James Kossoff is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for 14 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

Jodi Johnston is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and bringing 20 years of industry experience. She has worked with Raymond James and its affiliated entities since 2005 and is the owner of Levine Legacy Group, LLC, d/b/a Phoenix Financial Partners, operating as an independent contractor. 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 provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

Sean Stephenson is a financial advisor with Ameriprise Financial Services in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Fisher Investments, Merrill, and BB&T. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Middleton is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including CUNA Brokerage Services, Suncoast Credit Union, USAA Investment Management Company, and Fidelity Brokerage Services. Based in Tampa, FL, Middleton has roles spanning multiple financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating model portfolios and research.

David Ochotorena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, he worked at Sanford C. Bernstein & Co., LLC for 14 years. Outside of his advisory role, he is active in the Tampa community, holding leadership and board positions with Christ the King Catholic School, Tampa Bay Little League, and ELEVATE Tampa Bay. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings and provides a broad platform including custody, underwriting, and capital markets services.

Andrew Walther is a financial advisor with Raymond James & Associates in Tampa, FL, holding CFP® certification and over 19 years of industry experience. He has worked with several firms, including Truist Advisory Services and BB&T, prior to joining Raymond James in 2019. 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, institutions, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cade Williams is a Series 66-registered financial advisor with Charles Schwab in Tampa, FL, and has three years of industry experience. His prior work history includes roles at Charles Schwab Bank, Taylor and Williams, Belk, Inc, and Envision Credit Union. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

John Chan is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial situations, provide impactful analysis, and co-create financial plans aligned with their goals. He has been with Fidelity Investments since 2003, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, and more. John brings over a decade of experience helping affluent clients and their families across the country. His focus is on building relationships and designing financial strategies tailored to clients' unique life stages. Outside of his professional work, John enjoys biking, camping, family activities, running, swimming, and exploring culinary interests.

Dylan Barbieri is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to his current role, he was involved with Chromalloy and has a background that includes several years in full-time education and time at the Tallahassee Volleyball Academy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a blend of non-discretionary financial planning and access to discretionary managed accounts. The firm’s integrated platform combines advisory, brokerage, custody, and cash-sweep services with a multi-asset investment approach supported by the Schwab Center for Financial Research.

Kevin Singh is a CFA® charterholder with six years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Tampa, FL. His prior work includes roles at AGW Capital Advisors and Clifton Larson Allen. Outside of financial services, he is an owner and partner of an e-commerce business involved in online resale of retail goods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment solutions.

Jason Hunt is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with INVEST Financial Corporation. Hunt is also involved in non-variable insurance activities through the Life Brokerage Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Perez is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Shane Stratton is a financial advisor with Wells Fargo Clearing in Spring Hill, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and Morgan Stanley Private Bank, National Association, where he worked for a combined nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Morales is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at RBI, AGIA, VALIC Financial Advisors, Platinum Wealth Partners, and Primerica Advisors. She volunteers as a troop leader with the Girl Scouts of Central Florida. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

David Parker is a financial advisor based in Tampa, FL, affiliated with Stifel. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2008 to 2019. Outside of advising, he co-owns pasture land in Oklahoma that he leases for cattle grazing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Tochinskiy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he serves as a notary public in Tampa, FL. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Michael Ragsdale is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 1991 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a finance committee member and board secretary for Tampa Lighthouse For the Blind, a nonprofit organization. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.