Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Rachel Kirk is a financial advisor with Ameriprise in Lutz, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes multiple roles within Ameriprise and prior positions at NYLIFE Securities LLC and New York Life Insurance Co. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jenna Marquardt is an Investment Consultant at Fidelity Investments, where she works directly with individuals and families to develop customized financial plans and strategies aligned with their goals and values. She emphasizes collaboration with clients to adapt their financial plans as life circumstances evolve. Jenna has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Central Relationship Manager, and Relationship Manager before her current position. Her experience spans client relationship management and investment consulting within the firm. Outside of her professional work, Jenna enjoys spending time at the beach, attending concerts, cooking and baking, exploring food-related activities, socializing with friends, and caring for her pets.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Kellie Kuhar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to joining Cambridge, she worked seven years at First Command Financial Planning. Outside of her advisory role, she manages Strategic Wealth of Tampa LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions utilizing a variety of platform arrangements and proprietary and third-party strategies.

Nicholas Novak is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at Oppenheimer and Atlantic Warrior Inc. Before entering the financial industry, he also worked in education and the restaurant sector. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 26 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Emmanuel Tsesmelis is a financial advisor with LPL Financial in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He previously worked at Wells Fargo Clearing and Edward Jones before joining LPL Financial in 2014. He operates Tsesmelis Wealth Management as a DBA for his LPL business. 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 over 22,800 advisors managing in excess of $819 billion in discretionary assets.

Jonathan Serrano is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kimberly Jackson Fernandez is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Accurate Advisory Group prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Joseph Cannarella is a financial advisor with Edward Jones in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of Presti Entertainment LLC, an entertainment and wholesale business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large network of advisors and branch offices nationwide.

Matthew Robichaux is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at firms such as The Levine Legacy Group and involvement with education services like Academy at the Lakes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tori Lewis is a CFP® professional with 27 years of experience in the financial services industry. She has worked at LPL Financial since 2023, following nine years at Spc and Sigma Financial Corporation. Outside of financial advising, Lewis is involved with At Your Service Tax & Accounting Inc., where she has been active since 1991, and she also pursues activities as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies supported by research and technology tools.

Stephen Collier is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and Discover Financial Services. Outside of finance, he serves as a general partner in Injection Plastics USA, a company specializing in small plastic parts injection molding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Raymond Shade is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida, where he has been serving clients since 2017. Prior to joining Merrill Lynch, he spent five years in the asset management industry. Kirk develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on creating strategies aligned with clients' personal goals and addressing key financial questions such as wealth sufficiency. His areas of expertise include family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning and income, portfolio management, small business strategies, and tax minimization. He combines institutional asset management expertise with a client-focused approach to provide strategic, long-term financial guidance aimed at instilling confidence and security. Kirk holds a Bachelor of Science degree in Finance and Real Estate from Florida State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is involved with the Florida State University Alumni Association and the Tampa Bay Seminole Club. Kirk resides in St. Petersburg with his wife Stephani and their son Everett. Outside of work, he enjoys basketball, boating, football, skiing, traveling, and spending time with his family.

Peter Skordilis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to inform investment decisions within a broad range of brokerage and advisory solutions.