Aleksandr Kuzmin is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Merrill and Bank of America, N.A. for nine years. Outside of advising, he manages an online retail business specializing in LED lights. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jewmanna Mehasen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Prior to that, she worked at JPMorgan Chase Bank, N.A. and has held positions outside the financial industry, including roles at Sephora and Nordstrom. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG eligibility framework when recommending investment strategies.

Valkyrie Lang is a financial advisor at Fisher Investments with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corp. and New York Life. Outside of finance, Lang owns a retail business offering body care and skincare products directly to consumers. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management with a focus on equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Richard Eusebe is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Raymond James & Associates, Fidelity Investments, Bank of America, Morgan Stanley, and T. Rowe Price. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led solutions, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Michelle Fulkerson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2002. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Graham is a financial advisor at Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Aflac, and UW–Madison. He is also employed by Carrollwood Administrative Services LLC, which supports his administrative duties as an Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. Its Premier Retirement Income service provides retirement-focused planning through comprehensive reports and ongoing advice, relying on in-house research and third-party data to guide tax-aware withdrawal strategies and income planning.

Ryan Luzod is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Raymond James & Associates since 2013. 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Cody Kimble is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab & Co. since 2021 and Edward Jones from 2017 to 2021, preceded by four years at Publix and a decade in full-time education. Charles Schwab & Co. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, integrating custody, brokerage, and advisory services in a centralized model.

Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Securities, Fifth Third Bank, and PNC Investments. Clark is based in Lutz, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.

George Brkljacic is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks and Summit Financial Group. Outside of his advisory work, he owns a financial coaching business, The Money Coach LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both proprietary and third-party research.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Wells Fargo entities since 2016, including Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Medina is a financial advisor at Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Evan Muys is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Synergy Volleyball, as well as positions in academic institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Anis Dridi is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds the Series 66 designation. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shane Atwood is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advisory work, he is involved in real estate property management and serves as a trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and proprietary investment analyses.

Justine Nostrom is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill and Fidelity Brokerage Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established governance and proxy-voting procedures.

Carlos Cabrera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His career includes roles at Charles Schwab Bank, USAA Investment Management Company, and Morgan Stanley. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investments due diligence, and centralized operational infrastructure.

Thomas Yannetti is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding the CFP® and ChFC® designations and possessing five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously held roles at Jcrew and Shadowbrook at Shrewsbury. Yannetti is also involved in outside insurance sales as a licensed insurance broker. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and does not have investment discretion as part of planning; implementation of recommendations is optional and involves separate arrangements.

Jonathan Williams is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Wells Fargo entities since 2010, including Wells Fargo Securities and Wells Fargo Bank. Williams serves on the finance committee of Families Forward Charlotte, a nonprofit organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.