Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

April Anne Orsi is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at FSC Securities Corporation, Raymond James Financial Services, Transamerica Retirement Solutions, PNC Investments, T. Rowe Price Advisory Services, and Ameriprise. Outside her advisory career, she owns Precious and Vintage, a business that acquires and resells vintage milkglass and other items online. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a range of programs such as financial planning, managed portfolios, and retirement consulting.

Brooks Wallington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at PSI Advisors LLC, Princor Financial Services Corporation, Principal Life Insurance Company, and several other firms. 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, supported by advanced operational and research tools.

Alan Irving II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and its related entities for over a decade. Irving has also operated Irving Financial Group LLC since 2005. 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 and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

Kathlyn Diebel is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent six years with Ameriprise Financial Services, Inc. She is based in Saint Petersburg, FL. Kathlyn is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Nagel is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Prior to that, he was with Kelly Services USA LLC for two years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Palotas is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 1991. Outside of his advisory work, he has involvement in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Matthew Tatham is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of investment strategies.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, a software licensing business targeting government contracts. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary modeling process combined with planner delivery and online tools and manages diverse portfolios with a long-term investment focus.

Vicki Ispas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Additionally, she serves as a trustee for a family trust. 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 both brokerage and advisory solutions.

Brian Harloff is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with various Raymond James entities since 2017. Prior to joining Raymond James, he spent five years at Charles Ruttenburg Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes non-discretionary consulting tailored to client goals and incorporates advanced analytical tools and technology in its service approach.

James Dowdell III is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Crothall Healthcare, as well as a period working with the Texas Rangers. Dowdell has been with Merrill and Bank of America since 2019. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Aidan O’Dowd is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He is a 50% owner and lead web developer of O'Barra, LLC, a proprietary web development company. His prior work experience includes roles at DICK'S Sporting Goods and several other organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and selected third-party managers.

Carolyn Bradshaw is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2021, following seven years at Raymond James Financial Services Advisors and four years at UBS Financial Services. Prior to that, she was with Citigroup Global Markets for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Danielle Piehl is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 designations and having 12 years of industry experience. She previously worked at Raymond James & Associates from 2014 to 2018 before joining Morgan Stanley, where she has been since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sheri Oconnor is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a leased employee through a third-party payroll company serving the firm’s franchise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sandra Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Sandra is based in St. Petersburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jennifer Cornnell is a financial advisor at Fisher Investments with 12 years of industry experience. She holds a Series 66 designation and has been with Fisher Investments since 2014. In addition to her advisory role, she is a commissioned notary public in the state of Florida. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a focus on globally diversified portfolios and tax-aware investment strategies.