Jonathan Serrano is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also maintains a role at Accurate Advisory Group since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Cannarella is a financial advisor with Edward Jones in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of Presti Entertainment LLC, an entertainment and wholesale business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large network of advisors and branch offices nationwide.

Matthew Robichaux is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Levine Legacy Group and various other firms, along with experience in education and service industries. He is also involved as an associate at Phoenix Financial Partners, a supporting business within his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary consulting and employs analytical tools to guide client goals, while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Tori Lewis is a CFP® professional with 28 years of industry experience, currently with LPL Financial since 2023. She previously worked at Spc and Sigma Financial Corporation from 2014 to 2023. Outside of financial advising, Lewis is also involved in tax preparation and accounting through At Your Service Tax & Accounting, Inc., a business she has operated since 1991, and she pursues activities as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Stephen Collier is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a general partner at Injection Plastics USA, a company specializing in small plastic parts injection molding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and insights from the Global Investment Committee.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Nicholas Keating III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Financial Services since 1991 and at PFS Investments Inc. since 1983, with a brief tenure at Appointments 4 Advisors in 2020. Outside of investment advising, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Jessica Williams is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a one-year tenure at BofA Securities in 2019. Outside of her advisory role, she is a General Partner and Managing Member of an LLC that manages her family’s property to support her mother’s assisted living expenses. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Raymond Shade is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida. He has been with Merrill Lynch since 2017, following five years in the asset management industry. In his role, Kirk develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on creating financial plans aligned with their personal goals. His approach centers on goals-based planning, addressing key concerns such as abundance and legacy. Kirk's expertise includes family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and maintains professional designations as a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Kirk is affiliated with the Florida State University Alumni Association and the Tampa Bay Seminole Club. Outside of his professional work, Kirk is engaged in his local community and volunteers with organizations in the area. He enjoys basketball, boating, football, skiing, traveling, and spending time with his wife Stephani and son Everett in St. Petersburg.

Peter Skordilis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, working at Jpmorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to inform investment decisions within a broad range of brokerage and advisory solutions.

Marcelo Miano is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management LLC and TSM Solutions LLC. Outside of his advisory role, he serves as an officer for a charitable foundation supporting children with epilepsy and acts as treasurer for a local food catering business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial services across various client segments.

Annette Ruh is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Morgan Stanley. Outside of her advisory role, she is employed as an associate at Montagna Wealth Management LLC, where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial, Lewis worked at Agia for four years, Valic Financial Advisors for thirteen years, and Chase Investment Services Corp. for one year. Outside of advising, Lewis is involved in non-securities insurance product sales through a position with Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His career includes long tenures at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in independent insurance agencies and owns wealth management and other business entities in Oldsmar, Florida. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Wells Fargo Clearing, Merrill, and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured processes and firm-approved tools to tailor strategies for its clients.