Richmond Galbreath Jr. is a financial advisor with LPL Financial in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience and has been with LPL Financial since 2002. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

John Pascarella is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and A.G. Edwards & Sons. Outside of finance, he owns and operates an ice cream store in Lake Hiawatha, New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. His prior work history includes positions at Goldman Sachs and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, utilizing centralized due diligence and forward-looking market assumptions.

Jefferson Craft is a financial advisor with LPL Enterprise holding a Series 65 designation and 28 years of industry experience. His prior career includes roles at Pruco Securities, LLC and over four decades at Craft & Company CPA's. Outside of finance, he has been involved with entrepreneurial ventures such as Home Refresh LLC and Wavespin Reels, Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and corporate entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Ryan Rodriguez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 certifications. Prior to joining LPL Financial in 2022, he worked at T. Rowe Price for five years and has been associated with Suncoast Credit Union and CUNA Brokerage Services since 2021. Outside of advising, he serves as a finance supervisor for HLR Trucking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies implemented by its network of advisors.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Christian Colling is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup/Citibank, Bank of America/Merrill Lynch, and Morgan & Morgan prior to joining J.P. Morgan. 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 through a non-discretionary program. The firm employs a centralized due diligence process and integrates forward-looking capital market assumptions to develop model asset allocations, with a range of regulatory registrations that support broader derivatives and commodities capabilities.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He provides comprehensive financial services to individuals, entrepreneurs, families, and businesses, delivering a family-office experience with customized support and financial oversight through a boutique-like practice within Merrill. He joined Merrill in 2003 and has been a member of The Valdes Group since 2007. Prior to that, Michael began his career in 1994 as an accountant specializing in financial services and worked five years at a regional brokerage firm. With over two decades of experience, Michael applies his expertise in financial management, cash flow analysis, legacy planning, estate coordination, retirement planning, tax minimization strategies, and employee benefit plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP®), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree in accounting from Bucknell University. Michael is involved in community organizations such as Meals on Wheels and Tampa Preparatory School. He was born and raised in Tampa, where he currently resides with his wife and two children. His personal interests include cooking, football, golfing, skiing, soccer, spending time with family, traveling, and watching movies.

Grant Hazel is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses. He has six years of industry experience, including previous roles at Fidelity Investments and Van Eck Securities Corporation. Outside of his advisory work, he also works as a bartender for Hubtap Mobile Event Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Kelly Shelton is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at TradeSmith and Fidelity Brokerage Services and has experience outside finance, including a position at Two Sticks Bakery. Shelton is also associated with All Seasons Wealth, a support company for Raymond James. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and supports its services through a large network of advisors and affiliated firms.

David Grindel is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley Private Bank and Cambridge Investment Research Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Michael Falcon is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes a two-year period at Cushman & Wakefield. Falcon maintains an active real estate license through Epic Realty Group International but has no responsibilities in that role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michele Hunter is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1995 and concurrently affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by trading, account administration, and custody services.

Edgardo Melendez is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Scott Faler is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023 and has prior experience at Franklin Templeton, Coral Oaks, and various roles connected to Florida State University. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment committee estimates to support its advisory process.

Jymes Blanc is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, in addition to early career experience at State Farm Insurance. He is based in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Rebekah Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.