Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2009. Reese also has an association with Tampa Bay Financial Planning, LLC. 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 offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals across a large advisor network.

Nicole DiPinto is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In her position, she works closely with clients and the advisory team to facilitate thoughtful and organized meetings. Nicole is committed to making the financial planning process seamless and personalized by building lasting relationships and helping clients feel confident in their plans. Outside of her professional responsibilities, Nicole enjoys attending concerts, exploring culinary experiences as a foodie, skiing, and practicing yoga.

Alexander La Joy is a financial advisor at Ameriprise in Dunedin, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, McKim and Creed, and Grumpy Gators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Rockwell is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James & Associates since 1996. 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 that includes individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning. Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village. Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. Outside of his advisory role, he is involved in marketing and sales of fixed insurance products through his insurance agency, Total Resource Financial. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers and wrap programs.

Roderick O'Connor is a financial advisor with Edward Jones in Safety Harbor, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he coaches swimming at a country club aquatic center and writes articles online about parents who have lost children. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and reported approximately $1.01 trillion in assets under management.

Peter Katsarelis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked at Bank of America and Merrill from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Keith Mevorah is a financial advisor with LPL Financial in Odessa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his financial advisory role, he is involved in mechanical restoration as an automotive restorer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Michael Reinhardt is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Fisher Investments, Morgan Stanley, and T. Rowe Price. He also served in the Army National Guard for five years and has been affiliated with the University of Florida since 2012. Charles Schwab 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. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Roy Echols is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cuna Brokerage Services, Inc. and Suncoast Schools FCU / Members Trust Company. Echols is based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 and incorporating model portfolios and research from various sources.

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.

Deborah Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has managed her own firm, Cooney Financial Inc., since 1997 and has held various roles within the Cetera network since 2025. Outside of advisory work, she owns and operates accounting and tax preparation services through her firm. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Katrina Naples is a Series 66–licensed financial advisor at Merrill with five years of industry experience. She has held roles at Merrill and Morgan Stanley, and has also worked at Bank of America, N.A. Outside of her advisory work, she operates personal retail sales businesses on Facebook Marketplace and eBay. 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, pension plans, corporations, and charitable organizations.

Paul Bedinghaus is a financial advisor at Bedinghaus Financial Group, Inc in Clearwater, FL, with the PFS™ designation and four years of industry experience. He has held roles at Sabal South, Inc. since 2022 and founded Bedinghaus Financial Group, Inc in 2021. He is also the president and owner of Bedinghaus & Company, PL, a certified public accounting firm, and serves as president of Sabal South, Inc., a business management company. Bedinghaus Financial Group, Inc is an independent firm led by Paul Bedinghaus.

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

Seema Jain is a Series 65-licensed advisor with six years of experience, currently serving at Axiom CPA in Tampa, FL. She has worked at Jaffe Tilchin Investment Partners and GENEOS Wealth Management, and is the founder and CEO of several business consulting and real estate ventures. Jain also owns and operates Axiom Business Consulting, LLC, a CPA firm providing tax and business planning services. Axiom CPA serves individuals, high-net-worth clients, and businesses by offering tax, accounting, and business-planning services while referring clients to unaffiliated investment adviser firms. The firm does not provide discretionary asset management but focuses on solicitor referrals combined with its core accounting and insurance services.

Adam Gruber is a CFP®-designated financial advisor with nine years of industry experience, currently with AMG Wealth Management LLC since 2020. He previously worked at CPS Investment Advisors and also has a long-term role as a high school math teacher in the Hillsborough County School System. Outside of advising, he teaches multiple secondary math classes at Brandon High School. AMG Wealth Management LLC is a small firm based in Land O Lakes, FL, serving clients with personalized financial planning and investment management.

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.