Jamie Wingfield is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Outside of her advisory role, Wingfield serves on the Board of Directors for the Carrollwood Area Women's Club and is Vice President of the Belle Glen Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research-driven modeling and tax-efficiency analysis to provide tailored written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Reid is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at Florida Financial Advisors and has held roles outside finance including positions with several small businesses and teaching at The University of Tampa. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals 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 supported by its Global Investment Committee.

Glenn Duncklee is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. Charles Schwab & Co., Inc. serves a large client base, primarily 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Richmond Galbreath Jr. is a financial advisor with LPL Financial in Tampa, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

John Pascarella is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James since 2018, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he owns and oversees the general operations of an ice cream store, Lake Hiawatha Dairy, which he has operated since 1989. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services, supported by a broad range of portfolio management styles and affiliated research.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include four years at Goldman Sachs and association with JPMorgan Chase Bank, N.A. He attended Princeton University during his early career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jefferson Craft is a financial advisor with LPL Enterprise holding a Series 65 designation and 28 years of industry experience. His prior career includes roles at Pruco Securities, LLC and over four decades at Craft & Company CPA's. Outside of finance, he has been involved with entrepreneurial ventures such as Home Refresh LLC and Wavespin Reels, Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and corporate entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Ryan Rodriguez is a financial advisor at LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2022 and previously spent five years at T. Rowe Price. Outside of his advisory role, he is employed as a finance supervisor at HLR Trucking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by advanced operational tools and a large network of over 22,800 advisors.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Jonathan Zollo is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside the industry, Zollo teaches music at Tarpon Springs High School and serves as treasurer of the Leadership Conservatory Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Christian Colling is a financial advisor with J.P. Morgan Securities based in Tampa, FL. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Citigroup/Citibank and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He provides comprehensive financial services to individuals, entrepreneurs, families, and businesses, delivering a family-office experience with customized support and financial oversight through a boutique-like practice within Merrill. He joined Merrill in 2003 and has been a member of The Valdes Group since 2007. Prior to that, Michael began his career in 1994 as an accountant specializing in financial services and worked five years at a regional brokerage firm. With over two decades of experience, Michael applies his expertise in financial management, cash flow analysis, legacy planning, estate coordination, retirement planning, tax minimization strategies, and employee benefit plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP®), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree in accounting from Bucknell University. Michael is involved in community organizations such as Meals on Wheels and Tampa Preparatory School. He was born and raised in Tampa, where he currently resides with his wife and two children. His personal interests include cooking, football, golfing, skiing, soccer, spending time with family, traveling, and watching movies.

Grant Hazel is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses. He has six years of industry experience, including previous roles at Fidelity Investments and Van Eck Securities Corporation. Outside of his advisory work, he also works as a bartender for Hubtap Mobile Event Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Cindy Engle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at JPMorgan Securities LLC and JPMorgan Chase from 2016 to 2018. Outside of her advisory work, she is an independent origami maker involved with the Safety Harbor Art and Music Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

Kelly Shelton is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at TradeSmith and Fidelity Brokerage Services and has experience outside finance, including a position at Two Sticks Bakery. Shelton is also associated with All Seasons Wealth, a support company for Raymond James. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and supports its services through a large network of advisors and affiliated firms.

David Grindel is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley Private Bank and Cambridge Investment Research Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.