Michael Quick is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Signator Investors, Inc. for 25 years before joining OSAIC in 2018. Outside of his advisory role, he conducts investment and insurance business through Signature Financial Solutions, LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors and platforms. The firm combines brokerage and advisory services with financial planning and access to third-party managers, using technology-driven asset allocation and portfolio management tools.

Jett Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 designations and has prior roles at E*Trade Securities and American Income Life Insurance Company. He also worked at the University of South Florida and DoorDash before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Thomas Keegan is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and involvement with several small businesses such as Tommy's Tavern And Tap and Surfbbq License LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Miguel Garcia is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work history includes roles at E*Trade Securities LLC and Verizon, among others. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Zeyu Lyu is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Clearstead Advisors, LLC from 2018 to 2022 and held roles at The Ohio State University and Bowling Green State University. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, utilizing centralized investment decisions and a range of tactical strategies to manage risk and optimize portfolios.

Heather Balfour is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and its affiliates for the majority of her career, with a three-year tenure at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity's Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies and fund-of-funds.

William Rhodes is a financial advisor with Cambridge Investment Research Advisors in Riverview, FL. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and previously spent thirteen years with Iowa Northern Railway. He serves as a board member of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Richard Mc Bride is a financial advisor at Merrill based in Tampa, FL. He holds a Series 66 designation and has professional experience across several firms, including ALTR Solutions, Inc., Proven Optics LLC, PowerChord, Inc., and Aerotek, Inc. 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 strategies designed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jefferey Cappelle is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Investment Advisors Asset Management, LLC and OSAIC. Outside of his advisory role, he is the managing member of Cappelle Accounting, LLC, a firm specializing in tax preparation and small business accounting. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools and a large network of over 22,800 advisors.

Christopher Sankey is a financial advisor at Ameriprise in Lutz, FL, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for individuals near or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Charles Curtis Jr. is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. Curtis has been with Raymond James in various capacities since 2013. 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 and non-discretionary investment consulting supported by a broad network of advisers and research resources.

Lauren Dumont is a financial advisor at LPL Financial based in Tampa, FL, holding a Series 66 designation. She has been with LPL Financial and Grow Financial Federal Credit Union since 2025. Prior to her financial services career, she worked at Publix Supermarket and Osceola Fundamental High School. 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 and access to third-party asset managers, supported by a large network of advisors and a variety of operational tools.

Eric Maniaci is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Financial in 2026, he worked at AGIA for four years and Valic Financial Advisors for thirteen years. He is also licensed as an agent offering non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

David Bilodeau is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2009. Outside of his advisory role, he has acted as an independent contractor fixed product agent for Financial Benefit Services Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Adikes III is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and Axa Advisors. Merrill, along 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacey Rothman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Rothman’s other business activities include working as a union transcriber outside of the investment industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

April Federici is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and retirees develop personalized financial strategies aimed at growing and preserving wealth. Her approach focuses on understanding clients' priorities to guide them in retirement planning, investment management, cash flow strategies, and achieving long-term financial goals. She works closely with clients to address areas including education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. April holds a Bachelor's and a Master's Degree from the University of Central Florida. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a Merrill Financial Solutions Advisor, she provides investment advice tailored to clients' needs and offers access to banking and lending services through Bank of America. Outside of her professional work, April has personal interests in football, reading, running, traveling, and yoga.

Daniel Petika is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Christiaan Webb is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and Merrill since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.