Baunit Acosta Calderin is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping athletes, business owners, and families create purposeful financial strategies tailored to their unique priorities and goals. Baunit emphasizes collaboration in developing personalized plans that address family wealth management, legacy planning, personal retirement planning, small business strategies, and supporting women with wealth. Baunit holds an Associate's Degree from Hillsborough Community College and holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and serves as a resource for comprehensive financial guidance, including investing, retirement planning, and access to banking and credit solutions through Bank of America specialists. Outside of his professional work, Baunit enjoys camping, music, skydiving, spending time with his family, and watching movies. He is associated with professional organizations such as the American Cancer Society, St. Jude, and Susan G. Komen.

James Berndt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth. His prior roles include positions at Corient, The Mather Group, EY/Tapfin, Kraft Heinz, Enterprise, and Finametrics. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Bryan Rooney is a financial advisor with J.P. Morgan Securities holding a Series 66 license and three years of industry experience. He has worked at various entities including J.P. Morgan Chase Bank, City First Mortgage Services LLC, and is currently involved with Beachgrove Homes, Inc., a real estate investment holding company where he serves as an owner and partner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Heath is a financial advisor with LPL Financial in Brandon, FL, holding the CFP® and ChFC® designations and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Edward Jones for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Samantha Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, World Electric Supply, and Supply Chain Equity Partners. She has been involved with the Academy of the Holy Names since 2014 in a capacity outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Bunting is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2003 and holds Series 63 and Series 66 designations. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Freebern is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Wallace is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mark Marrazzo is a financial advisor at OSAIC with 24 years of industry experience and holds the Series 66 designation. He has worked at OSAIC since 2024 and previously spent ten years at Woodbury Financial Services, Inc. Marrazzo also owns Total Resource Financial, where he manages his investments and insurance business. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and third-party managed accounts.

Stacey Pittman is a CFP®-designated financial advisor with 12 years of experience, currently affiliated with LPL Financial and the Bank of Tampa in Tampa, FL. She serves as Managing Director of BT Wealth Advisors, the wealth management division of the Bank of Tampa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of model portfolios.

John Fletcher is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2019. 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 a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL Research and various third-party providers.

Cynthia Niesen is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2020 and previously served in various roles at USAA Investment Management Company and USAA Financial Advisors from 2014 to 2020. She is based in Tampa, Florida. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Lisa Kennedy is a financial advisor at OSAIC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors, Inc. from 2016 to 2018. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Craig Federer is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2014. Federer serves as a board member and finance committee member for the Tampa Theatre, a nonprofit organization. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erin Floyd is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked in both financial services and credit union sectors since 2018. In addition to her advisory role, Floyd is involved with Floridacentral Financial, where she manages client paperwork and administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory services.

Frank Welch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Cetera since 2018 and previously spent over a decade with SunTrust Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to both affiliated and third-party managers.

Mari Nesse Wyssbrod is a financial advisor with LPL Enterprise holding a Series 66 designation and 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC from 2002 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Aidan Santorsa is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by connecting them with tailored plans and processes to support their unique ambitions. His services include planning and funding for education, retirement lifestyle and healthcare cost coverage, and long-term family financial goals. Aidan's approach emphasizes simplicity and transparency in the investment process. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from West Virginia University. Aidan's professional philosophy centers on helping clients identify their personal priorities and creating strategies to pursue their financial objectives.

James Pillow Jr. is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds a Series 66 designation and previously worked at Moors & Cabot Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management and platform options.

Tyler Lank is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2022. Prior to his financial services career, he held positions at several hospitality and retail businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers various specialized planning programs.