Victoria Michalski is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its predecessor since 1999. Outside of her advisory role, she serves as Vice President at think2perform, where she coaches financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning focused on income reliability and tax-aware withdrawal strategies.

Diane Herrington is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She is the owner of Herrington Financial Corp, where she provides tax preparation, accounting, and tax planning services. Herrington also serves as a non-voting board member for Kids Need Both, Inc., a nonprofit organization, and is a pianist who performs at weddings and receptions. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and affiliated and third-party managers.

Kari Larocco is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Larocco serves on the University of Tampa Board of Fellows and is involved in entrepreneurial activities including managing a personal brand and acting as a brand ambassador for a cycling and triathlon apparel company. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dustin Orr is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America for five years and served as a CPA and partner at Hamilton & Phillips CPA, LLC. Outside of advisory work, he is involved in managing several real estate properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Shannon Reid is a financial advisor at Osaic with 21 years of industry experience and holds Series 65 and Series 66 credentials. Prior to joining Osaic Wealth in 2026, Reid worked at various Raymond James entities from 2007 to 2026. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Joseph Dellutri III is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Cetera since 2015 and serves on the Villa Rosa Homeowners Board of Directors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Brian Rowland is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Zachry Marshall is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities for nearly a decade. In addition to his advisory role, he is an independent insurance agent and president of 813 Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options and combines proprietary strategies with access to third-party managers to tailor investment approaches.

Attila Szalay is a financial advisor at Wells Fargo Advisors in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing and several other firms, and he has experience in both education and the food service industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Debra Summerlin is a financial advisor at Merrill with 28 years of industry experience and holds a Series 63 designation. She has been with Merrill since 1990, totaling 36 years at the firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Wetzork Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2016. 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 accounts, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Sharon Flaspohler is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She worked at Invest Financial Corp for 15 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Darrell Hawkins is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Bank of America. Hawkins is currently based in Tampa, Florida. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Ameriprise Financial Services from 2010 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Aiello is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 16 years of experience with Merrill since 2010. He has nine years of industry experience. 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 supported by its internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leon Montgomery III is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and the Bank of Tampa since 2023. Montgomery also has prior experience outside finance, including roles at Carrollwood Gold and Country Club, Publix, Chipotle, and the University of South Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Locker is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he serves on the board and finance committee of St Johns Episcopal Parish Day School, contributing to the school's master planning and executive compensation efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a variety of portfolio management styles supported by affiliated research and model managers.

Isaac Treesh is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014. Outside of his advisory role, he has been involved with IT Property Holdings, LLC from 2023 to 2025. 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 delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.