Kenneth Thubet is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Hayden Duncan is a financial advisor at Merrill in Tampa, FL, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Hayden worked at Integrity Express Logistics and completed education at Auburn University. Merrill, along 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 individual, high-net-worth, pension, corporate, and charitable clients.

Jeffrey Bridge is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a board member on the Diocesan Finance Council for the Diocese of St. Petersburg and as Treasurer of the Academy of Holy Names Dads Club. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Virginia Martin is a financial advisor with Edward Jones in Plant City, Florida, holding Series 66 and Series 63 designations and 10 years of industry experience. She has been with Edward Jones since 2020. 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 and is known for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Michael Rodriguez is a financial advisor at Edward Jones in Tampa, FL, holding Series 63 and Series 66 designations with nine years of industry experience. He previously spent ten years at Wells Fargo before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a nationwide network of financial advisors and branch offices.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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 institutions.

Marcos Edmiston is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Donna Williams is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab and Geico. From 2017 to 2024, she was involved with Community Watch Solutions LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and alternative strategies.

Tracy Keller is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 license and previously worked at Thrivent Financial and the Commonwealth of Pennsylvania Department of Labor & Industry BDD. Outside of her advisory role, she co-owns BTK ARTS, LLC, a Painting with a Twist franchise in Winter Haven, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hannah Mirza is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments and Citibank. Outside of her advisory role, she owns and operates an e-commerce clothing store, SunBum Thrift LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Filipek is a Series 66-licensed advisor with 18 years of experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is a partner in a business managing rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, incorporating both affiliated and third-party managers across multiple program structures.

Souri Vongvirat is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at LPL Financial since 2019 and concurrently with Allen & Company of Florida since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Johanny Pressley is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016 and also holds roles with Member Services Corporation and Florida Central Credit Union. In addition to her advisory work, she serves as a financial advisor at Florida Central Credit Union. 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 plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services utilizing analytical tools and supports both individual and institutional clients through a large network of advisors.

Nicholas Stavrakis is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple firms including Northwestern Mutual and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Zoe Cuva is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, managing new wealth, portfolio management services, and women and wealth. Zoe focuses on crafting personalized financial strategies tailored to each client's unique needs to help them achieve financial security and growth. She holds a Bachelor's Degree from Florida State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zoe brings a perspective shaped by her family's involvement in the financial industry and emphasizes trust-based, long-term relationships with her clients. Outside of her professional role, Zoe is involved with professional organizations such as Junior League Tampa and serves as Membership Board Chair for NAWBO. Her personal interests include skiing, swimming, traveling, yoga, and spending time with her family.

Woodrow Clark III is a financial advisor with Ameriprise based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Clark serves on the board of directors for the Byrd Lake Woods Homeowners Association, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven models and tax-efficient strategies to develop personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jody Clark is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, where he has worked since 2013, accumulating 12 years of industry experience. He serves as a board member for After School All-Stars, a nonprofit organization. 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 individuals, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michele Davis is a financial advisor with LPL Financial in Apollo Beach, FL, holding Series 63 and Series 66 licenses and with 35 years of industry experience. She previously worked at Ameriprise Financial Services and Keller Williams Realty. In addition to her advisory role, she is a licensed real estate agent and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by research and multiple investment strategies.

Marcus Smith is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities since 2018, following two years at Morgan Stanley Private Bank. 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 to guide its recommendations.

Jennifer Crimmins is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 33 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is the sole proprietor of several real estate entities in Tampa. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee, providing advisory services without offering individual security recommendations within standalone plans.