Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.

Thomas Mitchell is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at CenterState Bank and First Citrus Bank. Mitchell serves on the board of Florida Marketplace Ministry, Inc., a nonprofit organization. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, utilizing model portfolios and research from multiple sources.

Ivana Lienau is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 credential and four years of industry experience. She has been with Wells Fargo Clearing and its affiliates since 2016. In addition to her advisory role, she performs freelance translation work through Upwork. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robert Woerner is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with LPL Financial and has prior experience at Grow Financial Federal Credit Union and CUSO Financial Services, LP. 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. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Molly Hutton is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at JPMorgan Chase for three years and has an academic background from Villanova University and Gwynedd Mercy Academy High School. She holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kevin Torres is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with LPL Financial since 2013. 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 advisors. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Brent Bassler is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Emily Savedes is a financial advisor at Fisher Investments with five years of industry experience. She holds the Series 65 designation and has previously worked at Franklin Templeton and served as a student at Grand Valley State University. Outside of her advisory role, Emily creates humorous content on TikTok. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory, retirement plan services, and manages a range of investment vehicles with tax-aware and risk management strategies.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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, institutional and pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Natalie Matos is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

Anthony Kowalski is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at Cetera in Tampa, FL. He has been with Cetera and its related entities since 2015. Outside of his advisory work, he owns Two Toes Woodworking LLC, a business focused on making and selling woodworking products. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to a range of investment strategies and program structures.

Pablo Miranda is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 credentials. He has 18 years of industry experience, including roles at Morgan Stanley and USAA Financial Advisors. His career also includes a decade at The Clara Abbott Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that combine fundamental research with quantitative and algorithmic methods. The firm serves a variety of clients through discretionary and non-discretionary advisory services and is noted for its use of systematic portfolio construction and formal advisory roles to registered investment companies.

William Day II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Colin Wieand is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining LPL Financial, he worked at Suncoast Credit Union and Abyde and has held various roles including at Lycoming College and Zeager Landscape Designs & Nursery LLC. 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 wide range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Callagy is a financial advisor at LPL Financial in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services and SunTrust advisory firms. In addition to his advisory role, he is licensed as a non-variable insurance agent and operates a wealth and planning business under LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.

Bethuel Taylor is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2010. Outside of his advisory role, he serves as an officer of Taylors Enterprises International, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Valdez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan entities since 2018, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Abdulaziz Albasri is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following three years at PNC Bank and PNC Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct diversified portfolios and employs various risk management techniques alongside tax-aware strategies.