Traci Kelly is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Ohio National Financial Services, and Park Avenue Securities. She also operates under the DBA Ginger Green Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a wide network of advisers. The firm offers integrated brokerage and advisory services with a range of investment strategies and third-party managed account solutions.

Amneris Jordan is a financial advisor at Merrill with over 27 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Palm Harbor, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, supported by strategic asset allocation and tax-aware options.

Sima Tamaddon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2026. She previously served as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026 and worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima approaches her work as a long-term partnership with clients, emphasizing consistent communication and comprehensive planning that adapts as their lives and goals evolve. She believes that maintaining a steady relationship through shifting markets and changing circumstances helps build confidence. Throughout her career, Sima has focused on private wealth management and wealth planning, supporting clients in navigating the complexities of financial decision-making. Outside of her professional responsibilities, she enjoys running and playing tennis.

Michael Partridge is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Before joining Raymond James in 2017, he worked at USAA Financial Planning Services and USAA Financial Advisors Inc. from 2014 to 2017. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Christine Moise is a financial advisor with J.P. Morgan Securities, holding a Series 63 license and bringing 33 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent nine years at Morgan Stanley Smith Barney. 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 broker-dealer, investment adviser, and commodity-related registrations.

Tiffany Sanchez is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Cetera Advisor Networks, FOX Wealth Management Group, and Summit Brokerage Services. In addition to her advisory work, she owns a lifestyle brand called Cruzzen. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

Herbert Eng is a financial advisor with LPL Financial in Clearwater, FL, holding the CFP® designation and Series 63 license. He has 37 years of industry experience, including roles at LPL Financial since 2018 and Invest Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Haiou Allen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Allen worked at E*Trade Securities LLC. Outside of advisory work, Allen is listed as a partner in an oil and energy company, Ballen Enterprises Inc, though this involvement is noted as nominal. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services.

Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding the Series 66 designation and eight years of industry experience. He previously worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, Ackerman is employed by American Dream CPA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Brandon Baird is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Bank and Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Raymond James & Associates, Inc. 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 institutional fiduciary services.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Susannah Townsend is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tampa, FL. She has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using proprietary tools and serves approximately $2.74 trillion in client assets.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to joining Raymond James in 2023, he worked at Merrill and Bank of America from 2016 to 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Matt Schommer is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Michael Tippin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with its predecessor, AXA Advisors. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity formed to purchase an airplane, and maintains an outside business website. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and asset management access through LPL programs and third-party managers, operating a hybrid referral and implementation model with both advisory and brokerage channels.

Bryan Peterson is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has held roles at Osaic and GFA Financial since 2021. He previously worked at The Library JV LLC and spent ten years at Pane Rustica. Peterson is also involved in securities sales, client service support, and insurance product sales through GFA Financial. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a mix of investment options, supported by a large network of affiliated advisers and multiple advisory platforms.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West Central Florida. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.