Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Swift is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She joined Ameriprise in 2021 and has prior experience in educational roles at Florida State University and Countryside High School. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Doreen Connolly is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she has served as president of a parent group for a performing arts academy and was the president of a nonprofit organization called The Krewe of Ann Jeffrey. 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 nationwide adviser network.

Tyson Martin is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geoffrey Balkcom is a financial advisor with LPL Financial in Trinity, Florida, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial, where he operates a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, and institutional clients. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Jeannie Holliday is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2012. Her prior work includes roles with Network Professionals Inc. She is also involved in a business that owns and leases office space in Land O Lakes, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non‑discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance offerings.

Paul Raven is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at BNY Mellon and MBSC Securities Corporation Inc. He serves as Vice President of the Eagles Landing 2 Association in Clearwater, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Charles Young III is a financial advisor with Merrill holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously held positions with various insurance carriers and Waddell & Reed Inc. He also spent nine years at Post University. Merrill, along 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, pension plans, corporations, and charitable organizations.

Lawrence Sizeler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He worked at First Southeastern Securities Group, Incorporated for 21 years prior to joining Wells Fargo Clearing in 2022. He also serves as a power of attorney for his spouse, dedicating a few hours monthly to this role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alyssa Parsons is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. She has been affiliated with Raymond James in various capacities since 2021 and previously worked for the Houston Independent School District for eight years. She is also involved with Parsons Wealth Partners, a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Glenn Fasani is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Axa Advisors, LLC for 20 years before joining Ameriprise Financial Services, Inc., and subsequently Ameriprise. Outside of his advisory role, Fasani serves as Chairman of the Tampa Bay Bowl Association for 2025-26 and holds positions on the boards of the Gulf Coast Legacy Planning Council and Financial Beginnings, a nonprofit focused on financial education. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Trey Hayes currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he partners with individuals and families to align Fidelity's resources with their specific financial plans, striving to understand their unique situations and goals. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2019 to 2025. Before joining Fidelity, Trey held leadership positions including Chief Portfolio Strategist at Park Avenue Wealth Management from 2017 to 2019 and Chief Operating Officer at Pence Wealth Management from 2015 to 2017. He served 26 years as an Intelligence Officer in the US Army, an experience that continues to influence his professional approach. Trey's personal interests include family activities, fitness, military service, reading, and traveling.

Tara Fiber is a financial advisor at Wells Fargo Advisors with three years of industry experience. Prior to joining Wells Fargo in 2025, she worked in various dental offices, including Paul Caputo, DDS/Coral Reef Dental, where she currently serves as a dental hygienist on a part-time basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that leverage Wells Fargo research and tools to develop customized recommendations.

David Hale is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with individuals and families to help them make informed financial decisions and create actionable financial plans aimed at providing financial peace of mind. David has extensive experience at Fidelity Investments, having held various positions including Investment Consultant (2021-2022), Relationship Manager (2018-2021), Central Relationship Manager (2018), High Net Worth Representative (2016-2018), and Financial Representative (2016). This progression reflects his broad expertise in financial services and client relationship management. Outside of his professional responsibilities, David enjoys baseball, family activities, fitness, exploring food, and traveling.

Nicholas Grande is a financial advisor with LPL Financial based in Clearwater, FL. He holds the Series 66 designation and has professional experience including roles at Bank of America and U-Vest Financial. Nicholas's background also includes work in various service industry positions and full-time studies prior to entering financial advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology tools and a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Devin Richard is a financial advisor at LPL Financial in Tampa, FL, holding a Series 66 designation with 10 years of industry experience. He previously worked at Agia and Valic Financial Advisors. Devin is involved with WealthFusion, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.

Steven Skillen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and INVEST Financial Corp. He is also an independent insurance agent through his own firm, Skillen Financial Strategies Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios from LPL’s Research Department and third-party strategists, alongside a broad offering of financial planning, consulting, and access to third-party asset managers.

Nicholas Peet is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked extensively with E*TRADE Capital Management LLC and E*Trade Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Jonathan Thomas is a financial advisor at Fidelity with a Series 66 designation and one year of experience. His prior work includes roles at Winsor Development and various educational and recreational organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.