Kelly Kipnis is a CFP® with 25 years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2024, Kipnis worked at Hartford Funds Management Company and Wells Fargo Funds Management. 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 clients, and municipal entities, delivering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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, institutional and pension plans, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Sullivan is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2007 to 2019 before joining Ameriprise in 2019. He serves on the boards of multiple nonprofit organizations, including the National Christian Foundation Tampa Bay and Health Access Connect, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver personalized retirement income advice.

Sydney Niewierski is a CFP® professional with 25 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, Sydney spent several years at Wells Fargo Advisors in multiple roles. Outside of advisory work, Sydney is a partner in CN Wealth Management Group, operating under the DBA Keybridge Wealth Management, and serves as a board member and finance committee member of the Morton Plant Mease Healthcare Foundation. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support non-discretionary planning and is noted for its municipal advisory affiliation and targeted consulting programs.

Andrew Longman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Columbia, MD, and has 14 years of industry experience. He previously worked at Citigroup Global Markets from 2012 to 2018 before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Berta Maria Gonzalez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Cetera and its affiliate firms since 2004. In addition to her advisory role, she is a partner in a tax and accounting practice, focusing on tax preparation, accounting, and administrative services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Kelly Grills is a financial advisor at Thrivent Investment Management with 3 years of industry experience. She holds a Series 66 designation and previously worked in educational roles at Pasco County Schools, Northside Christian School, and Pinellas County Schools. Outside of finance, she provides pet sitting services through Rover alongside her husband. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans across a broad range of topics without managing client portfolios directly.

Lauren Hopper is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliate since 2000. Outside of advising, she serves as Chief Financial Officer of Hopper Enterprises, managing its accounting functions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Philip Posillipo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held positions at NJOY and WB Mason. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that include tailored strategies supported by structured planning tools and investment modeling.

Stacy Alfonso is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Morgan Stanley Smith Barney LLC from 2011 to 2017. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tatiana Purdy is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and previously worked at E*TRADE Securities and Invest Financial Corporation. Outside of her advisory role, Tatiana is a certified travel agent and owner of Dream Travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Danielle Eime is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing Services LLC since 2017. She previously worked at David Moore Alliance LLC for one year. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Logan Fleming is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to his current role, he worked for the School District of Manatee County and was involved with Two Docks Shellfish. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies.

Michael Wills is a financial advisor at Ameriprise Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Alberta McEuen is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1984 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded through the Certified Financial Planner Board of Standards, Inc. Alberta graduated with a Bachelor's Degree from Texas A&M University. Her professional expertise encompasses a broad range of financial planning areas, including college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible investing, tax minimization, retirement income strategies, special needs planning, and women and wealth. Alberta's experience and knowledge have been recognized through multiple listings on Forbes' "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors" lists. Alberta has actively participated in community service, serving on charitable boards in Pinellas County, including the Lighthouse for the Visually Impaired, and as a former President of the Resource Center for Women. Outside of her professional and community involvement, she pursues interests such as adventure sports, boating, hiking, horseback riding, traveling, and spending time with her family.

Robert Smith Jr. is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1998, having worked at Primerica Financial Services since 1988. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliates of Primerica and owns Freedom Fighters, LLC, a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Roslyn Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Brian Peterson is a CFP® professional with 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1993 and operates Peterson Wealth Management as an owner and principal. Peterson is based in Clearwater, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jesse Cordoba is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has worked at multiple related firms since 2022, with prior roles in the homebuilding and automotive sectors. Cordoba is also involved in estate planning and real estate through separate business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Jordan Fiori is a financial advisor with Cambridge Investment Research Advisors in Oldsmar, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, he worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, Fiori has served as Vice President of Networking for BNI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using both proprietary and third-party strategies across various platform arrangements.