Bethann Goodrick is a financial advisor at LPL Financial with 27 years of industry experience. She holds a Series 66 designation and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of her advisory role, she is involved with Tru Stage, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Roland Martinez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. Martinez is based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Robert Stark is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 21 years of industry experience and has worked with firms including Royal Alliance Associates and Signator Investors. Outside of his advisory role, he volunteers with the Brandon Sports and Aquatic Center and owns Bobby Stark Financial Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and unaffiliated model strategies across multiple platform arrangements.

William Fields is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

David Teskey is a Series 65-licensed advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at 24 Hour Fitness, Lumovate LLC, and the University of Puget Sound. Fisher Investments serves a global client base that includes institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk management strategies.

Mary Zavaglia is a financial advisor at Robert Baird & Co. in Tampa, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Mark Beyer is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Beyer is also the president of Beyer Wealth, a support company in the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gabriela Carranza is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for eight years before joining UBS in 2018, where she has been for another eight years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research resources.

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, Jaime worked at Valic Financial Advisors for 13 years and at AGIA for 4 years. Jaime also holds an agent position involving non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, supported by proprietary and third-party research, offering both discretionary and non-discretionary management.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Alberto Bonfil is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Christopher Mulville is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity in Tampa, FL. He has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Walid Mourad is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with a comprehensive approach to managing their wealth, beginning by understanding the client's personal and financial situation and what matters most to them. He helps create customized wealth management strategies that are adaptable to changing client needs and market conditions. Walid also provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Walid holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Master of Business Administration (MBA) from the University of Wisconsin System. Walid participates in community activities, reflecting the tradition of Merrill Lynch's community involvement, and dedicates time to volunteering with local organizations. In his personal time, he enjoys biking, boating, camping, cooking, fishing, gardening, running, swimming, traveling, and spending time with his family.

Mary Ebert is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Cervidea NutraScience from 2019 to 2021. Outside of finance, she has operated Mary Ebert Photography since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Kevin Campbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research and its affiliates since 1998 and also serves as a successor trustee for a revocable living trust in Lakeland, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Crystal Bahr is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2008 and is based in Tampa, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jonathan L. Crevasse II is a Wealth Management Advisor and Senior Portfolio Advisor with the Penny Crevasse Group at Merrill Lynch Wealth Management in Tampa, Florida. He has been advising affluent individuals, business owners, and corporate executives since 2015, with experience spanning multiple states and international locations including Perth, Australia. Jonathan works closely with clients to develop bespoke financial strategies tailored to individual goals and life priorities. In collaboration with firm specialists, he provides guidance on long-term planning incorporating tax minimization and estate planning. His role includes overseeing both asset accumulation and distribution phases, addressing legacy planning and generational asset transfer strategies. His expertise areas include family wealth management, legacy planning, new wealth management, personal retirement planning, portfolio management, tax minimization, retirement income, and serving specialized sectors such as women and wealth, sports, and entertainment. He earned a Bachelor of Science degree in Business Management from St. John's University in 2012, where he was on the dean's list. Jonathan holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

Eddie Mathouchanh is a financial advisor with Merrill in Lakeland, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment models and implements account administration, trading, and custody support.

Robert Martin is a financial advisor with Osaic Wealth, Inc. in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. He has worked at Osaic since 2023 and previously spent 12 years with Cetera and its affiliate entities. Martin also operates a sole proprietorship under the name MyPFA, focusing on sales and marketing of securities and insurance products. Osaic Wealth serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a vast network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.