Jake Crowther is a Series 66-registered financial advisor with UBS Financial Services, based in Tampa, FL, and has one year of industry experience. Prior to joining UBS in 2024, he worked at the University of Georgia from 2019 to 2024 and Jesuit High School from 2015 to 2019. 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, supported by proprietary research and a broad range of capital markets and lending programs.

Timothy Kip is a financial advisor with LPL Financial in Plant City, FL, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he owns generationbabyboomer.com, a website focused on encouraging Social Security planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by proprietary research and access to third-party subadvisors.

Jeffrey Hausinger is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Tampa, FL. He has been involved with Hausinger Financial, LLC since 2011 and has held roles at Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory work, he serves as President of All Seasons Accounting Services, LLC and is a partner investor in the parent company of several local restaurants. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Cameron Mc Kee is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Dunham's Sports and Wireless Management LLC. He also worked at the University of Tampa from 2018 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jamie Wills is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 12 years. Outside of his advisory role, he is a partner and limited business owner at MidSouth Icehouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm provides financial planning and investment consulting through a variety of portfolio management styles and research resources, with a focus on non-discretionary relationships where clients make implementation decisions.

Julien Mauldin is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and develop financial plans aligned with their short- and long-term goals. Julien emphasizes trust, thoughtful planning, and clear communication in his approach to financial guidance. Prior to his current role, Julien served in several positions at Fidelity Investments, including Central Relationship Manager from 2024 to 2026, Investment Solutions Representative II from 2022 to 2024, and High Net Worth Associate from 2021 to 2022. These roles have contributed to his experience in helping clients navigate important financial decisions and build lasting relationships. Outside of his professional work, Julien's personal interests include beach activities, fitness, golf, outdoor adventures, reading, and skiing.

Keith Garner is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Synovus Bank, Synovus Securities, Inc., and SunTrust Advisory Services. 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 both brokerage and advisory solutions.

Jessica Romero is a financial advisor at Fidelity with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Fidelity, she worked at USAA in various financial planning and investment roles from 2016 to 2022. Romero also serves as an online adjunct professor teaching undergraduate finance courses for Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides discretionary and non-discretionary advisory services, including fund advisory and consulting.

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves in an investment-related role at Suncoast Credit Union. 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 model portfolios and research from LPL Research and third-party subadvisors.

Donald Burt is a CFP® professional based in Tampa, FL, with 25 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding experience at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Burt is also a business owner of Lightforged Logistics, a home-based venture unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by research and technology, providing both discretionary and non-discretionary management options.

Dean Huwe is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors Inc., and Ameriprise Financial Services, Inc. He is based in Tampa, FL. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence processes for alternative investments within an integrated operational structure.

Frank Abston Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with LPL Financial since 2025 and previously worked at FTB Advisors, Inc. for 10 years. Frank operates in Tampa, FL, and is involved with First Horizon Advisors in relation to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management options supported by research and model portfolios.

Lynn Andersen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Mctaggart is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2019 and has also worked with Allen & Company of Florida, Inc. since 2005. Outside of his advisory work, he is a part-owner of a moving and storage business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, leveraging model portfolios and research from multiple sources to provide discretionary and non-discretionary portfolio management.

Quinton Baker is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC from 2019 to 2021. Outside of finance, he serves as president of QB Construction LLC, a company specializing in new construction and remodeling projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers planning that can be combined with managed-account services under a consolidated billing program.

James Powers is a financial advisor at Ameriprise Financial Services with 29 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Raymond James Financial and Culver Capital LLC. Powers is also involved in community service as an advisory board member for the Family Worship Center and has entrepreneurial interests in a vegan dessert business and a mobile home park through Culver Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, focusing on tailored plans without providing individual security recommendations as part of standalone planning.

William Linville is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2022, as well as Fidelity Investments in 2021. Outside of finance, he was involved with Soflo SAT Tutors from 2020 to 2023. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary model where clients retain final decision authority.

Ryan Nugent is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a partner in WSPRJ, LLC, a non-investment related business. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Samantha A Parker Hopkins is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. 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 leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.