Srdjan Misic is a Financial Consultant currently working at Fidelity Investments since 2022. He has over 10 years of experience in the financial services industry, having held various roles including Portfolio Specialist and Client Management Representative at Fidelity Investments, Premier Banker at Suntrust (now Truist), Private Banker at Wells Fargo, and Investment Services Representative at Northwestern Mutual. Throughout his career, Srdjan has focused on developing financial plans tailored to clients' goals and priorities by understanding their financial situation and crafting suitable strategies. His professional approach emphasizes building relationships based on trust, open communication, and guidance. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2009. Reese also has an association with Tampa Bay Financial Planning, 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 offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals across a large advisor network.

Nicole DiPinto is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In her position, she works closely with clients and the advisory team to facilitate thoughtful and organized meetings. Nicole is committed to making the financial planning process seamless and personalized by building lasting relationships and helping clients feel confident in their plans. Outside of her professional responsibilities, Nicole enjoys attending concerts, exploring culinary experiences as a foodie, skiing, and practicing yoga.

Alexander La Joy is a financial advisor at Ameriprise in Dunedin, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, McKim and Creed, and Grumpy Gators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning. Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village. Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.

Kent Voges is a financial advisor with LPL Financial in Tampa, FL, holding a Series 65 designation and 38 years of industry experience. He previously worked at VALIC Financial Advisors for 28 years and Agia for 4 years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and third-party asset management.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at VALIC Financial Advisors for 24 years and spent four years at Agia before joining LPL Financial. Roberts is also a part-owner of facegrab.com, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers, and Waddell & Reed. His outside activities include managing Bayrock Nelson LLC, a business entity for tax and investment purposes that is not investment related. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Roderick O'Connor is a financial advisor with Edward Jones in Safety Harbor, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he coaches swimming at a country club aquatic center and writes articles online about parents who have lost children. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and reported approximately $1.01 trillion in assets under management.

Peter Katsarelis is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Keith Mevorah is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 22 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved in mechanical automotive restoration. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided through investment adviser representatives who may use various discretionary and non-discretionary strategies.

Henry Alava is a CFP®-designated financial advisor with 37 years of industry experience, currently serving at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency focused on employee benefits, retirement programs, and personal financial planning. Additionally, he holds a board member and social chair position with St. Timothy Catholic Church Men’s Club, where he arranges community social events. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services across multiple program structures.

Deborah Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has managed her own firm, Cooney Financial Inc., since 1997 and has held various roles within the Cetera network since 2025. Outside of advisory work, she owns and operates accounting and tax preparation services through her firm. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Katrina Naples is a Series 66–licensed financial advisor at Merrill with five years of industry experience. She has held roles at Merrill and Morgan Stanley, and has also worked at Bank of America, N.A. Outside of her advisory work, she operates personal retail sales businesses on Facebook Marketplace and eBay. 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, pension plans, corporations, and charitable organizations.

Paul Bedinghaus is a financial advisor at Bedinghaus Financial Group, Inc in Clearwater, FL, with the PFS™ designation and four years of industry experience. He has held roles at Sabal South, Inc. since 2022 and founded Bedinghaus Financial Group, Inc in 2021. He is also the president and owner of Bedinghaus & Company, PL, a certified public accounting firm, and serves as president of Sabal South, Inc., a business management company. Bedinghaus Financial Group, Inc is an independent firm led by Paul Bedinghaus.

Ryan McCarty is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds a Series 65 designation. He has 13 years of industry experience and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees operations and trains independent insurance planners. In addition to his advisory role, McCarty is President of the Federation of Federal Employee Benefit Advocates, LLC, leading marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, coordinates insurance products as part of holistic client services, and sponsors a wrap fee program that bundles advisory services and trading under a single fee.

Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.