Eric Allen is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Davidson Investment Advisors. Allen is based in St. Petersburg, FL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Lori Lacy is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pedro Filippa is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of America, Raymond James, and T. Rowe Price. Merrill, along 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, and institutional investors.

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Joshua Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at T. Rowe Price and Grove Point Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a large network of advisors and affiliated firms.

Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Ford Motor Credit, Childcare Solutions, and Sony/ATV Music Publishing. 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 clients, and municipal entities, and offers financial planning and advisory services that incorporate risk profiling and software-driven analyses.

Margaret Salvatore is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Baird and Northwestern Mutual and spent time teaching at the University of Göttingen. 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, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining 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, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Allie Winchester is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she worked at Dicks Sporting Goods and the YMCA of the Suncoast. Outside of advisory work, she is involved with AB Hauling, a non-investment-related business. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cynthia Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 license and 20 years of industry experience. She worked previously at INVEST Financial Corp for nine years before joining LPL Financial in 2018. Outside of her advisory role, she owns Premier Tax Team, a tax preparation and accounting business, and is also an insurance agent with Premier Wealth Planning Spring Hill. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

David Soiferman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Gunnallen Financial. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a variety of portfolio management options and proprietary models while maintaining institutional features such as compliance oversight and advisor business relationships with attorneys and CPAs.

Jessica Malley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. Her work history includes positions at Raymond James Financial Services and Doshi Financial LLC, as well as a role at the University of South Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Dean Rosko is a financial advisor with Equitable Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and with 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Rosko serves as the First Vice President of the Gulf Coast US Bowling Congress. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm utilizes a variety of investment models and third-party asset managers, focusing on personalized client assessments and offering a broad range of investment products including mutual funds, ETFs, and alternative investments.

Robert Wolf is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and several mortgage-related firms. Outside of financial advising, he owns COST TO SERVE, LLC, a business focused on analyzing operational inventory costs for warehouses and distribution centers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on various planning topics without implementation or discretionary portfolio management. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

John Mc Connell III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2003, including six years in his current role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing tax-aware withdrawal strategies.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation and Calton & Associates, Inc. Miller is also involved with Life Brokerage Financial Group in a non-investment capacity. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies implemented by its extensive network of investment adviser representatives.

Zachary Kessler is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. 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, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a range of investment strategies and affiliated research.