Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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, and institutions.

Michele Davis is a financial advisor with LPL Financial in Apollo Beach, FL, holding Series 63 and Series 66 licenses and with 35 years of industry experience. She previously worked at Ameriprise Financial Services and Keller Williams Realty. In addition to her advisory role, she is a licensed real estate agent and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by research and multiple investment strategies.

John Oddo is a financial advisor with Cetera, holding a Series 63 designation and 10 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors managing more than $256 billion in assets. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients, utilizing a multi-manager platform with various program structures and affiliations.

Caden Fletcher is a Series 66-licensed advisor with LPL Financial in Sun City Center, FL. He has worked in financial advisory roles since 2023, including positions at LPL Financial and Good Life Financial Advisor of Tampa Bay. Prior to his financial career, Fletcher was involved in the golf industry, working at The Bog Golf Course and Heritage Isles Golf Club. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Adam Ben Abram is a financial advisor with Edward Jones in Riverview, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Adam hosts a podcast focusing on non-financial topics such as current religion and politics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Tammy Kaplan is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Merrill for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory support to registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Dustin Orr is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America for five years and served as a CPA and partner at Hamilton & Phillips CPA, LLC. Outside of advisory work, he is involved in managing several real estate properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Isaac Treesh is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014. Outside of his advisory role, he has been involved with IT Property Holdings, LLC from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Kristine Hartland is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Ameriprise and has previously worked at Peace Wealth Management, LPL Financial, and Ameriprise Financial Services. Outside of her advisory role, she owns a consulting business, Revelation & Restoration, Inc., and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to deliver tailored, written recommendations through a centralized consulting team.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Lehman is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2017, he worked for 15 years at Investment Centers Of America, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Tyler Yim is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at Stephen Ng Financial Group, Alliance Community Healthcare, and has a background in dental practice and academia. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple managed-account platforms to construct portfolios across a range of investment types.

Shane Miller is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Marriott International, Walt Disney Company, and Geico before joining Raymond James. He has a Series 66 designation. Miller has an ownership interest in a family real estate partnership but holds no active role or control in that business. 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, institutional investors, and charitable organizations, offering financial planning and advisory services that emphasize tailored plans and a variety of portfolio management strategies.

Joshua Bennett is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory career, he was employed at Publix Super Markets Inc. for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Laine Wilson is a financial advisor with Merrill in Apollo Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. Outside of advising, Wilson works as a consultant and independent contractor selling crafts on Etsy. 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, and various institutions.

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

Jeffrey Jones is a financial advisor at LPL Enterprise with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member for Tampa Bay Neighborhood Housing Services, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios and third-party asset management, along with brokerage and insurance products via its integrated platform.