Stephen Power is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at PASCO COUNTY SCHOOLS, PFS Investments, Inc., Shooters World, and Primerica Financial Services. Outside of financial advising, he owns and manages businesses related to firearms training and nutrition retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with discretionary management and custody support through third parties.

Michael Lewis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Merrill and Morgan Stanley from 2010 to 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory offerings with other financial products and referral channels.

Michael Schopler is a financial advisor with Raymond James & Associates in Palm Harbor, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Shonn Rutledge is a financial advisor at Ameriprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations, primarily for clients maintaining a portion of their assets in Ameriprise Managed Accounts.

Michael Ross is a financial advisor with Ameriprise in Dunedin, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ross serves on the Board of Directors for the Dunedin Chamber of Commerce and is a member of the Pinellas County Estate Planning Council. He is also the Chief Operating Officer of Insights by KJJD, Inc., where he supports strategic and operational management for an Ameriprise financial practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing comprehensive reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized team in partnership with financial advisors.

Nicholas Schaaf is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Grow Financial Federal Credit Union, CUSO Financial Services, LPL Financial, Cuna Brokerage Services, and Suncoast Schools Federal Credit Union. He is also involved with Grow Financial Investment Services, a business related to his LPL practice. 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, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisory technology.

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Dushan Borota is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Roger Hyde is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has previously worked at American Wealth Management, Inc. for 15 years and Raymond James Financial Services, Inc. for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies through a large network of investment adviser representatives.

Michael Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. He previously worked at Invest Financial Corp. and Transamerica Financial Advisors, with nearly a decade at each firm. Outside of advisory services, he is also an insurance agent specializing in permanent life, term life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including access to model portfolios, third-party asset managers, and institutional platforms.

Paul Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2024. Elliott is also the owner of Iron Rock Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Clement Thompson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Popular Community Bank and has been with Merrill since 2017, currently also associated with Bank of America. Outside of his advisory role, he owns a business that sells memorabilia and collectibles via online marketplaces. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Quattrochi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Securities America Advisors. Quattrochi serves as a community advisory council member for HCA Florida Trinity Hospital and is involved in managing financial planning and client services through partnerships under the Cornerstone Wealth brand. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Kathleen Talboom is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience and has been associated with Cambridge Investment Research firms since 1999. She also serves as a board member for the First Church of Christ Scientists in Clearwater, Florida. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple account platforms.

Brandon Barrett is a Financial Advisor at Merrill Lynch Wealth Management and a partner of the Hughes Thiel and Associates Team. He specializes in providing personalized wealth management strategies for business owners and families. Brandon focuses on creating tailored financial plans that align with individual goals, whether related to retirement, business planning, investment management, or estate planning services. His areas of expertise include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Individual and Corporate Investment Strategy. Brandon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Outside of his professional work, Brandon enjoys baseball, basketball, fishing, golfing, pickleball, and spending time with his family. He emphasizes understanding clients' priorities to develop collaborative and personalized financial strategies.

Ronald Robertson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-driven investment approach. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Kyle Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BlackRock Investments and Electric AI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Smith is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including First Allied Advisory Services and Cetera in various capacities since 1998. In addition to his advisory role, he owns Pathway Associates Inc., a tax preparation and accounting business, and is president of Smith Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.