Zeyu Lyu is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Clearstead Advisors, LLC from 2018 to 2022 and held roles at The Ohio State University and Bowling Green State University. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, utilizing centralized investment decisions and a range of tactical strategies to manage risk and optimize portfolios.

Heather Balfour is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and its affiliates for the majority of her career, with a three-year tenure at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity's Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies and fund-of-funds.

William Rhodes is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance, as well as over a decade with Iowa Northern Railway. He serves as a board member for the Shady Creek Preserve Homeowners Association. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Richard Mc Bride is a financial advisor at Merrill based in Tampa, FL. He holds a Series 66 designation and has professional experience across several firms, including ALTR Solutions, Inc., Proven Optics LLC, PowerChord, Inc., and Aerotek, Inc. 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 model-based and discretionary strategies designed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jefferey Cappelle is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Investment Advisors Asset Management, LLC and OSAIC. Outside of his advisory role, he is the managing member of Cappelle Accounting, LLC, a firm specializing in tax preparation and small business accounting. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools and a large network of over 22,800 advisors.

Christopher Sankey is a financial advisor at Ameriprise in Lutz, FL, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for individuals near or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Charles Curtis Jr. is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. Curtis has been with Raymond James in various capacities 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and research resources.

Lauren Dumont is a financial advisor at LPL Financial based in Tampa, FL, holding a Series 66 designation. She has been with LPL Financial and Grow Financial Federal Credit Union since 2025. Prior to her financial services career, she worked at Publix Supermarket and Osceola Fundamental High School. 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 and access to third-party asset managers, supported by a large network of advisors and a variety of operational tools.

Eric Maniaci is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Financial in 2026, he worked at AGIA for four years and Valic Financial Advisors for thirteen years. He is also licensed as an agent offering non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

David Bilodeau is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2009. Outside of his advisory role, he has acted as an independent contractor fixed product agent for Financial Benefit Services Corp. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stacey Rothman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2000 with a brief period at Raymond James & Associates in 2007. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

April Federici is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She works with individuals, families, and retirees to develop personalized financial strategies aimed at growing and preserving wealth. April's approach focuses on understanding what matters most to each client, offering guidance on retirement planning, investment management, cash flow strategies, and long-term financial objectives. Her expertise includes education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. April holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned both her Bachelor's and Master's degrees from the University of Central Florida. April helps clients by taking the time to understand their priorities and working with them to pursue their financial goals. Outside of her professional work, she has interests in football, reading, running, traveling, and yoga.

Daniel Petika is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes three years at Citigroup Global Markets before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Christiaan Webb is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and Merrill since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacqueline Messado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, she worked at Morgan Stanley for eight years. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Matura is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services as an Investment Banker in New York City in 1990 and joined Merrill Lynch Wealth Management in 2003. Edward focuses on helping clients pursue their financial goals through personalized wealth management strategies that consider their full financial picture. His areas of expertise include college education planning, socially responsible and values-based investing, ESG investing, and supporting women and wealth. Edward is a Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment (SE) designation. He holds a bachelor's degree from Florida State University and an MBA from Hofstra University. Edward is committed to community involvement, following the Merrill tradition of participation in the communities served. He spends time volunteering with local organizations. Outside of work, his personal interests include billiards, football, golfing, music, and yoga. He lives in Tampa with his two daughters and their pets.

Heman Ward is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Edward Jones and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program combines centralized quantitative and qualitative due diligence with a forward-looking investment approach and incorporates ESG criteria within its eligible strategies.

Stephanie Fries is a financial advisor with Wells Fargo Clearing in Tampa, FL. She holds Series 66 and Series 63 designations and has 19 years of industry experience, including 10 years with Wells Fargo Clearing. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Dickenson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2016 and has been involved with Primerica Financial Services since 2014. Outside of his advisory role, he is engaged in sales of investment-related and loan products as well as referral activities for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.