Pedro Filippa is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Raymond James and T. Rowe Price. Filippa is based in Saint Petersburg, FL. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional entities.

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Joshua Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He has held positions at several firms, including T. Rowe Price and Grove Point Investments, before joining Raymond James. Johnson holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients such as pension plans and municipal entities. The firm offers tailored, non-discretionary advice and specializes in solutions like the SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, she worked at Ford Motor Credit, Childcare Solutions, Sony/ATV Music Publishing, and Belmont University. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Margaret Salvatore is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes positions at Baird, Northwestern Mutual, and the University of Göttingen. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and serving a diverse clientele, including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting, with a notable presence in municipal and public finance markets.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for four years at Innisbrook Golf and Spa Resort. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and employing over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and comprehensive portfolio recommendations.

Danielle Sagan is a financial advisor at Edward Jones in Palm Harbor, FL, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, she worked in education for over a decade and has been an independent consultant for Scentsy since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Michael Markis is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2005. Outside of his advisory role, he works as an independent contractor for ChicJourney Travel Advisors, assisting with occasional hotel and experience bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Allie Winchester is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Dicks Sporting Goods, the YMCA of the Suncoast, and East Lake High School. Outside of her advisory role, she is involved with AB Hauling, a non-investment-related business. 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 financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management solutions.

Cynthia Richardson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at INVEST Financial Corp for nine years before joining LPL Financial in 2018. In addition to her advisory role, Richardson owns a tax preparation and accounting business and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, supported by a national network of investment adviser representatives and access to diverse investment strategies and technologies.

David Soiferman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including six years at Ameriprise Financial Services, LLC, and ten years at Ameriprise Financial Services, Inc. He has a background in financial services and is based in Oldsmar, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Jessica Malley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2015, including a role at Doshi Financial LLC from 2015 to 2022. Prior to her advisory career, she was affiliated with the University of South Florida. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using comprehensive risk profiling and firm research to provide tailored recommendations across various account types.

Dean Rosko is a financial advisor with Equitable Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he serves as the First Vice President of the Gulf Coast US Bowling Congress. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Robert Wolf is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns COST TO SERVE, LLC, a business that provides a program to help companies calculate the total cost of inventory by SKU. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and periodic reviews without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

John Mc Connell III is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Michael Miller is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation from 2014 to 2018. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by in-depth research and diverse investment strategies.

Zachary Kessler is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 13 years of industry experience, all with Raymond James since 2010. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and serves both retail and institutional clients, including municipal entities through its Institutional Fiduciary Solutions division.