Peter Blake is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, he worked at Primerica Advisors and has held various roles outside of finance, including positions at First Watch Restaurants and Dave and Busters. Outside of his advisory work, Blake is active in coaching lacrosse programs at the high school and youth club levels and is involved in media and business consulting through his own company. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services under a fiduciary standard. The firm is notable for its extensive advisor network and branch footprint, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Andrew Cappello is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and Bank of America, N.A. since 2012. He is based in Tampa, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple program strategies with both client and advisor discretion, supported by a CIO-led platform and integrated capital-markets capabilities through its affiliation with Bank of America.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joel Summerlin is a Senior Financial Advisor at Merrill Lynch Wealth Management in Tampa, Florida. He has been with Merrill Lynch since 1992 and holds the title of Senior Vice President and Portfolio Advisor. Joel brings over 30 years of experience in the financial services industry, specializing in providing clients with individualized investment guidance. He is a qualified Portfolio Advisor, offering recommendations on a range of strategies including Merrill and approved third-party investment managers’ funds and portfolios. Joel earned a Bachelor of Science degree from the University of Alabama. His approach centers on understanding clients’ life priorities and collaborating to develop personalized financial plans tailored to their individual goals and aspirations. He emphasizes providing clients with clarity around investment opportunities and market conditions to support informed decision-making. Joel is committed to offering extensive resources and service to help clients achieve their personal and financial objectives.

Josh Kollman is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and five years of industry experience. He previously worked at The Northern Trust Company for 19 years before joining J.P. Morgan in 2021. Kollman serves as a board member for the Children’s Home Foundation Inc., a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by Wealth Advisors through its Institutional Consulting Services program.

Stuart Schott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Palm Harbor, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bryan Lingle Jr. is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked for 10 years. He has 13 years of industry experience, including concurrent roles at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Hazel Mc Queen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL. She has one year of industry experience, including prior roles at Goldman Sachs and Gleneagles Group Family Office. Outside of her advisory work, she was previously involved with SBABA PSM YP LLC and attended the University of Georgia. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of products, including security-based swaps and futures.

Ryan Brannon is a financial advisor at UBS Financial Services in Tampa, FL, with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and research resources.

Donald Oleson Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across various planning areas. The firm offers these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Charles Mulfinger II is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. His prior experience includes more than three decades at Citigroup Global Markets and over a decade at Morgan Stanley in various roles. Outside of advising, he is a partner in MH Lending, an LLC used for personal investments. 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, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Rafael Urena is a CFP® credentialed financial advisor with six years of industry experience, currently with Raymond James & Associates in Tampa, FL. He has held roles at Raymond James since 2019 and previously worked at Sandy Morris Financial & Estate Planning Services. Urena serves as a board member for Junior Achievement of Tampa Bay, focusing on financial education for middle and high school students. 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, institutions, pension plans, and nonprofits, providing financial planning and investment consulting through tailored, generally non-discretionary solutions supported by extensive research and a broad range of portfolio management styles.

Jonathan Vila is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked for Valic Financial Advisors for 15 years before joining LPL Financial in 2024. Outside of his advisory role, he is a member and owner of a pickleball social club in Atlanta. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Jessica Lenihan is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from its Investment Institute.

Lauren Milian is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 8 years of industry experience. She has been with Merrill since 2007 and has also worked at Bank of America, N.A. since 2024. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Samantha Edenson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, she was associated with Edelman Financial Services, EF Legacy Securities, Charles Schwab, and also briefly involved with Black Diesel Coffee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning that utilizes firm-approved tools and modeling techniques to assist clients in their planning process.

Matthew Gordon is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 17 years before joining UBS in 2021. Outside of his advisory role, he serves on the board of directors and finance committee of Southern Legal Counsel, a nonprofit focused on legal reform and social justice. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers additional services including custody, underwriting, and securities-backed lending.

Michael Avadikian Sr. is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2008 and also works with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a director on the board of the Sarah Vande Berg Tennis Foundation, a charitable organization focused on after-school tennis and educational programs for K-12 students. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-focused investment strategies and leverages its affiliation with Bank of America to support a comprehensive trading, lending, and cash management platform.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Morgan Conry is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northern Trust. Conry is also a partner in two private ventures, SVN Minerals LLC, an oil and energy business, and Cherrywood Canandaigua LLC, a real estate firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice delivered through a select group of Wealth Advisors.