Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining Raymond James. 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 consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

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.

Cynthia Richardson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at INVEST Financial Corp for nine years before joining LPL Financial in 2018. In addition to her advisory role, Richardson owns a tax preparation and accounting business and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, supported by a national network of investment adviser representatives and access to diverse investment strategies and technologies.

David Soiferman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including six years at Ameriprise Financial Services, LLC, and ten years at Ameriprise Financial Services, Inc. He has a background in financial services and is based in Oldsmar, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

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.

Jessica Malley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 11 years of industry experience. She has been with Raymond James since 2015 and previously worked at the University of South Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through its advisory programs and specialized municipal and public-finance services.

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.

Michael Miller is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by in-depth research and diverse investment strategies.

Zachary Kessler is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has 13 years of industry experience, all with Raymond James & Associates since 2010. Raymond James & Associates is a large 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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.

Nicholas Carroll is a CFA® charterholder with six years of industry experience. He is currently with Raymond James & Associates and has previously worked at UBS Financial Services and UBS Asset Management. Raymond James & Associates, Inc. is a nationally recognized 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, non-discretionary consulting, and institutional advisory services.

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.

Jacob Bennett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His work history includes positions at Raymond James Financial and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations with financial planning, investment consulting, and institutional fiduciary services, offering tailored, generally non-discretionary advice supported by a variety of portfolio management styles and affiliated research.

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.

Dana Seiber is a financial advisor at Raymond James & Associates with 8 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2015. Outside of her advisory role, she owns Sunchase Travel LLC, a travel agency business she has operated since 2006, serving one long-term corporate client annually without soliciting new business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 specialized municipal advisory services.

Russell Toms is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. He also maintains roles at Suncoast Credit Union and Cuna Brokerage Services Inc, both since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.