Robert Brown is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Brown also serves in a fiduciary capacity for Shirley R Kuhn in a non-investment-related role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at National Asset Management and Gilman Ciocia, Inc. He is also a CPA and financial professional at Generations Tax & Wealth Management, where he provides investments, accounting, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, supporting various program options and custodial relationships.

Robert Griffin is a financial advisor at Merrill in Tampa, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm’s investment approach includes strategic and tactical asset allocation with options designed for tax-sensitive investors.

Srdjan Misic is a Financial Consultant currently working at Fidelity Investments since 2022. He has over 10 years of experience in the financial services industry, having held various roles including Portfolio Specialist and Client Management Representative at Fidelity Investments, Premier Banker at Suntrust (now Truist), Private Banker at Wells Fargo, and Investment Services Representative at Northwestern Mutual. Throughout his career, Srdjan has focused on developing financial plans tailored to clients' goals and priorities by understanding their financial situation and crafting suitable strategies. His professional approach emphasizes building relationships based on trust, open communication, and guidance. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2009. Reese also has an association with Tampa Bay Financial Planning, LLC. 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 offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals across a large advisor network.

Nicole DiPinto is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In her position, she works closely with clients and the advisory team to facilitate thoughtful and organized meetings. Nicole is committed to making the financial planning process seamless and personalized by building lasting relationships and helping clients feel confident in their plans. Outside of her professional responsibilities, Nicole enjoys attending concerts, exploring culinary experiences as a foodie, skiing, and practicing yoga.

Alexander La Joy is a financial advisor at Ameriprise in Dunedin, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, McKim and Creed, and Grumpy Gators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Rockwell is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James & Associates since 1996. 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 that includes individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning. Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village. Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.

Peter Katsarelis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked at Bank of America and Merrill from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Keith Mevorah is a financial advisor with LPL Financial in Odessa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his financial advisory role, he is involved in mechanical restoration as an automotive restorer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.

Deborah Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has managed her own firm, Cooney Financial Inc., since 1997 and has held various roles within the Cetera network since 2025. Outside of advisory work, she owns and operates accounting and tax preparation services through her firm. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Katrina Naples is a Series 66–licensed financial advisor at Merrill with five years of industry experience. She has held roles at Merrill and Morgan Stanley, and has also worked at Bank of America, N.A. Outside of her advisory work, she operates personal retail sales businesses on Facebook Marketplace and eBay. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan McCarty is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds a Series 65 designation. He has 13 years of industry experience and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees operations and trains independent insurance planners. In addition to his advisory role, McCarty is President of the Federation of Federal Employee Benefit Advocates, LLC, leading marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, coordinates insurance products as part of holistic client services, and sponsors a wrap fee program that bundles advisory services and trading under a single fee.

Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.