Aaron Weinstock is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2018. Prior to that, he was with Invest Financial Corporation for six years and has also been involved with Tampa Bay Federal Credit Union since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Jeffrey Chernoff is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and IAT, Inc DBA Insurance and Trust. Chernoff is active in the Tampa Bay community, serving as Co-Chair of the Tampa Bay Chamber Policy Council and Vice Chair of Stage Works, a nonprofit organization. He also sits on the National Association of Insurance and Financial Advisors Political Action Committee National Board and the Tampa Bay Chamber Executive Board of Directors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client types including high-net-worth individuals, retirement plan sponsors, and charities.

William Morales Jr. is a financial advisor at Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of financial advisors and branch offices.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Amy Furgason is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics. The firm’s approach separates planning from portfolio management and emphasizes periodic plan reviews conducted by financial advisors.

Sloane Fox is a CFP® with 28 years of industry experience currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at Bank of America and Merrill, with tenures spanning over 15 and 17 years respectively. Fox is also the owner of an independent financial planning business, Sloane Financial Planning, operating as a DBA through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers various advisory programs, with unique municipal advisory affiliations and specialized employer consulting services.

Joseph Parker is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he gained experience at Amazon and Crunch Fitness, as well as involvement with Kutztown University and Reece & Rossi Entertainment. He is also associated with Hershey Retirement Solutions, a DBA related to his LPL business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with extensive research and technology tools.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Jonathan Vila is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include 15 years at Valic Financial Advisors and earlier positions at Banc of America Investment Services and Morgan Keegan & Company. Outside of his advisory work, he is a member and owner of Flapjack Social, a pickleball social club based in Atlanta, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, Stephens Inc, and William R. Hough & Co. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

John Lomba is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns Professional Alliance Consultants, LLC, which assists start-up and small businesses in developing business plans and key performance indicators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marcos Stewart is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and Primerica Financial Services since 2014, following a 20-year career at AT&T. Outside of his advisory role, he works part-time as a delivery driver for Door Dash and Uber Eats. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap fee structure rather than fixed fees.

Brent Golden is a financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2017 and holds a Series 65 designation. Prior to joining Fisher, he was affiliated with Baylor University. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Jerry Brewster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Outside of his advisory role, Brewster serves as an elder at Trinity Church of Christ in New Port Richey, Florida, and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Douglas Horner is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding the CFP® designation and Series 66 license with 24 years of industry experience. His prior roles include positions at Harwood Advisory Firm, Strategic Advisers, Fidelity Brokerage Services, and Ameriprise. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations within a non-discretionary program structure.