Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques as part of its advisory services.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Nick Redhead is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop personalized strategies for accumulating, preserving, and transferring financial wealth, aiming to simplify financial planning and build client confidence through clear guidance and ongoing partnership. Prior to his current position, Nick served as a Financial Representative at Charles Schwab from 2022 to 2023 and was a Financial Consultant partner at Equitable Advisors from 2019 to 2021. His professional experience reflects a focus on client-centered financial consulting across multiple organizations. Outside of his professional work, Nick has interests in fitness, food, football, golf, and movies.

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, she owns LVP Designs, a business focused on creating and marketing crafts at local markets and fairs. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Sean Garcia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 12 years before joining Raymond James in 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, delivering wealth advisory and investment consulting primarily on a non-discretionary basis.

Matthew Best is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 credential and eight years of industry experience. He has been with Edward Jones since 2017, with prior work experience at Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc. and Carillon Fund Distributors, Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, offering comprehensive planning and portfolio recommendations while clients maintain implementation authority.

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Fidelity Brokerage Services and National Financial Services Corporation before joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining advisory capabilities with affiliated financing and investment banking services.

Thomas Putnam is a financial advisor at Raymond James Financial with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2011, having previously worked at Raymond James Financial Services, Inc. since 2002. He is also the president of Freeland Financial Inc., a support company registered as an S corporation for tax purposes. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through its Wealth Advisory Services and Institutional Fiduciary Solutions division, with an emphasis on client collaboration and tailored investment recommendations.

Erik Golub is a financial advisor at Primerica Advisors with Series 66, Series 65, and Series 63 licenses and six years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, Advanta IRA, Millennium Trust Company, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and discretionary portfolio management.

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Merrill and Raymond James Financial Services. He also manages Hummel Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through its network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Megan Miller is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She previously worked at Morgan Stanley for eight years and T. Rowe Price for three years. Outside of her advisory role, she also works as a server at Oliver Garden in Tampa, Florida. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm delivers tailored investment strategies through a network of independent professionals using multiple platform arrangements and proprietary and third-party model strategies.

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions. Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments. No information regarding his education, credentials, personal interests, or community involvement was provided.

William Bond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at supporting their long-term goals. His approach includes leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to each client's unique financial picture. William’s areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, retirement income, and wealth planning for women. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. William earned his bachelor’s degree from the University of Florida. In addition to his professional work, William dedicates time to volunteering with organizations within the communities served by Merrill. His personal interests include cooking, hiking, music, spending time with family, traveling, and watching movies.

Steven Laesser is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL in 2024, he worked at Raymond James Financial Services and Mettler-Toledo. He is involved with Serving the Lord Enterprises, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Paul Metcalfe is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and LHT Performance prior to his current role. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs, with a focus that includes public finance and municipal work.

Jeffrey Mullins is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for the Hamilton County Department of Education for 8 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Joseph Raissi is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James since 2008 and is also the author of the book *Wealth Creation and Protection*. Outside of his advisory work, Raissi is involved in education and community activities, including roles at Indian Rocks Christian School and First Baptist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.