Michelle Weiss is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as treasurer for the Somerset Elementary School Foundation, where she assists with fundraising events and board meetings. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gabriel Suarez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and 2023, respectively. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment platform.

George Meehan III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and CETERA Financial Specialists LLC. He also operates Meehan Political Consulting, providing consulting on political direct mail and digital marketing. LPL Enterprise offers investment advisory and brokerage services to a wide client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a primarily model-driven investment approach and provides access to third-party asset managers and insurance products through affiliated entities.

Jason Simonelli is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. Prior to this role, he worked as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2014 to 2015 at the same firm. In his current position, Jason assists clients in developing wealth strategies that support both their financial goals and the interests of their family members. Jason holds a California Insurance License, which supports his ability to provide comprehensive financial advice. He partners with clients to make honest and thoughtful financial decisions, focusing on strategies that benefit their long-term financial well-being.

Sergio Victores is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Relationship Manager from 2021 to 2023 and was a Financial Representative from 2019 to 2021, all within Fidelity Investments. Sergio's professional approach focuses on building trusted relationships and providing thoughtful financial planning tailored to each client's unique priorities. He is dedicated to helping individuals and families work toward their most important goals and serving as a dependable resource in managing their portfolios. Outside of his professional responsibilities, Sergio has interests in cars, football, golf, movies, music, and traveling.

John Eussen is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions and employs tax-aware and risk management strategies in its globally diversified portfolios.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Dawn Gatti is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, from 2014 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Vladyslav Vershov is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at The Associated: Jewish Federation of Baltimore and Maryland Healthcare Clinics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Gina Di Grandi is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding a Series 66 credential and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2012 to 2024 before joining J.P. Morgan in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Brandon Moe is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Arcus Family Office Services. Outside of his advisory work, he volunteers with the Johnson Invitational fishing tournament, assisting in sponsorship facilitation and event setup. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate ecosystem.

Cindy Gibson is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining her current firm in 2021. Outside of her advisory role, she serves as a managing member of an investment-related entity, Beach Girls Condo LLC, in Longboat Key, Florida. 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, and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Bethanie Gore is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Riscassi is a financial advisor with Primerica Advisors in Tampa, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles outside financial services such as at Grimaldi's Pizzeria and Conch House Marina. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates with a large network of advisors and uses primarily model-delivery strategies created by unaffiliated asset managers.

Kenneth Vaughn is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Nineteen61, Ecoshield, and experience in education at Florida State University and George Jenkins High School. 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 analyses, with approximately $2.74 trillion in client assets under management.

Paz Chandra is a financial advisor at OSAIC with 30 years of industry experience. They hold Series 63 and Series 66 credentials and have previously worked at LPL Financial and Sii. Chandra serves as a board member of SPT Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using advanced asset-allocation tools and automated rebalancing to construct diversified portfolios.

Shawn Isaacson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill, Bank of America, Morgan Stanley Private Bank, MML Investors Services, and MassMutual. He is based in Palm Harbor, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and firm-approved tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Jed Mccrumb is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2017, including time at Ameriprise Financial Advisors Inc., and previously at Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and product selections that include affiliated funds.

Patrick Kucinskas is a financial advisor with Merrill in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. Kucinskas has worked at Merrill Lynch, Pierce, Fenner & Smith 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Manns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and has experience in both education and wealth management firms. He is a partner in Coastal Bay Tax & Consulting and serves as vice president of Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.