Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at 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, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Nicholas Dukas is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a part-time musician and singer, involved in music recording and performance locally, and serves on the board of St Mark Village, a continuing care retirement center. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with 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.

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 at Raymond James Financial Services Advisors, Inc. in Clearwater, FL, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League, where he reviews and reports on the organization’s financials. 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 offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

John Kamkutis is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

Jeffrey Chernoff is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with IAT, Inc DBA Insurance and Trust for over a decade. Outside of his advisory role, he serves as Co-Chair of the Tampa Bay Chamber Policy Council and is Vice Chair of Stage Works, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Jamie Beineke is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Harbor, FL, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2017 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is the sole proprietor of a property management business in Clearwater, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs along with specialized estate planning strategies.

Joshua Franklin is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Morgan Stanley and NorthRock Partners. Outside of finance, he has been employed at Monicals Pizza and has an educational background from the University of Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Sean Hoolihan is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is the owner and operator of Hoolihan Financial LLC. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.

Jared Colao is a CFP® with ten years of industry experience, currently advising at Edward Jones since 2016. He is based in Trinity, FL. Outside of his advisory role, he is involved in rental property ventures in Florida, including co-owning a short-term rental business near Disney World. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Esther Ropp is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2005. Outside of her advisory role, she is involved in Wealth by Design, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Samant Sharma is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Samant organizes client wealth to empower achievement of desired life goals and brings a straightforward, client-focused approach to managing portfolios and addressing financial well-being. With experience serving a diverse clientele including physicians, entrepreneurs, corporate executives, and retirees nationwide, Samant specializes in areas such as college education planning, corporate benefits, family wealth management strategies, philanthropic planning, and services for endowments and non-profits. He maintains proactive client communication to manage lending solutions, insurance needs, estate planning, and tax considerations, drawing on the resources of Merrill and Bank of America. Samant earned a Bachelor's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Boston University. He speaks English, Hindi, and Spanish. Outside of his professional role, Samant's personal interests include running, traveling, and yoga.

Henry Sly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement. The firm's retirement income planning includes a written recommendation report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.