Paul Maes is a financial advisor with Ameriprise Financial, holding a Series 66 credential and beginning his advisory career in 2023. His prior experience includes roles at TopShelf and The University of Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security planning.

Derek Clement is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with various J.P. Morgan entities since 2015. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

James Gothers is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., COVR Financial Technologies, and The Leaders Group, Inc. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Steven Polk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Polk has been with Wells Fargo since 2015, previously working at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a freelance trombone player. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer brokerage and advisory solutions across a broad client base.

Ronald Krueger is a CFP® and CFA® with 29 years of industry experience. He is currently affiliated with Cetera in Tampa, FL, where he has worked since 2000 under various Cetera entities. Outside of his advisory role, he serves as executor and trustee for his mother’s estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple investment program options.

Lauren Dumas is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank since 2006. 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 broker-dealer and investment adviser functions.

Lyle Bowlin is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and at LPL Financial since 2020. Outside of advising, he is engaged in writing a fiction novel and maintaining a Substack newsletter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Elizabeth Curtis is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation. Prior to her current role, she worked at several related Raymond James entities and has experience outside finance, including involvement with Color with Me, Stress Free. 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 clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Bolle is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC for 17 years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Vanessa Garl is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

E S Martin III is a financial advisor at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1981, as well as Bank of America since 2009. Outside of his advisory work, Martin is involved with the Tampa Bay Buccaneers and the National Football League in part-time game day roles, and he also assists with game day operations for the Outback Bowl. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bart Riccardi is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 22 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Valerie Morris is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002, accumulating 18 years of industry experience. She has an outside business interest in 31 Gifts, a retail venture based in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Richard Berry is a CFP® professional with 20 years of industry experience, currently practicing at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, Resource Securities LLC, Leader Capital Corp., Liccar Securities & Custodial Services, and LJM Partners Ltd. He is based in Tampa, FL. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational platform.

Craig Moore is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2024. His prior experience includes roles at MFS Fund Distributors, Inc. and Nationwide Investment Services Corp. He has also served as a Director of Logistics for the Rhode Island Army National Guard since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment offering.

Adam Ben Abram is a financial advisor with Edward Jones in Riverview, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Adam hosts a podcast focusing on non-financial topics such as current religion and politics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jodi Leonard Fardella is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008, also working at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individual and institutional clients including high-net-worth individuals and charitable organizations.

Troy Garcia is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Allen & Co since 2007 and joined LPL Financial in 2019. Outside of his advisory role, he is involved with Garciagrp LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Richard Steinbrueck is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he owns and updates a website offering original music, educational materials, and memorabilia, and participates in church and school fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping services separate.

David Jenkins is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at First Command Financial Planning and insurance services, as well as over a decade in the automotive sales sector. He is a co-owner of J D Investments of Tampa, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various institutional services.