David Dortch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and SunTrust Advisory Services. Dortch is based in Clearwater, FL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Marc Beshany is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Jeremy Dicocco is a financial advisor with LPL Enterprise holding a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Ernst & Young and service in the United States Air Force. Outside of his advisory role, he is a business owner of Designs by DiCocco. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutions. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Robert Cann is a financial advisor with Primerica Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments, Inc. since 2011. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation through BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

Danielle Sagan is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, she worked in education for over a decade and has been an independent consultant for a direct selling company since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is recognized for its extensive national network of advisors and branch offices.

Michael Markis is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2005. Outside of his advisory role, he works as an independent contractor for ChicJourney Travel Advisors, assisting with occasional hotel and experience bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Allie Winchester is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she worked at Dicks Sporting Goods and the YMCA of the Suncoast. Outside of advisory work, she is involved with AB Hauling, a non-investment-related business. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Soiferman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Gunnallen Financial. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a variety of portfolio management options and proprietary models while maintaining institutional features such as compliance oversight and advisor business relationships with attorneys and CPAs.

John Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Clearing in 2017. He also serves as co-trustee for his spouse. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a large network of financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Dean Rosko is a financial advisor with Equitable Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and with 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Rosko serves as the First Vice President of the Gulf Coast US Bowling Congress. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm utilizes a variety of investment models and third-party asset managers, focusing on personalized client assessments and offering a broad range of investment products including mutual funds, ETFs, and alternative investments.

John Mc Connell III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2003, including six years in his current role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing tax-aware withdrawal strategies.

Jessica Dunning is a Series 66-licensed financial advisor with LPL Financial, bringing 18 years of industry experience. Her career includes roles at Raymond James Financial, USAA Financial Planning Services, and National Planning Corporation. Outside of her advisory work, she owns Defensive Empowerment Academy, where she teaches firearms-related courses. 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 with a focus on both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alyse Duffy is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Duffy serves as President on the Board of Directors for the American Legion Cemetery Corporation and as First Vice President of the American Legion Auxiliary USS Tampa Unit 5. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Zwart is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and The Prudential Insurance Company of America. Outside of advising, he is involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Rochelle Martin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank, JPMorgan Securities, Primerica Advisors, and M&T Bank. She also worked briefly at Executive Delivery, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and economic modeling.

Matthew Lenhardt is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Outside of his advisory role, he is involved with U-Vest Financial, a DBA for his LPL business. 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 and access to third-party asset managers, supported by a broad platform and various institutional programs.