Charles Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Carlos Munozlucas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Deutsche Bank Securities Inc. for 16 years before joining Raymond James in 2016. Munozlucas serves as Chair of the Investment Committee and is a member of the Board of Trustees and Finance Committees at Associated Catholic Charities, Inc. Raymond James & Associates is a large 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Toscano is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Ameriprise from 2004 to 2009. He also provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a large network of investment adviser representatives.

Brian Rumbles is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Tampa, FL. He previously worked at Ameriprise Financial Services, Inc., Cuso Financial Services, LP, and Grow Financial Federal Credit Union. Outside of his advisory role, he is involved with Grow Financial Investment Services, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of financial planning and investment management services.

John Wire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various branches of Raymond James since 2015 and is also associated with Wahl Wire Wealth Management. Outside of his advisory role, he owns a small support company, Wire Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Matthew Weber is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Calton & Associates, C&D General Services, Stephens Inc., and William R. Hough & Co. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various programs and supported by comprehensive research and a range of portfolio management styles.

Tammy Pleicones is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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.

Jacob Bubenik is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of his advisory role, he manages a condo rental property in Steamboat Springs, CO. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing access to various investment products and ERISA fiduciary services.

Anna Manning is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Transamerica Financial Advisors, and SumRidge Partners LLC. Outside of her advisory role, Manning also works as a real estate sales agent with Keller Williams Tampa Properties. 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 nonprofit entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.

Stacey Pagan Walker is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding a Series 66 designation and with 23 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, she worked at Schwab Wealth Advisory, Charles Schwab, Morgan Stanley Dw Inc., and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options primarily through diversification principles and modern portfolio theory.

Ryan Hoge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 licenses and seven years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc. and Franklin Templeton Distributors Inc. 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 municipal entities—and offers tailored financial planning and consulting services supported by extensive research and a wide range of portfolio management options.

Thomas Gargiulo Jr. is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its related entities since 1999. Outside of his advisory role, he serves as president of National Income Tax Accounting & Insurance Services, Inc., where he provides accounting services, prepares tax returns, and manages accounting software sales and support. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform that includes affiliated and third-party managers, with program options ranging from automated allocations to bespoke strategies.

Benjamin Runnells is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent five years at USAA Financial Advisors, Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by proprietary research and a broad affiliate ecosystem.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrea Osbourn is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2006. Outside of her advisory role, she is listed as a partner in a small business owned by her husband, although she does not have active responsibilities in that business. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services and focuses on educating clients to help them achieve their financial goals through personalized strategies. Janet holds a Bachelor's degree in economics from the University of Michigan and has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Committed to community involvement, Janet follows the Merrill tradition of participating in local organizations, volunteering with groups including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. She resides in Tampa, Florida, and has been married since 1984, with her team serving clients in Clearwater, Florida, and Farmington Hills, Michigan.

Sean Mainwaring is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and experience at several insurance agencies. He serves on the advisory board of the Junior League of Tampa Bay and is a fundraising committee member for Habitat for Humanity Tampa Bay. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

Race Walker is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at LPL Financial and previously held positions at Vernick Financial Planning, Cadaret, Grant & Co., Inc., BB&T Investment Services, Inc., and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolio programs and access to third-party asset managers, supported by a large network of over 22,800 advisors.

Thomas Currier is a Planning Consultant at Fidelity Investments, where he works with clients and their families to develop financial plans tailored to their individual goals. In his role, he focuses on understanding clients' objectives and assisting them in managing risks to support their desired lifestyles. Thomas has held various positions within Fidelity Investments, including Relationship Manager, Investment Solutions Representative 1, and High Net Worth Associate. Prior to joining Fidelity, he worked as a Financial Associate at Equitable Advisors. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Ronald Caffrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2009, following a brief tenure at T. Rowe Price Advisory Services, Inc. In addition to his advisory role, he manages three rental properties inherited from his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad adviser network and a range of portfolio management styles.