Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and wrap-fee programs.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thitsanin Wachara Amnuoy is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. Prior to Merrill, Thitsanin was associated with Bank of America. Outside of advising, Thitsanin serves as a board member and fundraising coordinator for the All That Dance Booster Club in Tampa, organizing events to support dancers' competitions. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

Thomas Brumfield is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation, Morgan Stanley, and Fisher Investments. Outside of his advisory role, he has worked as a restaurant server. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Peter Shaw is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Onemain Financial. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and operates through various advisory and brokerage services.

Michael Carboni is a financial advisor with Ameriprise in Clearwater, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise since 2009. Carboni is the owner of Michael James Carboni LLC, an entity he uses for managing practice-related expenses, and rents office space to other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic analysis.

Assegid Habtewold is a financial advisor with Primerica Advisors in Tampa, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at New York Life, eXp Realty, CI International, Per Scholas, and Success Pathways. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-driven investment strategies.

Rebecca Recchia is a financial advisor at Edward Jones with Series 65 and Series 63 designations and one year of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Ogden is a financial advisor with Merrill based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and is also associated with Bank of America, N.A. since 2003. Outside of his advisory role, Ogden is involved as a musician and DJ and serves on the Board of Directors for the Winter Haven Soccer Club. 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 tailored to individuals, high-net-worth clients, and institutional investors.

Barry Cantrell II is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Nicholas Pearson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously been associated with Generations Tax and Wealth Management and CETERA Financial Specialists LLC. He has a background that includes four years at Christopher Newport University. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

John Arroyo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at E*Trade Securities LLC and involvement with Oneblood and The Columbia Restaurant Group. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

John Kuntz Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at SPC, Sigma Financial Corporation, and Ameriprise Advisor Services, among others. He has also been involved with At Your Service Tax & Accounting Of North Pinellas for over a decade. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Brandy Hoiler is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team supporting advisors in delivering these recommendations.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over half a decade of experience in the financial industry, Maximillian specializes in a range of services including executive compensation, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He and his team focus on delivering a comprehensive client experience by offering various financial products and services alongside in-depth education. Maximillian holds a Bachelor's Degree from the University of New Mexico and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Texas, he currently resides in Tampa, Florida, where he and his team work to create personalized strategies that align with clients' financial goals and perspectives. Outside of his professional work, Maximillian is involved with the Dunedin Stirling Soccer Club and participates in several adventure and outdoor activities such as boating, camping, dancing, fishing, golfing, hunting, and soccer. He also values spending time with his family.