Jeffrey Lee is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with JPMorgan Chase Bank NA since 2017 and with JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Christine Mclean is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 31 years of industry experience. She previously worked at Commonwealth Financial Network for 22 years and has been involved with Addessi Financial Partners since 1994, offering tax preparation services through that entity. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Christina De Melas is a Series 66-licensed financial advisor with Raymond James Financial in Tampa, FL, and has 10 years of industry experience. She has held roles at Raymond James Financial Services Advisors and Petkovich & Associates, where she serves as an associate. Prior to her financial career, she worked at Bradfords Viking Fitness for one year. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Donna Diston is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is also a property owner outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Alexander Ezra is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked in financial services since 2017, including prior roles at Publix and the University of South Florida. Alexander serves on the advisory board of Darby Community Church, where he provides guidance on financial stewardship and accountability. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Stephen Power is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at PASCO COUNTY SCHOOLS, PFS Investments, Inc., Shooters World, and Primerica Financial Services. Outside of financial advising, he owns and manages businesses related to firearms training and nutrition retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with discretionary management and custody support through third parties.

Michael Lewis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities 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 additional brokerage, distribution, and investment management capabilities.

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory offerings with other financial products and referral channels.

Demian Penton is a Series 66-credentialed financial advisor with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. His background includes roles at both Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the finance council at St. Paul Catholic Church in Tampa, FL, and works as a 1099 contractor helping with a granite business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.

Michael Schopler is a financial advisor with Raymond James & Associates in Palm Harbor, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Shonn Rutledge is a financial advisor at Ameriprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations, primarily for clients maintaining a portion of their assets in Ameriprise Managed Accounts.

Michael Ross is a financial advisor with Ameriprise in Dunedin, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ross serves on the Board of Directors for the Dunedin Chamber of Commerce and is a member of the Pinellas County Estate Planning Council. He is also the Chief Operating Officer of Insights by KJJD, Inc., where he supports strategic and operational management for an Ameriprise financial practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing comprehensive reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized team in partnership with financial advisors.

Nicholas Schaaf is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Grow Financial Federal Credit Union, CUSO Financial Services, Cuna Brokerage Services, and Suncoast Schools FCU. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Dushan Borota is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Jerry Reimer is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, delivered either as a one-time or ongoing engagement, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Roger Hyde is a financial advisor at LPL Financial with 47 years of industry experience. He holds the Series 63 designation and previously worked at American Wealth Management, Inc. for 15 years before joining LPL Financial in 2024. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research-backed model portfolios and alternative investment strategies.

Paul Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2024. Elliott is also the owner of Iron Rock Wealth Management. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Clement Thompson is a financial advisor with Merrill in Palm Harbor, FL, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2017 and previously at Popular Community Bank. Outside of his advisory role, he owns a business selling memorabilia and collectibles online. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.