Devin Richard is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Agia and Valic Financial Advisors. Devin is involved with WealthFusion, Inc., a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

De Andre Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Invesco, Raymond James & Associates, Alliance Bernstein, and LPL Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branches nationwide.

Michael Avadikian II is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, concurrently affiliated with Bank of America, N.A. since 2019. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a variety of investment management strategies with integrated tax-efficient services and benefits from deep affiliation with Bank of America's broader banking and capital-markets platform.

Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.

Michael Lucey is a CFP® professional with 25 years of experience in financial advising. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC for 19 years. He is based in Tampa, FL. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Vince Faso is a CFP® professional with 15 years of industry experience, currently serving at Cetera. He has worked with Cetera and its affiliate CETERA Financial Specialists LLC since 2009, and also spent a year at Legend Equities Corporation. Cetera Investment Advisers LLC is an SEC-registered firm providing financial advisory services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and consulting solutions supported by multiple program structures and affiliations.

Corey Steadman Jr. is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, he is a partner in 756 Moreland LLC, a business that manages a second home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting supported by various portfolio management styles and affiliated research.

David Canizares is a financial advisor with J.P. Morgan Securities in Temple Terrace, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities. 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 large institutional advisory operations with additional brokerage and investment management capabilities.

Michael Padilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has longstanding ties to Wells Fargo Bank NA dating back to 2012. Outside of his advisory role, he is involved in a commercial cleaning maintenance business based in Inverness, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an investment process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Frank is a CFP® professional with nine years of industry experience, currently affiliated with Charles Schwab. His career includes roles at several major firms such as Bank of America, Merrill, Invesco, Mass Mutual, and Vanguard. Based in Tampa, FL, he has been with Charles Schwab since 2023. 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 combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory capabilities.

Alyssa Xedus is a financial advisor at UBS Financial Services with six years of industry experience and a Series 66 designation. Her work history includes roles at JPMorgan Securities, JPMorgan Chase Bank, Club Corp, Wilson Sporting Goods, and the Colorado State Capitol. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, and capital markets services.

Daniel Morato is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Advisors, JP Morgan Chase, and Key Investment Services. Morato is based in Tarpon Springs, FL. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Peter Lieberman Jr. is a Wealth Management Advisor specializing in financial planning and relationship management for affluent and high net worth entrepreneurs, families, and business leaders. He is affiliated with Merrill Lynch Wealth Management and holds several professional designations, including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Purdue University System. With expertise in areas such as college education planning, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization, Peter focuses on helping clients navigate the complexities of wealth management. His approach involves listening carefully and identifying clients' true needs and goals to develop personalized financial strategies. Outside of his professional work, Peter enjoys hobbies including adventure sports, biking, golfing, music, running marathons, skiing, swimming, spending time with his family, and traveling.

Taylor Muller is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at PNC Bank for seven years and has been involved with R John Muller LLC since 2014. Outside of his advisory role, he is associated with R John Muller Insurance LLC, a family business focused on property and casualty insurance where he holds producer licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Natalie Freeman is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Freedom Enterprises International and LionHeart Business Solutions. In addition to her advisory role, she provides business coaching to entrepreneurs, focusing on areas such as business planning, time management, and leadership skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Alicia Jones is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles since 2018, including Morgan Stanley Private Bank. Outside of her advisory work, she also works as a food delivery driver for Uber Eats during her personal time. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Julius Tamasy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.

Brian Genninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Raymond James Financial Services and USAA Financial Advisors. Outside of his advisory work, he sells household items through online platforms such as eBay and Etsy. 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 provides a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Charline Jacques is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Capital City Bank, and Florida State University Credit Union. Outside of her advisory role, Charline is the owner of The Procrastilater, a business specializing in art, marketing, and graphic design. 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 manages multiple registered investment companies and employs systematic methodologies with oversight controls to address conflicts of interest.