Donald Johnson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Ameriprise Financial Services, LLC and was previously with Raymond James Financial Services Advisors, Inc. outside of his advisory role, he is a partner in two businesses, including a charter fishing enterprise and a hunting club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kelsey Zyndorf is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and the Global Investment Committee’s return estimates. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

William Digman II is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He joined Merrill in 2015 and has also been associated with Bank of America since 2026. Outside of his advisory role, he owns and operates Digmans LLC, a business focused on purchasing and training horses for competition. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Luiz Fontes is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007, including roles at UBS International and UBS AG. Outside of his advisory work, he is a co-owner of A&F Properties LLC, a real estate investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

John Farrall is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at PNC Private Bank for 14 years before joining LPL Financial in 2024. Farrall also has a business entity related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including 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, supported by model portfolios, third-party research, and technology-driven strategies.

Mary Chivers is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she dedicates time weekly to bookkeeping for a family-owned business specializing in interferometers. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Isaac Hartmann is a financial advisor with LPL Financial in Lakeland, FL, holding CFP® and CFA® designations and over 23 years of industry experience. He has been affiliated with LPL Financial since 2019 and has worked with Allen & Company of Florida, Inc. since 2004. Hartmann is also the owner of an insurance agency, Devoted Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Walker is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen & Company of Florida, Inc. since 1999 in addition to his role at LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Campoamor is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his financial career, he has a 25% ownership interest in a recreational hunting property through C&M Ranch LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them.

Mark Scaglione is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services for 31 years before joining Stifel Nicolaus & Co. Inc., where he has been since 2019. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Hunter Mc Taggart is a CFP® professional with four years of industry experience, currently serving as an advisor at LPL Financial in Lakeland, FL. Prior to joining LPL Financial, he held roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, diversified strategies, and technology-driven portfolio solutions.

Joan Martinez is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Capital One Bank. Outside of her advisory role, she operates AMR Solutions Specialist LLC, a biomedical equipment repair consultancy in Tampa, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Alvin Owens is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize structured discovery and firm-approved tools to model financial outcomes.

Gary Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 63 credential and over 43 years of industry experience. He has been with Raymond James for 25 years and concurrently serves as Treasurer at Hancor Promotions Inc., a role he has held for more than two decades. Additionally, he acts as trustee for a personal family trust, managing investments on behalf of his daughter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by various portfolio management styles and affiliated research.

Christie Roberts is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in July 2012 after 28 years at Smith Barney Harris Upham and the Cappello Group. Christie and her team focus on advising clients in investment management, retirement planning, and college savings, primarily serving families and generational wealth. Their investment expertise includes equity and fixed income securities, both taxable and tax-exempt. Additionally, they provide assistance with liability management, including securities-based lending and home financing products offered through Bank of America, N.A. Christie was born and raised in Tampa, Florida, and earned her Bachelor's Degree in Psychology from the University of South Florida in 1983. She holds FINRA Series 7, 63, and 3 registrations, licenses in Variable, Life & Health Insurance, and the designations of Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). Outside her professional role, Christie has served on the Board of Directors of the University Club of Tampa as a former President and has been a Board of Trustees member for Tampa Preparatory School.

John Few is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he serves as Finance Committee President Elect and Board Member for the Hillsborough County Bar Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning and investment services.

Thomas Peel is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Charles Schwab, Peel worked at firms including Morgan Stanley, E*TRADE, and Fidelity. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 options supported by multi-asset model portfolios and centralized operational infrastructure.

Thomas Lloyd is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, Primerica, Truist Investment Services, and Citizens Bank and Trust. Outside of his advisory work, he serves as Vice President of the Board of Directors for the Florida Children's Museum and is a board member of the Central Florida Speech & Hearing Center, participating in fundraising and community advocacy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Hadi Abu Asab is a Series 66-credentialed financial advisor with five years of industry experience, currently with LPL Financial in Tampa, FL. He previously held roles at Raymond James affiliates and Grow Financial Federal Credit Union, among other positions in financial services and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management technologies.

Bryan Mc Kay is a financial advisor with Raymond James & Associates in Tampa, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Sandy Morris Financial and Brightway Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.