Ashley Troutman is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 65 and Series 63 licenses with nine years of industry experience. Her background includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools for goal analysis and recommendations.

Roy Echols is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a 22-year tenure at CUNA Brokerage Services, Inc. He has also been associated with Suncoast Schools FCU / Members Trust Company for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions, including third-party asset management access and institutional platforms, supported by extensive operational and research tools.

Daniel Gordon is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities LLC and a position with Gigi Fernandez Tennis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Henry Alava is a CFP®-designated financial advisor with 37 years of industry experience, currently serving at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency focused on employee benefits, retirement programs, and personal financial planning. Additionally, he holds a board member and social chair position with St. Timothy Catholic Church Men’s Club, where he arranges community social events. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services across multiple program structures.

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carlos Cano Fontecha is a financial advisor at The Grove, Realty and Services, Corp with a Series 65 designation and two years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services, and also holds leadership roles as President and CEO of several companies, including DLA Joint Venture, Inc. in Florida and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras. The Grove, Realty and Services, Corp operates as an investment manager.

Seema Jain is a financial advisor at Axiom Paragon Services LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Jaffe Tilchin Investment Partners, LLC, and Axiom Business Consulting, LLC, where she is also a CPA and owner. Jain is the CEO and founder of multiple business consulting and real estate companies in Tampa, FL. Axiom CPA serves individuals, high-net-worth clients, and businesses by providing tax, accounting, and business-planning services while referring clients to unaffiliated investment adviser firms. The firm does not manage assets directly but offers solicitor referrals to third-party advisers.

Adam Gruber is a CFP® professional with 10 years of industry experience. He is currently with AMG Wealth Management LLC, where he has worked since 2020, and previously worked at CPS Investment Advisors. Outside of finance, he teaches secondary math classes at Brandon High School in the Hillsborough County School System. AMG Wealth Management LLC is a small firm based in Land O Lakes, Florida, with two advisors supporting clients in their wealth management needs.

Thomas Gruber is a financial advisor at AMG Wealth Management LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining AMG Wealth Management in 2021, he worked at CPS Investment Advisors and Sundance Wealth Management Group, LLC. In addition to his advisory role, Gruber teaches online college-level accounting and finance courses at the University of Phoenix and operates his own CPA firm, Thomas A Gruber, CPA PLLC, where he provides fractional CFO and tax consulting services. AMG Wealth Management LLC is a supported firm with two advisors, serving clients with tailored wealth management strategies.