Eddy Suriel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked previously at Bank of America, Merrill, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Lixanelle Roman Valentin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Robert Chiavacci is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Chiavacci is a managing partner at CN Wealth Management, an independent firm he co-founded, and serves as a trustee for the Chiavacci Family 2015 Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients, using analytical tools and risk profiling to guide non-discretionary advisory services.

Teleshia Jones is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Primerica Advisors since 2022 and previously spent 15 years with Orange County Public Schools. Outside of her advisory role, she is co-owner and director of Dynamic Supports and Service, a personal care support service for individuals with developmental or intellectual disabilities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using a tiered wrap fee structure.

Wendy Van Cleve is a financial advisor at Raymond James Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ftb Advisors, Inc. and Alliance Law & Counseling. She is affiliated with Pinnacle Bank/Pinnacle Financial Partners as a bank employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Frederick Fifield VI is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to assist clients in developing and updating personalized financial strategies.

Rudolf Molnar is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, Molnar is involved in several business ventures including serving as CEO and managing director of Gulf2Bay Enterprises Inc. and engaging in aviation-related activities through other entities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver these services, alongside a broad range of advisory, brokerage, and insurance solutions.

Jay Geaslen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Avantax. Geaslen is also affiliated with Legacy Capital Advisors LLC, collaborating in a team-based wealth management environment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial consulting services through a nationwide network of independent advisors, employing a multi-manager platform with a range of program options and oversight structures.

Bethany Bedy is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2000 and Bank of America, N.A. since 2014. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Touchton is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2013, following six years at Robert Baird & Co. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and is vice president of the St. Tropez 1 condominium homeowners association. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Zachary Henderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Valdosta State University and held roles at Zone Fitness, Daytona State College, and YMCA Palm Harbor. 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 research-driven investment solutions through a large network of financial advisors.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Stephen Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he serves as a deacon and elder at North Pointe Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without including implementation. The firm combines goal-based analysis with optional managed-account services under a consolidated billing option called “WealthPlan.”

Catherine Kenney is a financial advisor with Primerica Advisors in Land O Lakes, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2017 and 2019, respectively. Outside of her advisory role, she has experience in other business activities related to loan product sales and home security referrals. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies overseen by unaffiliated managers and supported by custodial and trade execution services through Pershing.

Angelina Day is a Financial Advisor at Merrill Lynch Wealth Management. She partners with clients including small business owners, entrepreneurs, young professionals, and women to offer proactive guidance and clear strategies aimed at building, preserving, and managing wealth. Angelina assists clients with a range of financial needs such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Angelina holds a Bachelor's Degree from the University of Florida and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her professional involvement includes participation in organizations such as the Heavener Leadership Challenge, Leadership Development Program, Safety Harbor Chamber of Commerce, and Tampa Women for Good. Beyond her professional work, Angelina contributes to several community organizations including Miami-Dade County Animal Services, Peaceful Paths Domestic Abuse Network, Second Harvest Food Bank of Central Florida, and Tampa Bay Humane Society. Her personal interests include chess, cooking, gardening, golfing, pickleball, reading, running, sewing, traveling, and volleyball.

Darcy Ecklund is a financial advisor with Ameriprise in Dover, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2018, Darcy worked at Raymond James Financial and Dimensions Wealth Partners. Darcy also has involvement in a non-investment-related business, Darcy, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing managed accounts and incorporating algorithmic automation reviewed by a dedicated oversight committee.

Stacy Sabin is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Fidelity, she worked at Raymond James for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and employs systematic methodologies supported by AI and long-term asset allocation benchmarks.

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.