Nathan Kilton is a CFP® and PFS™ credentialed financial advisor with 20 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Advisory Services and 1ST Global Advisors. Kilton is also the owner of Sedita Kilton Life & Wealth Management, a financial services firm, and serves on the Plant City Public Safety Employees Pension Board as a board member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

David De Vinney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Cooper is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His work history includes roles at Morgan Stanley, Charles Schwab & Co., DoorDash, and involvement with the Boy Scouts of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Oana Dunkel is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. She is based in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves diverse client types and is involved in managing registered investment companies and model portfolios, employing systematic methodologies and oversight controls.

Drew Catanese is a financial advisor with Cetera holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Waddell & Reed. He is the author of "A Pathway to Financial Independence for Young Adults." Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through various program platforms and investment strategies.

Oliver Norton is a Planning Consultant at Fidelity Investments, where he works as part of a team to develop comprehensive and holistic financial plans for clients. He aims to connect with clients personally to understand their life goals and concerns in order to create tailored financial strategies that support their unique aspirations. Oliver has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2024. His professional experience centers on financial planning and collaborating with clients to navigate the challenges and rewards of developing strong financial plans. Outside of his professional work, Oliver enjoys activities such as spending time at the beach, fitness, hiking, soccer, traveling, and exploring food.

Ildemaro Asprino is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Personal Capital. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and serves a large client base through both advisor-led and online platforms.

Eric Reid is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at Florida Financial Advisors and has held roles outside finance including positions with several small businesses and teaching at The University of Tampa. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Richmond Galbreath Jr. is a financial advisor with LPL Financial in Tampa, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment strategies.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

John Pascarella is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns and operates an ice cream store in Lake Hiawatha, New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, combining tailored, fact-based planning with a range of portfolio management styles and affiliated research.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Goldman Sachs for four years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He studied at Princeton University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized, non-discretionary investment advice.

Jefferson Craft is a Series 65 credentialed advisor with 28 years of industry experience. He is currently with LPL Enterprise, having joined in 2024, and previously worked at Pruco Securities, LLC for five years. Outside of his advisory roles, he has been involved with Home Refresh LLC and Wavespin Reels, Inc., reflecting a diverse professional background including entrepreneurship. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model portfolios, and third-party asset management, supported by an integrated platform that combines adviser programs with sales of other financial products including insurance.

Ryan Rodriguez is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His professional background includes roles at T. Rowe Price and Suncoast Credit Union. Outside of financial services, he serves as a finance supervisor for a trucking company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving 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 model portfolios and research from both internal and third-party sources.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Jonathan Zollo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he teaches music at the Tarpon Springs High School Leadership and Music Conservatory and serves as treasurer of the Leadership Conservatory Foundation, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He works with individuals, entrepreneurs, families, and businesses to address their complete wealth management needs, delivering customized support and financial oversight. Michael focuses on areas including investment management, legacy planning, estate coordination, retirement and cash flow analysis, and tax minimization strategies. He also assists business clients with qualified and non-qualified employee benefit plans. With over two decades of experience in financial services, Michael began his career as an accountant specializing in financial services and later worked with a regional brokerage firm before joining Merrill in 2003. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations, and serves as a Retirement Benefits Consultant. He earned a bachelor's degree in accounting from Bucknell University. Michael is involved with the Tampa community through organizations such as Meals on Wheels and Tampa Preparatory School. He resides in Tampa with his wife and two children.