Tammy Pleicones is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rahil Khan is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010 and 2013, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions. The firm combines extensive scale with integrated advisory, brokerage, custody, and cash-sweep services.

Jacob Bubenik is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and has a background spanning more than two decades at these firms. Outside of his advisory role, he manages a small non-investment-related business involving a condominium rental and owns Bubenik Enterprises, LLC, which supports his business operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process.

Anna Manning is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Raymond James since 2016 and has also been involved with SumRidge Partners LLC and her own advisory firm, Anna Manning, LLC. Additionally, she works as a sales agent with Keller Williams Tampa Properties. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management styles.

Stacey Pagan Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Ryan Hoge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc. and Franklin Templeton Distributors Inc. 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, investment consulting, and institutional fiduciary services through a broad platform supported by extensive research and model management options.

Benjamin Runnells is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent five years at USAA Financial Advisors, Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by proprietary research and a broad affiliate ecosystem.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrea Osbourn is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2006. Outside of her advisory role, she is listed as a partner in a small business owned by her husband, although she does not have active responsibilities in that business. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services and focuses on educating clients to help them achieve their financial goals through personalized strategies. Janet holds a Bachelor's degree in economics from the University of Michigan and has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Committed to community involvement, Janet follows the Merrill tradition of participating in local organizations, volunteering with groups including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. She resides in Tampa, Florida, and has been married since 1984, with her team serving clients in Clearwater, Florida, and Farmington Hills, Michigan.

Sean Mainwaring is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and experience at several insurance agencies. He serves on the advisory board of the Junior League of Tampa Bay and is a fundraising committee member for Habitat for Humanity Tampa Bay. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

Race Walker is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked for Vernick Financial Planning and Cadaret, Grant & Co., Inc. for 10 years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 along with model portfolios and research from multiple sources.

Thomas Currier is a Planning Consultant at Fidelity Investments, where he works with clients and their families to develop financial plans tailored to their individual goals. In his role, he focuses on understanding clients' objectives and assisting them in managing risks to support their desired lifestyles. Thomas has held various positions within Fidelity Investments, including Relationship Manager, Investment Solutions Representative 1, and High Net Worth Associate. Prior to joining Fidelity, he worked as a Financial Associate at Equitable Advisors. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Sayef Chowdhury is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at E*Trade Securities and positions outside finance, such as work at Moffitt Cancer Center and involvement in the restaurant industry. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering financial planning and investment management supported by firm-approved tools and a range of programs tailored to client needs.

Ronald Caffrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he manages a small family rental property 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Drew Elliston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JP Morgan Chase and Aspen Highland Partners. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Beverley Bouchard is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously spent five years at Jhfn Sii. Bouchard serves as a Notary Public and manages firm services including marketing, compliance, supervision, and training through her role at Signature Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations by offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and multiple platforms to construct portfolios that may include equities, fixed income, and alternative investments, with discretionary and non-discretionary management options.