, Ramirez is CEO and silent partner of T and J Consulting, a business that assists new ventures with policy and structuring. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by third parties and offers portfolio management supported by BNY Mellon Advisors and Pershing custody services.

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.