Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Dushan Borota is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Lillian Cucuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has been associated with Primerica since 1986. Outside of her advisory role, she is involved with HIS Creations, LLC in Land O Lakes, FL. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and maintains approximately $15.5 billion in assets under management through a large network of financial advisors.

Kevin Colosimo is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2012, including an eight-year tenure at Charles Schwab Bank Ssb, and spent one year at TD Ameritrade. Charles Schwab & Co., Inc. serves mostly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

Jerry Reimer is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, delivered either as a one-time or ongoing engagement, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Russell Diamond is a CFP® professional affiliated with Osaic in Tampa, FL, with 16 years of industry experience. He has worked at Osaic since 2018 and previously spent five years at Jhfn Sii. Outside of his primary role, he is involved with Platinum Financial Group, conducting investment advisory and insurance business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset allocation and portfolio management tools across a complex corporate structure with multiple mergers and third-party arrangements.

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Roger Hyde is a financial advisor at LPL Financial with 47 years of industry experience. He holds the Series 63 designation and previously worked at American Wealth Management, Inc. for 15 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research-backed model portfolios and alternative investment strategies.

Paul Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2024. Elliott is also the owner of Iron Rock Wealth Management. 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 emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Clement Thompson is a financial advisor with Merrill in Palm Harbor, FL, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2017 and previously at Popular Community Bank. Outside of his advisory role, he owns a business selling memorabilia and collectibles online. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Quattrochi is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Securities America Advisors. Quattrochi serves as a community advisory council member for HCA Florida Trinity Hospital and is involved in managing multiple financial planning and wealth advisory enterprises, including a scholarship program for higher education. OSAIC serves retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Kathleen Talboom is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. She has been affiliated with Cambridge Investment Research entities since 1999 and currently serves as president of Essentia Financial, Inc. She is also a board member of the First Church of Christ Scientists in Clearwater, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management strategies and institutional features.

Brandon Barrett is a Financial Advisor at Merrill Lynch Wealth Management and a partner of the Hughes Thiel and Associates Team. He specializes in providing personalized wealth management strategies for business owners and families. Brandon focuses on creating tailored financial plans that align with individual goals, whether related to retirement, business planning, investment management, or estate planning services. His areas of expertise include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Individual and Corporate Investment Strategy. Brandon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Outside of his professional work, Brandon enjoys baseball, basketball, fishing, golfing, pickleball, and spending time with his family. He emphasizes understanding clients' priorities to develop collaborative and personalized financial strategies.

Ronald Robertson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-driven investment approach. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Kyle Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BlackRock Investments and Electric AI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Smith is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including First Allied Advisory Services and Cetera in various capacities since 1998. In addition to his advisory role, he owns Pathway Associates Inc., a tax preparation and accounting business, and is president of Smith Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.

Jean Paul Clark is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Tess Zigo is a CFP® professional with 11 years of experience in the financial services industry, currently with LPL Financial since 2021. Her prior work includes roles at Valerie Janke and Waddell & Reed Inc, as well as involvement with the Financial Planning Association of Illinois and the DuPage Children's Museum. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside third-party research and model portfolios.

Franklin Clark Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with Securities America, Inc. and Investacorp Advisory Services, Inc. In addition to his advisory role, he operates a tax preparation and accounting services business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Jeffrey Evans is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, he serves as Treasurer for the Largo Lions Foundation, a nonprofit focused on eye site conservation, disaster relief, and community outreach. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.