Grant Ditmar is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has also worked at Wells Fargo Bank, N.A. since 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mejia is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Koss Olinger & Company, ValMark Securities Inc., and T. Rowe Price. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors with specialized programs, including municipal and SIMPLE IRA consulting services.

Stephen Shouse is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory work, he serves as an investment committee member for the South Florida Baptist Hospital Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Frederick Burchill is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America since 2007. Outside of his advisory role, he owns and manages a small rental property business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Heipp is a financial advisor with Thrivent Investment Management, holding ChFC® and Series 66 credentials and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heipp serves on the board of the Lakeland Sunrise Rotary Club and holds leadership positions with the Lakeland Runners Club, where he coaches running programs and will assume the presidency in 2026. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Roberto Arteaga Vazquez is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Roberto's expertise lies in managing complex financial demands, including home purchases, education funding, elder care, and healthcare planning. As a Merrill Financial Advisor, he offers personalized portfolio strategies and ongoing advice, adjusting plans as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Tampa. Roberto is proficient in both English and Spanish.

Jacob Hudson is a financial advisor at Merrill based in Tampa, FL, holding a Series 66 license. He has one year of industry experience and previously worked at Bank of America, Spark Membership, and Bluegrace Logistics, among other roles. Merrill, along 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, and institutional accounts.

Starla Buchanon is a financial advisor with Raymond James Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James since 2014 and serves on the City of Lakeland Firefighter's Pension Board. Outside of her advisory role, she is involved with Compton & Associates, a branch support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Jason Frazier is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has prior experience at Cetera and Shoemaker Financial. He is based in Tampa, FL. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using detailed client data and firm-approved software tools, offering services such as asset management, wrap programs, and educational seminars.

Angela Gauthier is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools.

Howard Lakeman is a financial advisor with Merrill, holding a Series 66 designation and bringing eight years of industry experience. He has worked at both Merrill and Bank of America since 2016. 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Luber is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ann Atchison is a financial advisor with UBS Financial Services in Temple Terrace, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she serves as treasurer for the GFWC Temple Terrace Junior Woman's Club, a nonprofit focused on community volunteer efforts in the Tampa Bay area. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and tailored financial planning to support clients’ investment goals.

Steven Dobler is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2026, he spent 21 years with Stifel Independent Advisors, LLC. Dobler is also owner of Dobler Asset Management LLC, a financial services business he co-owns with his wife. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Charles Rew is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he held positions at firms including The Vanguard Group, JPMorgan, Wells Fargo, and others. Outside of his advisory role, he is involved in rideshare driving and pet sitting as an independent contractor and occasionally buys and sells sports cards as a hobby. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic and algorithmic methods.

Kevin Warner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2023. Outside of his advisory role, Warner serves as supply clergy for the Dioceses of Southwest Florida and is a board member of La Cruz School, a bilingual pre-school forming as a 501(c)(3) organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning with written recommendations across various areas, including retirement and estate planning, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Demian Penton is a Series 66-credentialed financial advisor with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. His background includes roles at both Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the finance council at St. Paul Catholic Church in Tampa, FL, and works as a 1099 contractor helping with a granite business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.

Margaret Betten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with JPMorgan Chase entities since 2014 and currently serves as a board member of the Rehabilitation Center for Children and Adults, a nonprofit organization focused on physical therapy. 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 and investment management capabilities.

Paul Dolcimascolo is a financial advisor with UBS Financial Services in Tampa, Florida, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the boards of the Gasparilla Music Festival Foundation, Berkeley Preparatory School’s advisory committee, and the St. Joseph's Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, leveraging institutional trading capabilities alongside wealth management solutions.

Charisma Heath is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017. Prior to her advisory role, she worked at Kobe Japanese Steakhouse and was involved with the University of South Florida and Newsome High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.