Bryan Graham is a financial advisor at Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Aflac, and UW–Madison. He is also employed by Carrollwood Administrative Services LLC, which supports his administrative duties as an Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. Its Premier Retirement Income service provides retirement-focused planning through comprehensive reports and ongoing advice, relying on in-house research and third-party data to guide tax-aware withdrawal strategies and income planning.

Cody Kimble is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab & Co. since 2021 and Edward Jones from 2017 to 2021, preceded by four years at Publix and a decade in full-time education. Charles Schwab & Co. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, integrating custody, brokerage, and advisory services in a centralized model.

Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Securities, Fifth Third Bank, and PNC Investments. Clark is based in Lutz, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.

George Brkljacic is a CFP® professional associated with LPL Financial, with 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Concourse Financial Group Securities. He is also involved with The Money Coach LLC, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes both proprietary research and third-party strategies to support its network of advisors.

Mark Rediger is a Series 66 licensed financial advisor with Edward Jones in Hudson, FL, where he has worked for 12 years. He has experience serving a broad client base within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Wells Fargo entities since 2016, including Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Medina is a financial advisor at Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Anis Dridi is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds the Series 66 designation. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shane Atwood is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advisory work, he is involved in real estate property management and serves as a trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and proprietary investment analyses.

Justine Nostrom is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill and Fidelity Brokerage Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established governance and proxy-voting procedures.

Carlos Cabrera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His career includes roles at Charles Schwab Bank, USAA Investment Management Company, and Morgan Stanley. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investments due diligence, and centralized operational infrastructure.

Jonathan Williams is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Wells Fargo entities since 2010, including Wells Fargo Securities and Wells Fargo Bank. Williams serves on the finance committee of Families Forward Charlotte, a nonprofit organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. 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.

Samantha Swift is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She joined Ameriprise in 2021 and has prior experience in educational roles at Florida State University and Countryside High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Doreen Connolly is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she has served as president of a parent group for a performing arts academy and was the president of a nonprofit organization called The Krewe of Ann Jeffrey. 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 non-discretionary investment consulting supported by a nationwide adviser network.

Tyson Martin is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geoffrey Balkcom is a financial advisor with LPL Financial in Trinity, Florida, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial, where he operates a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, and institutional clients. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Jeannie Holliday is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2012. Her prior work includes roles with Network Professionals Inc. She is also involved in a business that owns and leases office space in Land O Lakes, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non‑discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance offerings.

Charles Young III is a financial advisor with Merrill holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously held positions with various insurance carriers and Waddell & Reed Inc. He also spent nine years at Post University. 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, pension plans, corporations, and charitable organizations.