Daniel Montana is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He provides invest­ing advice and access to Bank of America's banking and lending services to support clients' comprehensive financial needs. Daniel's expertise extends across several client focus areas, including college and education planning, employee benefits planning, family wealth management, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes a one-on-one approach to define clients' goals and tailor portfolio strategies accordingly, adjusting them as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Brick Township High School. Daniel communicates with clients in both English and Spanish. Outside of his professional role, he engages in activities such as cooking, running marathons, playing soccer, spending time with family, traveling, and watching movies.

Amy Furgason is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2016, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to her financial career, she worked as a homemaker from 2009 to 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate services.

Guilherme Lopes Gauzzi is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Edward Jones for two years and has held positions in various companies including Itau Unibanco SA and Bunnings Group Limited. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and offers financial planning and investment consulting with a range of portfolio management styles and affiliated research.

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.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, and Stephens Inc. 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 employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term focus and overseeing approximately $326 billion for around 477,000 clients.

Linda Goodson is a Certified Financial Planner (CFP®) with 30 years of experience, currently affiliated with Morgan Stanley in Palm Harbor, Florida. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she is a partner in Good Sun Enterprise, LLC, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Richard Meadows is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations. He has 33 years of industry experience, including more than a decade with Wells Fargo firms. Meadows serves as an executor for a family estate in addition to his advisory work. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through its network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

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.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at firms including Garrel Miani Financial Group, NYLIFE Securities, New York Life Insurance Co, Pruco Securities LLC, The Prudential Insurance Company of America, and VALIC Financial Advisor, Inc. Outside of finance, he is the founder of two businesses: Red Rum International, an apparel wholesale and retail company, and Delgiudice Enterprises, an advertising and marketing firm. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers, utilizing asset allocation tools and managed-account solutions across various investment types.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

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.

Jeffrey Clark is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2002. He operates out of Trinity, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Glenn Caldwell is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Wells Fargo Advisors. Outside of his advisory work, he serves as a personal representative for his mother. 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 uses research and analytics to guide investment selections and provides both brokerage and advisory solutions.

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 CFP® and holds a Series 66 license with 23 years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at Harwood Advisory Firm, Strategic Advisers, Inc., and Fidelity Brokerage Services. Based in Tampa, FL, Horner provides financial advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jonathan Cooney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Cooney holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by risk modeling tools.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.

Michael Hill Jr. is a Series 66 licensed financial advisor with Edward Jones in Lutz, Florida, possessing seven years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Marine Corps and briefly played for the Tampa Bay Buccaneers. He also serves on the board of the Reconnection Education Center, a nonprofit school in Odessa, Florida. 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 strategies, and operates under a fiduciary standard.

Eric Holder is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Holder serves as an officer and board member of the Florida Security Dealers Association, where he participates in industry discussions and planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Luke Drummond is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Cetera, he worked at Morgan Stanley and is involved with Generations Tax and Wealth Management LLC, where he provides tax-related services in addition to wealth management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large nationwide network of advisors and provides access to various third-party money managers and investment programs.