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, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with PFS Investments Inc. and Financial Freedom Fighters LLC since 2019 and was previously involved with Pensacola Christian College and The Wilds Christian Camp. Her other business activities include part-time sales and referrals for home-related products through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering advisory services primarily to retail investors.

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 Series 66 and Series 63 licenses and previously worked at Raymond James for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

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.

Stefanie Pontlitz is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2013. Prior to that, she worked at Independent Financial Partners for four years. Outside of her advisory role, she is involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves in an investment-related role at Suncoast Credit Union. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Donald Burt is a CFP® professional based in Tampa, FL, with 25 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding experience at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Burt is also a business owner of Lightforged Logistics, a home-based venture unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by research and technology, providing both discretionary and non-discretionary management options.

Claude Romano is a financial advisor with LPL Financial in Palm Harbor, FL, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Lucas Insurance Advisory, Romano Insurance and Financial Planning, and H. Beck, Inc. Outside of his advisory career, he owns Warrior One Yoga, a business based in North Potomac, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial services supported by research, model portfolios, and various portfolio management options.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Michael Chambers is a financial advisor with J.P. Morgan Securities in New Port Richey, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. He also has experience outside finance, having worked with Shrimp Wrecked and at St. Petersburg College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bradley Palmer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Achieva Credit Union and Lowes Home Improvement, as well as managing Palmer Contracting Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports customized investment strategies and a broad range of program options.

Michelle Weiss is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as treasurer for the Somerset Elementary School Foundation, where she assists with fundraising events and board meetings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gabriel Suarez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and 2023, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment platform.

Jason Simonelli is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. Prior to this role, he worked as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2014 to 2015 at the same firm. In his current position, Jason assists clients in developing wealth strategies that support both their financial goals and the interests of their family members. Jason holds a California Insurance License, which supports his ability to provide comprehensive financial advice. He partners with clients to make honest and thoughtful financial decisions, focusing on strategies that benefit their long-term financial well-being.

John Eussen is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions and employs tax-aware and risk management strategies in its globally diversified portfolios.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Humana and Suncoast Credit Union. Outside of advising, she also works as a driver for Uber Eats. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.