Kimberly Roper is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and seven years of industry experience. She has been with Cambridge Investment Research Advisors since 2019 and previously worked at Pewter Report Inc. for 12 years. Roper is also involved with the Girl Scouts of West Central Florida as a non-investment-related volunteer. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Juan Vega is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Fisher Investments, E*TRADE Capital Management, and Scottrade. 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, pension plans, and nonprofit and government entities with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Peter Bursik is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 18 years of industry experience. He has been with Raymond James & Associates since 2006 and Raymond James Financial Services, Inc. since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services using a range of portfolio management styles supported by affiliated research and model managers.

William Harless is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2013 and holds a Series 66 license. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Brett Bennett is a financial advisor at Fidelity with 16 years of industry experience. His previous roles include positions at Charles Schwab, E*TRADE Capital Management, and Fidelity Investments. Outside of his advisory work, he is a passive co-owner of a freight logistics franchise. Brett works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Martin Velastegui is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Prior to his current role, he was involved with Masa Restaurant and also worked at Florida State University. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services through various specialized programs.

Erin Rodberg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Erin worked at Foreside Funds Distributors LLC and Polen Capital Management, LLC. Raymond James & Associates is a large, dual-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, non-discretionary investment consulting, and municipal advisory services.

Curtis Chambers is a CFP®-designated financial advisor with LPL Financial, based in Largo, FL, and has 30 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2009. He has co-authored a book on tax policy in the United States with his father. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Trent Gain is a financial advisor with LPL Financial in Largo, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Independent Financial Partners, and USAA Financial Planning Services. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Destiny Kunzig Lozano is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at the University of South Florida and Publix Supermarkets. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Stirling Heath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial, Allianz Life Insurance Company of North America, and Jackson National Life Distributors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Paul Vogel is a financial advisor with LPL Financial in Odessa, FL, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JHS Capital Advisors, and Raymond James & Associates. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Eckhouse is a Series 66-credentialed advisor with Raymond James & Associates, bringing 16 years of industry experience. She has been with Raymond James Financial International Limited since 2017 and Raymond James & Associates since 2016. Outside of her advisory role, she is involved in food production and distribution through Spring Bayou Foods and volunteers with the Junior League of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Randy Perry is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves a broad client base with services that include fund advisory and model portfolio delivery.

Scott Conti is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of SBConti, Inc., a tax preparation business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Steven Lusk is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fisher Investments and Charles Schwab & Co., Inc. He also spent several years at Florida State University, including a position in the Office of Financial Aid. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Michael Steuer is a Series 65-credentialed advisor with Cetera Wealth Services, LLC, bringing 12 years of industry experience. He has a substantial background in accounting and tax services through his ownership of multiple CPA firms since 2003. Outside of his advisory role, Steuer serves as president and treasurer for several local condominium and homeowner associations, and he is also president of a technology and marketing services corporation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, institutional, and retirement plan clients. The firm offers diverse investment solutions, including discretionary and non-discretionary portfolio management, access to third-party money managers, and customizable program structures.

William Warner III is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Equitable Advisors, where he has worked since 2017. His prior experience includes roles at LPL Financial, Independent Financial Partners, and Raymond James Financial. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Gelsomina Lipscomb is a Certified Financial Planner™ with 25 years of industry experience. She has worked at Ameriprise Financial Services since 2019 and previously held roles at Wealth Advisors of Tampa Bay, LPL Financial, and Florida Investment Advisors. Lipscomb serves on the Board of Directors and Finance Committee at St. Paul Catholic Church in Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Putnam is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He is also the CEO and officer of F L Putnam Securities Inc, a non-traded holding company where he assists in operational planning. Additionally, he owns a business called Putnam 411, providing long-range planning and advice to businesses and individuals, including ESOP consulting using Raymond James resources. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports these through various advisory programs and institutional consulting.