Kyle Flynn is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple firms including Securian Financial Service, Inc. and North Star Resource Group. Flynn serves as an officer on the board of the nonprofit Stop Alzheimer's Now and consults on student loan-related issues for young physicians through Twin Oak Advisors. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ronald Wheeles is a financial advisor with Edward Jones in Brooksville, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, he is a notary public authorized to officiate weddings and other ceremonies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Thitsanin Wachara Amnuoy is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. Prior to Merrill, Thitsanin was associated with Bank of America. Outside of advising, Thitsanin serves as a board member and fundraising coordinator for the All That Dance Booster Club in Tampa, organizing events to support dancers' competitions. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Brumfield is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation, Morgan Stanley, and Fisher Investments. Outside of his advisory role, he has worked as a restaurant server. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Jimmy Tovar is a financial advisor with Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations and with 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he owns a rental property in Wesley Chapel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Shane Stradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His work history includes 26 years at the Pinellas County Sheriff's Office and roles with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Casey Butcher is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for 14 years at the Depository Trust & Clearing Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Jessica Dunning is a Series 66-licensed financial advisor with LPL Financial, bringing 18 years of industry experience. Her career includes roles at Raymond James Financial, USAA Financial Planning Services, and National Planning Corporation. Outside of her advisory work, she owns Defensive Empowerment Academy, where she teaches firearms-related courses. 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 range of advisory and brokerage services with a focus on both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and customized strategies.

Donna Vestal is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Morgan Stanley. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Bradley Pagliaro is a financial advisor with LPL Financial in Wesley Chapel, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at TIAA-CREF and Banc of America Investment Services, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and various institutional platforms.

Robert Smith Jr. is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1998, having worked at Primerica Financial Services since 1988. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliates of Primerica and owns Freedom Fighters, LLC, a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

James Knight is a Series 66-registered financial advisor with UBS Financial Services in Dade City, Florida, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves on the board of directors for the Dade City Rotary, a local service organization involved in community fundraising and outreach activities. 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 provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Ryan Paape is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a variety of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Michael Wetter is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Wetter also serves in the Florida Army National Guard as a military reservist. Charles Schwab & Co., Inc. serves primarily 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 combined advisory, brokerage, custody, and cash-sweep service platform with a client relationship model that includes both non-discretionary and discretionary investment options.

Bryan Melko is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services alongside affiliated brokerage and investment management capabilities.

Louis Mitchell is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Valic Financial Advisors and USAA Financial Planning Services. His outside activities include involvement in non-variable insurance sales in addition to his advisory role. 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 range of financial planning and portfolio management services supported by technology tools and a broad platform that combines advisory and non-advisory financial products.

Mark Prue is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. He operates his practice through his own LLC for tax purposes. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on retirement income planning using tax-aware withdrawal strategies.

Scott Nordstrom is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Raymond James Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Barbara Pietrangelo is a CFP® and ChFC® with 34 years of experience in the financial services industry. She is currently with LPL Enterprise and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides investment advisory and brokerage services, utilizing model-driven portfolios and offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Cheryl Burbano is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Burbano is an author who contributed a chapter on financial planning for women in Larstons Black Book on Personal Finance and provides pro bono financial planning services to military families through Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.