Natalia Davis is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and AXA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund advisory relationships, and is noted for its use of AI-driven research and its role as a commodity pool operator.

Stefanie Pontlitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2013 and previously held roles at Independent Financial Partners, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Pontlitz is also involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to 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, supported by a large network of investment adviser representatives using various investment strategies and advanced research tools.

Katie King is a Financial Advisor on the Brander Team at Merrill Lynch Wealth Management, where she collaborates closely with a senior advisor who holds a CFP® certification. In her role, she utilizes the combined expertise and resources of Merrill Lynch and Bank of America to provide personalized financial strategies tailored to each client's specific goals. Her practice focuses on empowering individuals, families, and businesses to make informed financial decisions, with a particular emphasis on supporting women in finance. Katie's areas of expertise include family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Katie holds a Bachelor's Degree from the University of South Florida and is a Personal Investment Advisor (PIA). She communicates in both English and American Sign Language (ASL). She is involved in the Greater Pasco Chamber of Commerce and contributes to community efforts through the Messengers of Hope Food Pantry. Her personal interests include billiards, camping, chess, cooking, hiking, music, pickleball, spending time with family, traveling, and watching movies.

Michael Chambers is a financial advisor with J.P. Morgan Securities in New Port Richey, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. He also has experience outside finance, having worked with Shrimp Wrecked and at St. Petersburg College. 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 applying an ESG eligibility framework in its recommendations.

Kelly Beier is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, Beier worked for ten years at Ardagh Group. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

W. Tyler Mercier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., and he operates Mercier Financial Group, Inc., which has been active since 1991. He is also commissioned as a notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and a broad range of affiliated financial services.

Charles Walker is a CFP® professional with 42 years of experience in financial advising. He is currently with OSAIC since 2024 and previously worked at Investacorp Advisory Services, Inc. and Securities America, Inc. In addition to his role at OSAIC, Walker owns and operates multiple advisory and financial services firms, including Cornerstone Wealth Management and Cornerstone Wealth Advisors, and is involved in managing a scholarship program through Cornerstone Wealth Advisors. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Anna Swartz is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Regions Bank for eight years. Swartz also served at Pasco Hernando State College for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Alison Janke is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She previously worked at Summit Financial Group Inc. and Summit Brokerage Services. Outside of her advisory role, she owns and operates a yoga studio in Port Richey, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment strategies, portfolio management options, and financial planning services delivered through a nationwide network of independent advisors.

Kaitlyn Gallant is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously spent two years with NEXT Financial Group, Inc., alongside concurrent experience at Greenstone Financial Group LLC since 2023. Gallant was also with Rizzetta & Company from 2006 to 2024. 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, with a broad range of advisory and non-advisory financial services.

Chelsea Young is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Charles Schwab since 2018 and previously at Doco Credit Union from 2013 to 2018. Outside of her advisory role, she works as a stylist at Banana Republic. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Ana Brinkley is a financial advisor at Edelman Financial Engines with 37 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at firms including Principal Securities, Fisher Investments, Bank of America, Merrill, RBC Capital Markets, and Stephens Inc. Brinkley also provides one-on-one investment advice to retirement plan participants through her role with Principal Advised Services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term focus and overseeing approximately $326 billion for around 477,000 clients.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kyle Benitez is a Financial Advisor at Merrill Lynch Wealth Management. He works with families, professionals, and business owners to develop personalized financial strategies aimed at growing, protecting, and transferring wealth. Kyle focuses on building long-term relationships and serving as a trusted resource as clients navigate significant financial decisions. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, special needs planning strategies, sports and entertainment, and retirement income. Kyle emphasizes understanding his clients' priorities by helping them identify their goals and guiding them on a suitable pathway to achieve them. His approach includes providing ongoing advice and guidance as clients' needs evolve. Kyle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He completed his high school education at Gateway High School. Outside of his professional work, he enjoys activities such as cooking, drawing and sketching, music, pottery, spending time with his family, and watching movies.

Brittney Mc Auley is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she was employed by Hernando County Schools and Methodist School Center. She is also listed as a manager of record for a family-owned construction business in Brooksville, FL. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Sinclair is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Suncoast Credit Union, CUNA Brokerage Services, and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages funds of funds, and delivers model portfolios across various platforms.

Tonia Warncke is a financial advisor at Edward Jones in Spring Hill, FL, holding ChFC® and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, operating under a fiduciary standard.

Aleksandr Kuzmin is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Merrill and Bank of America, N.A. for nine years. Outside of advising, he manages an online retail business specializing in LED lights. Edward Jones is a full-service wealth management firm serving 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, supported by a large network of financial advisors and branch offices nationwide.

Ricky Barlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has collaborated with clients to identify their financial concerns, set goals, and implement comprehensive wealth management strategies. His role involves working closely with families, business owners, and philanthropic organizations to address complex financial needs. Ricky applies a disciplined approach to building relationships, leveraging the expertise of firm specialists and his team to provide clarity and direction across areas such as family wealth management, legacy planning, liquidity management, retirement income, and portfolio management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ricky earned an Associate's Degree from the College of Central Florida. Outside of his professional work, Ricky enjoys boating, fishing, football, golfing, and traveling. He appreciates the outdoor lifestyle afforded by living in Florida and has enjoyed these activities for over 25 years.