Jon Trombetto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Raymond James and its affiliates since 1998 and is also the owner of Eye Captured Photography, LLC, where he operates an online business selling photographs and providing photography services for life events and commercial projects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to help clients evaluate outcomes, supporting implementation through advisory programs and other providers.

Eric Bennett II is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations with one year of industry experience. He previously worked at Bankers Life and Casualty Company and has operated Bennett Financial LLC since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Gregory Stahl is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior work includes six years at Truist Investment Services and twelve years at The Bank of Tampa. He also manages a personal revocable trust as an outside activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Michael Carelli is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Carelli is a partner in multiple business ventures, including a restaurant operation in Brandon, FL, and several investment partnerships involved in retail and real estate. He also owns an aircraft managed by an aviation leasing company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor client solutions.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior experience includes roles at Fisher Investments, Forthright Capital Advisory, USAA Financial Planning Services, and Lincoln Investment Planning. Outside of her advisory work, she has experience as a health insurance agent during open enrollment seasons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justin Burthay is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Fidelity, having previously worked at Charles Schwab and USAA in various advisory roles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its regulatory registrations and the use of AI and systematic methodologies in its investment process.

William Cummings is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding the PFS™ and Series 63 designations with 33 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is active as an improv actor and comedian, and serves as an Investment Committee member for the Tampa Museum of Art. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a range of securities, supporting both discretionary and non-discretionary accounts.

Blagojce Kocovski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and Truist Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.

Shaylan Patel is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Patel worked at PricewaterhouseCoopers and has held various other roles in diverse industries. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment options.

Blake Bir is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance, and North Star Resource Group, where he continues to serve as a financial professional. He is also affiliated with the University of Dayton. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

David Codella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent over a decade at SunTrust Investment Services. His spouse owns an e-commerce wedding business, for which he serves as a check signer. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and a wrap program.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Creative Mailbox Designs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad network, utilizing a range of investment strategies and technologies while operating one of the largest advisory platforms in the industry.

Henry Tschopp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and has two years of industry experience, including prior work at Morgan Stanley. In addition to his advisory role, he supports All Seasons Wealth and assists with accounting services at All Seaons Accunting Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports investment implementation through advisory programs and affiliated providers.

Justin Luiten is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, alongside tax-aware processes and various risk management tactics.

Adam Sipes is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with SII Investments. In addition to his role at LPL, he is involved with Oak Partners Inc, which offers non-variable insurance products including term, health, LTC, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and oversight of substantial discretionary assets.

Araceli Trejo Rojo is a financial advisor at Raymond James Financial in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored, non-discretionary advice through a broad network of advisors and supporting municipal and public finance work.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes service in the U.S. Army from 2016 to 2025 and roles with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies overseen by external asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Brent Olsson is a financial advisor at Robert W. Baird & Co. in Tampa, FL, with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. for 20 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.