Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Jared Colao is a CFP® with ten years of industry experience, currently advising at Edward Jones since 2016. He is based in Trinity, FL. Outside of his advisory role, he is involved in rental property ventures in Florida, including co-owning a short-term rental business near Disney World. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Tillema is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at GWFS Equities, Inc. in 2022 and has experience outside finance, including roles at Aldi US and Palm Harbor Chick-Fil-A. He also works as a contractor for Instacart. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kaitlyn Gallant is a financial advisor with LPL Financial who holds a Series 66 designation and has three years of industry experience. She has worked at LPL Financial since 2025 and concurrently at Greenstone Financial Group LLC since 2023. Prior to this, she spent 18 years at Rizzetta & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Carroll is a CFP® professional affiliated with Morgan Stanley, with 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2022 and 2024, respectively. Carroll is also an officer of Carroll's Building Materials, Inc., a wholesale and distribution business in the construction sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Stephen Overton is a financial advisor with Ameriprise in Tampa, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the Board of Directors for Tr-Tronics, a non-investment-related organization. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Pava is a financial advisor at Morgan Stanley with the Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022 and concurrently serves in the U.S. Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Amy Furgason is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2016, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to her financial career, she worked as a homemaker from 2009 to 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate services.

Sloane Fox is a CFP® with 28 years of industry experience currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at Bank of America and Merrill, with tenures spanning over 15 and 17 years respectively. Fox is also the owner of an independent financial planning business, Sloane Financial Planning, operating as a DBA through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers various advisory programs, with unique municipal advisory affiliations and specialized employer consulting services.

Guilherme Lopes Gauzzi is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Edward Jones for two years and has held positions in various companies including Itau Unibanco SA and Bunnings Group Limited. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and offers financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Virginia Garcia is a financial advisor at Ameriprise with 14 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 2016 and has been with Ameriprise since 2020. Garcia holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Schnell is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and 66 designations and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Equitable Advisors, and Franklin Templeton Investments. Outside of finance, he was involved with Quixotes Bar & Grill for three years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and a variety of investment offerings.

Joseph Parker is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Amazon and Crunch Fitness. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and various investment management solutions.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Jonathan Vila is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked for Valic Financial Advisors for 15 years before joining LPL Financial in 2024. Outside of his advisory role, he is a member and owner of a pickleball social club in Atlanta. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, and Stephens Inc. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term focus and overseeing approximately $326 billion for around 477,000 clients.

Trey Perez is a Series 66 licensed financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He previously worked at Fisher Investments and Fidelity Investments before joining Morgan Stanley Smith Barney LLC and currently Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

John Lomba is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns Professional Alliance Consultants, LLC, which assists start-up and small businesses in developing business plans and key performance indicators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Linda Goodson is a Certified Financial Planner (CFP®) with 30 years of experience, currently affiliated with Morgan Stanley in Palm Harbor, Florida. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she is a partner in Good Sun Enterprise, LLC, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Brian Chucri is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and operated his own firm, Chucri Financial Services & Retirement Planning. Outside of finance, he is involved in youth soccer as a referee and coach in Clearwater, Florida. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.