Jennifer Bryer is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL, where she has worked since 2022. She has four years of industry experience, all within JPMorgan Chase Bank, NA and JPMorgan Securities LLC. Prior to her financial services roles, she held various positions in the hospitality and retail sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Lewis Carron is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James since 1990. Outside of his advisory role, he is the founder and co-chair of the golf tournament committee for the Chi Chi Rodriguez Academy and Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Brooke Harris is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, Harris worked for 22 years with the U.S. Department of Defense in the Defense Criminal Investigative Service. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Restaino is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of finance, he is involved in film production through multiple family- and action-oriented film projects, serving as a producer and owner of various production companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Timothy Haugaard is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advising, he performs as a drummer in community theater and church music programs. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a wide range of investment programs through its extensive network of financial advisors.

Dana Thor is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and holds a Series 66 license. Based in Tampa, FL, Thor has spent the majority of his career with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and modeling techniques.

Jason Dimeo is a CFA® charterholder with 16 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2010 and operates All Seasons Wealth. He is also the owner of Superior Insurance Partners, LLC, where he oversees overall business strategy. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Yevett Maraman is a Series 66-licensed financial advisor with Wells Fargo Advisors in Tampa, FL, bringing four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing Services for seven years and held positions at Randstad US and Bed Bath and Beyond. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. The firm uses proprietary research and tools to develop tailored recommendations, providing planning in areas such as retirement, education, risk, and niche topics like business-owner transition and special-needs analysis.

Christopher Lewis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Hornor Townsend & Kent, and Foresters Advisory Services. He is also active as a life insurance agent outside of his advisory work. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with ongoing, collaborative planning supported by analytical tools and a range of investment programs.

Samuel Morrissey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has a longer tenure with Wells Fargo Bank NA beginning in 2014. 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 modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Brinkman is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was with Charles Schwab for one year and has a background that includes three years at Florida Southern College and work in the restaurant industry. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carol Hughes is a Series 66-registered financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2019 and has a longer tenure at Allen & Company starting in 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a network of investment adviser representatives.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.

Farrie Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. Brown has been with Wells Fargo Clearing since 2016 and has worked across various Wells Fargo entities since 2011. Outside of finance, Brown owns an event planning business and serves as an airman in the U.S. Air Force. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Keith Gandy is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Wells Fargo Clearing and Bank of America, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Alain Carrazana is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2024, with prior experience at Truist Securities and Truist Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Linda Greenfield is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010 and 2011 respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Oliviana Catrone is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, JPMorgan Chase Bank, and Amerant Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

David Samman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to address complex financial decisions. His services include wealth accumulation, retirement planning, investment management, estate considerations, multigenerational wealth transfer, and tax management strategies. David focuses on building trusted client relationships by understanding each client's unique goals and developing personalized financial strategies. He combines industry knowledge with a long-term perspective to assist clients in making informed decisions and maintaining focus on their priorities. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). David earned his Bachelor's Degree from Hobart & William Smith Colleges.

Leslie Style is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has been with UBS since 2016, following an 18-year career in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.