Irene Cromartie is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Raymond James Financial Services, Morgan Stanley, CapTel, Capital One, and Kepro. Outside of her advisory work, she also works as an independent contractor delivering food for DoorDash in Tampa, Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios comprised of mutual funds, ETFs, and ETPs.

Ryan Coleman is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include working at Signature Financial Solutions LLC and positions in educational institutions such as Rollins College and Calvary Christian High School. OSAIC serves a diverse clientele including retail and institutional investors, providing integrated brokerage and investment advisory services. The firm utilizes a range of portfolio construction tools and offers access to multiple advisory platforms and third-party managers.

Jeremy Dicocco is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior experience includes roles at Ernst & Young and service in the United States Air Force for eleven years. Outside of his advisory work, he owns a business called Designs by DiCocco. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various managed portfolio programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Baunit Acosta Calderin is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping athletes, business owners, and families create purposeful financial strategies tailored to their unique priorities and goals. Baunit emphasizes collaboration in developing personalized plans that address family wealth management, legacy planning, personal retirement planning, small business strategies, and supporting women with wealth. Baunit holds an Associate's Degree from Hillsborough Community College and holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and serves as a resource for comprehensive financial guidance, including investing, retirement planning, and access to banking and credit solutions through Bank of America specialists. Outside of his professional work, Baunit enjoys camping, music, skydiving, spending time with his family, and watching movies. He is associated with professional organizations such as the American Cancer Society, St. Jude, and Susan G. Komen.

Michael Markis is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2005. Outside of his advisory role, he works as an independent contractor for ChicJourney Travel Advisors, assisting with occasional hotel and experience bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

James Berndt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth. His prior roles include positions at Corient, The Mather Group, EY/Tapfin, Kraft Heinz, Enterprise, and Finametrics. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

John Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Clearing in 2017. He also serves as co-trustee for his spouse. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a large network of financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Bryan Rooney is a financial advisor with J.P. Morgan Securities holding a Series 66 license and three years of industry experience. He has worked at various entities including J.P. Morgan Chase Bank, City First Mortgage Services LLC, and is currently involved with Beachgrove Homes, Inc., a real estate investment holding company where he serves as an owner and partner. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicole Cassidy is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 license and has concurrent roles at Merrill, Bank of America, N.A., and CVS Pharmacy, where she works as a registered pharmacy technician. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Alyse Duffy is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Duffy serves as President on the Board of Directors for the American Legion Cemetery Corporation and as First Vice President of the American Legion Auxiliary USS Tampa Unit 5. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Carlson is a Senior Financial Advisor and founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in St. Petersburg in 1981, Mark has developed investment disciplines and client relationship standards to guide his practice. The Carlson Group serves business owners, physicians, lawyers, professionals, and their families with services including portfolio management, corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Mark holds a Bachelor's degree from Emory University, earned in 1972, and the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is registered to conduct business in more than 44 states. Mark balances his professional commitments with family time alongside his wife, Dimity, and their three sons. The couple is engaged with the local community through involvement with the St. Petersburg Museum of Fine Arts and Academy Prep Center for Education.

Jean Pierre Eugene is a CFP® professional with 16 years of industry experience, currently with Cetera since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

William Heath is a financial advisor with LPL Financial in Brandon, FL, holding the CFP® and ChFC® designations and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Edward Jones for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Samantha Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, World Electric Supply, and Supply Chain Equity Partners. She has been involved with the Academy of the Holy Names since 2014 in a capacity outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Bunting is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2003 and holds Series 63 and Series 66 designations. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chelsea Cellamare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2018 and previously spent 11 years at Triad Retail Media. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and supports its advisers with firm research, model managers, and municipal advisory services.

Peter Zwart is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. He is also involved in insurance-related activities through Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Nathaniel Beaver is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2014 to 2018 before joining Edward Jones in 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.