Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

Michele Cash is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. In addition to her advisory role, she is a project manager at Barrett Media, LLC and an instructor at Crunch Fitness. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

David Figari is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. He has also been involved with Dragonturtle Ideas, LLC and Dragonturtle Ideas Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Katrina Hirdes is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2023. Outside of her advisory role, she is a beauty consultant for Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both proprietary and third-party research.

Guilherme Accioly Da Rocha is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley, Citibank, Charles Schwab, Fisher Investments, TD Ameritrade, and Transamerica Retirement Solutions. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Bryce Alley is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including UBS Financial Services and Providence Family Offices, and is currently associated with All Seasons Wealth as part of 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and municipal advisory services uncommon among large institutional advisors.

David Newhard is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise Financial Services since 2012, with a two-year period at LPL Financial from 2021 to 2023 before returning to Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning through a centralized consulting team.

Nicholas Andress is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jennifer Kranz is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments in 2021, she worked at Voya Financial Partners from 2014 to 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Lauren Pepe is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Cetera Investment Services LLC and affiliated entities since 2015. Outside of her advisory role, she is involved in a small business related to heat shrink tubing with Seacoast Electronics. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party money managers.

Cynthia Gilmore is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and 43 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in WSPRJ, LLC, a business formed to manage office space rental for her team’s Raymond James office. 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 broad client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Mark Alford is a CFP® with 14 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at JPMorgan Chase Bank and Bank of America, and since 2007 has been president of Express Printing of Winter Haven, Inc. He is also president of Polk County for Life, Inc., a nonprofit focused on education and promoting pro-life and sexual purity initiatives. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Olivia Jones is a Series 66 licensed financial advisor with Edward Jones, based in Tampa, FL, and has three years of industry experience. Prior to joining Edward Jones, she worked as a second-grade teacher at the Academy of the Holy Names. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed account solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Ruth Jordan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment services alongside its financial planning offerings.

Jonathan Tubbs is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Congdon and Company, providing administrative support. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Donna Esposito is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, holding Series 63 and Series 66 licenses. Outside of her advisory role, she is a managing member of a credit card merchant services business owned by her husband, with limited involvement in daily operations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and planning platforms.

Alonso Garza Zorrilla is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank NA since 2021. His prior roles include positions at Middleburg Communities, Mpower Financing, and a period of self-employment. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Keegan is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and involvement with several small businesses such as Tommy's Tavern And Tap and Surfbbq License LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Zeyu Lyu is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Clearstead Advisors, LLC from 2018 to 2022 and held roles at The Ohio State University and Bowling Green State University. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, utilizing centralized investment decisions and a range of tactical strategies to manage risk and optimize portfolios.