Gregory Walters is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, including six years in his current role. Outside of advising, he is involved in a luxury shoe design startup and manages a business ownership entity related to a former Ameriprise Financial franchise. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Stephen Weston is a financial advisor with Primerica Advisors in Tampa, FL, holding a Series 65 credential and 12 years of industry experience. He has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Aquarius Worldwide Enterprises, LLC, which operates home care businesses including protective sealant application and professional cleaning services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Inez Johnson is a financial advisor at Thrivent Investment Management with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Thrivent, she worked at H&R Block and J.P. Morgan Chase & Co. Outside of finance, she works as a substitute contractor for Pasco County Schools in Florida and volunteers at school events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, written financial recommendations without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Charles Walker is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc., among other firms. Outside of his role at Osaic, Walker is involved in several entrepreneurial ventures, including ownership and leadership positions in multiple financial advisory businesses and a scholarship program supporting higher education. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and flexibility in management styles, supported by a complex affiliate network and private-equity ownership.

Paul Mittman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and ABM Health Care Services. Before entering finance, he spent over two decades in education. 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 investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christina Cardone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including over a decade at Morgan Stanley Private Bank, N.A. She is also the manager of Alouette Holdings LLC, an investment and finance-related business based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate agreements.

John Clifford is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of advising, he is president of Jay Clifford LLC and operates Clifford Collectibles, a sports cards and memorabilia business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rosary Falero is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wells Fargo Clearing in Tarpon Springs, FL. Prior to joining Wells Fargo in 2019, she worked at Marquis Bank from 2016 to 2019. Outside of her advisory role, she co-owns a residential and commercial remodeling company and serves on the finance council of St. Patrick Catholic Church, as well as on the City of Miami Beach Hispanic Affairs Committee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment solutions.

William Marsh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 13 years of industry experience. His career includes roles at USAA Financial Advisors and Waddell & Reed before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan Securities. 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research, supported by a centralized manager solutions team, and includes a framework that may incorporate ESG considerations.

Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held positions at Banc of America Investment Services, Inc. and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Nicholas Dukas is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley. Outside of finance, he is a part-time musician and singer, involved in music recording and performance, and serves on the board of a continuing care retirement center. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Jessie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, along with non-financial positions at Smoothie King, the University of North Florida Fitness Center, and Publix Supermarkets. 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 through tailored financial planning and consulting, offering a range of portfolio management styles and specialized municipal advisory services.

Alison Janke is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She previously worked at Summit Financial Group Inc. and Summit Brokerage Services. Outside of her advisory role, she owns and operates a yoga studio in Port Richey, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment strategies, portfolio management options, and financial planning services delivered through a nationwide network of independent advisors.

Pamela Hansen is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Thrivent and its related entities since 2005. Outside of her advisory work, Pamela serves on the board of Cornerstone Family Ministries and participates in several mystery shopping programs and community volunteer activities, including a leadership role with Paint Your Heart Out Tampa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering planning separately from its managed-account services and typically conducting annual reviews of client recommendations.

John Odom is a financial advisor with Raymond James Financial Services Advisors, Inc. in Clearwater, FL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League Inc., overseeing the organization’s financial reporting. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.