Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.

Lianne Weber is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked at various divisions of Raymond James since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Mei Jing Edgerton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of experience at the firm. Her prior work includes seven years with Raymond James & Associates and three years at Solid Rock Community School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management styles.

Robert Recker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2008. Outside of his advisory role, he is involved in part-time sales of home security and automation product referrals and is a partner in The Recker Group LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Edward Carter is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Carter has been with Ameriprise since 2018, serving in his current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual. He also spent six years at Saint Leo University. 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, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Stephen Kitner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and prior roles at Genter Capital Management LLC, Coastal Carolina University, and Jefferson Security Bank. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization. The firm is distinguished by its scale, complex affiliate network, private-equity ownership, and a broad range of investment and financial planning programs.

Alexander Armenta is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, previously serving as an Investment Consultant from 2023 to 2025, a Workplace Planning Consultant from 2020 to 2023, and a Treasury Operations Associate from 2019 to 2020. In his current capacity, Alexander works alongside clients to provide analysis and implement financial plans aligned with their time horizons and investment objectives. Throughout his tenure at Fidelity, Alexander has focused on delivering a thoughtful client experience by leveraging the firm's resources. He emphasizes passion, professionalism, and organization in his approach to financial consulting. Outside of his professional work, Alexander enjoys baseball, football, motorcycles, outdoor adventures, and spending time with his pets.

Corbin Kitzinger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and has worked with the broader Raymond James Financial Services, Inc. organization since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Ferrara is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chloe Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at Raymond James since 2019, with prior experience at Howland and Associates, LLC and Branch Banking and Trust. Outside of her advisory role, she is an officer and secretary of Antipodean Group Inc., a business she co-owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supports institutional consulting, and maintains specialized municipal and SIMPLE IRA advisory programs.

Timothy Vansolkema is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. 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, institutional clients, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by firm research and multiple portfolio management styles.

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Royal Alliance, BBVA Wealth Solutions, Morgan Stanley, and Merrill. She is based in St. Petersburg, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization, incorporating a range of managed account strategies and third-party manager programs.

Elijah Gray is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill, he worked in various roles including positions at Delaware North, Juicy Crab, and Chili's Grill & Bar. 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.

Lazette Pierce Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as a sales representative in a multi-level marketing business and also works in customer service for a retail company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and retirement strategies.

Kevin Nashbar is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within Raymond James entities and other financial firms such as Independent Financial Partners and Total Insurance Brokers. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Nathanael Gregor is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Midwestern Securities Trading Company, Calton & Associates, and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, including specialized municipal and public finance work.

Amy Micik is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Behavioral Finance and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from a range of investment portfolios to help clients pursue their objectives. Amy is a Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and holds additional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Amy's expertise spans areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as tax minimization. She serves a diverse client base including business owners, corporate executives, professional athletes, individuals with sudden or inherited wealth, widows, divorcees, and families. Her approach emphasizes putting the client's interests first and creating plans that clients can easily understand and follow, drawing from her background in education, psychology, and technology. Amy holds a Bachelor's Degree from Illinois State University. Outside of work, she enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She supports organizations such as Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club, and is a supporter of the arts, environmental causes, children, and animals.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.