Christopher Baker is a financial advisor with Edward Jones in Wesley Chapel, Florida. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Saybrus Equity Services, Saybrus Partners, Mercap Securities, and Ash Brokerage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Richard Graff is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 65 designations and over 41 years of industry experience. Prior to joining Edward Jones in 2026, he was self-employed and affiliated with Stifel Independent Advisors, LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tara Fiber is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Before joining Wells Fargo Advisors, she worked in the dental field as a dental hygienist and has experience in various roles including private dental offices. She currently maintains a part-time position as a dental hygienist at Coral Reef Dental. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, risk, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels, providing tailored recommendations based on proprietary research and planning tools.

David Hale is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with individuals and families to help them make informed financial decisions and create actionable financial plans aimed at providing financial peace of mind. David has extensive experience at Fidelity Investments, having held various positions including Investment Consultant (2021-2022), Relationship Manager (2018-2021), Central Relationship Manager (2018), High Net Worth Representative (2016-2018), and Financial Representative (2016). This progression reflects his broad expertise in financial services and client relationship management. Outside of his professional responsibilities, David enjoys baseball, family activities, fitness, exploring food, and traveling.

Devin Richard is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors and 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, portfolio management, third-party asset management, and institutional platforms, supported by research-driven and customizable investment strategies.

Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.

Steven Skillen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and INVEST Financial Corp. He is also an independent insurance agent through his own firm, Skillen Financial Strategies Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios from LPL’s Research Department and third-party strategists, alongside a broad offering of financial planning, consulting, and access to third-party asset managers.

Nicholas Peet is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked extensively with E*TRADE Capital Management LLC and E*Trade Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Jonathan Thomas is a financial advisor at Fidelity with a Series 66 designation and one year of experience. His prior work includes roles at Winsor Development and various educational and recreational organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Salvatore Vaccaro is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Wilshire, Wells Fargo, Edward Jones, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, managing a range of model portfolios and serving as an adviser to multiple registered investment companies and fund-of-funds.

Heywood Turner III is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL. He holds 34 years of industry experience, including 13 years at Mass Mutual Investors Services and over 14 years with Cambridge Investment Research. Outside of his advisory role, he serves as a board member of the Early Childhood Council, a nonprofit organization focused on screening children for developmental issues. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Somer Al Juma is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in various roles including administrative support for a religious organization. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and research capabilities.

James Ciocia is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. In addition to his advisory work, he is involved in tax preparation services through his ownership of JPC TWM LLC and work with Generations Tax and Wealth Management. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across discretionary and non-discretionary programs.

Melissa Rodriguez is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 21 years of industry experience, including roles at Park Avenue Securities, Axa Advisors, and The Guardian Life Insurance Company of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver written recommendations tailored to clients' goals.

Rudolph Ramirez is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and with 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Primerica Financial Services and Seamless Integration. Outside of his advisory role, Ramirez is CEO and silent partner of T and J Consulting, a business that assists new ventures with policy and structuring. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by third parties and offers portfolio management supported by BNY Mellon Advisors and Pershing custody services.

David Canizares is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and E*Trade Securities. 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, supporting recommendations with forward-looking capital market assumptions.

Orlan Bennett is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Tormey is a financial advisor at Edward Jones in Tampa, FL, holding a Series 63 designation with 37 years of industry experience. He has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Maciel Porrao is a CFP® professional with seven years of industry experience, currently serving as an advisor at Charles Schwab in Wesley Chapel, FL. His prior roles include positions at Fisher Investments, Merrill, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Andy Colon is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2007. Outside of advising, he is a partner at Remedy and Company, LLC, where he is involved in property transactions including purchase, sale, and leasing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its use of algorithmic methods and its advisory roles with multiple registered investment companies.