John Paul Cattaro is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Interactive Brokers LLC before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. 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 options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Nathan Ellerbee is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. from 2009 to 2023 before joining LPL Financial. Outside of his advisory work, he was involved with Kangaroo Court Softball for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, with a range of investment options and technology tools supporting its platform.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he provides personalized financial guidance to individuals and families. In his role, Dino collaborates closely with clients to understand their goals and financial needs, helping them evaluate their options and make informed decisions throughout their financial journeys. Dino has extensive experience with Fidelity Investments, having held various positions since 2010. His roles have included Relationship Manager, Financial Representative, Retirements Specialist, and Investment Solutions Representative, among others. This breadth of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Dino enjoys cooking and baking, exploring food as a foodie, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Ryan Kling is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he hosts live trivia events as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. Raymond James & Associates, Inc. is a large, 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corinne Wolthuis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Suntrust, Bank of America, and Hancock Whitney Bank. She also serves as a board member for the Villa Rosa Master Association, a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

David Lemar Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Royal Alliance Associates and Signator Investors. In addition to his advisory roles, he serves as Treasurer at Hanna LeMar and Morris CPAs PA. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Danyle Anderson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, Anderson worked at Intuit Inc and spent over a decade with the Global Equity Organization. Anderson serves as an advisory board member for the Certified Equity Professional Institute at Santa Clara University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Florida Financial Advisors before joining Equitable Advisors and has a background that includes completing his studies at The University of Alabama. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to models based on personal information and risk tolerance.

Christopher Brandriff is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with various J.P. Morgan entities since 2012 and is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Eric Sisco is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at Raymond James Bank and Bank of America. Outside of his advisory role, he is involved with Alpert Enterprise LLC. Raymond James & Associates, Inc. is a large, 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James entities since 2004 and operated a business called Boyd Business Strategies from 2017 to 2020. Outside of advising, he serves as a non-public arbitrator for FINRA Dispute Resolution Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm provides financial planning and consulting services with a non-discretionary approach, offering a range of portfolio management styles supported by affiliated research and specialized municipal advisory services.

Michael Gagala is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 credential and has previously worked at firms including BNY Mellon Securities Corporation and Russell Investments Financial Services. His current role is based in Tampa, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored recommendations.

Susan Hinckley is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 credential and eight years of industry experience. She has been with LPL Financial since 2018, following two years of self-employment and extended travel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services using both proprietary and third-party strategies, supported by extensive operational and research resources.

Joel Morales is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Financial for eight years before joining OSAIC in 2022. Outside of his advisory role, he is involved with Platinum Financial Group as an insurance broker and investment advisor representative. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. 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, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Scottrade and involvement with the New Meadowlands Stadium Company LLC. He has been with Raymond James in various capacities since 2018. Raymond James & Associates is a large, 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisors and affiliated research resources.