Christopher Brooker is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with Edward Jones in Tampa, FL since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Johanny Pressley is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016 and also holds roles with Member Services Corporation and Florida Central Credit Union. In addition to her advisory work, she serves as a financial advisor at Florida Central Credit Union. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services utilizing analytical tools and supports both individual and institutional clients through a large network of advisors.

Tiffany Githens is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Fidelity Investments. Tiffany is based in St. Petersburg, FL. 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—and offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Nicholas Stavrakis is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple firms including Northwestern Mutual and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Zoe Cuva is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, managing new wealth, portfolio management services, and women and wealth. Zoe focuses on crafting personalized financial strategies tailored to each client's unique needs to help them achieve financial security and growth. She holds a Bachelor's Degree from Florida State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Zoe brings a perspective shaped by her family's involvement in the financial industry and emphasizes trust-based, long-term relationships with her clients. Outside of her professional role, Zoe is involved with professional organizations such as Junior League Tampa and serves as Membership Board Chair for NAWBO. Her personal interests include skiing, swimming, traveling, yoga, and spending time with her family.

Austin Peffers is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to individuals and businesses, focusing on areas such as budgeting, investment planning, retirement strategies, risk management, family wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Austin holds a Bachelor's Degree from the University of West Florida and has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He stays current with financial and economic trends to help clients make informed decisions aimed at securing their financial futures. He follows the Merrill tradition of community involvement and volunteers with organizations in his community. Outside of his professional work, Austin enjoys adventure sports, baseball, basketball, fishing, football, golfing, running, scuba diving, spending time with his family, and traveling.

Jody Clark is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, where he has worked since 2013, accumulating 12 years of industry experience. He serves as a board member for After School All-Stars, a nonprofit organization. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michele Davis is a financial advisor with LPL Financial in Apollo Beach, FL, holding Series 63 and Series 66 licenses and with 35 years of industry experience. She previously worked at Ameriprise Financial Services and Keller Williams Realty. In addition to her advisory role, she is a licensed real estate agent and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by research and multiple investment strategies.

Jeffrey Walker is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining his current firm in 2020. 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 wide range of portfolio management styles and affiliated research.

Jennifer Crimmins is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 33 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is the sole proprietor of several real estate entities in Tampa. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee, providing advisory services without offering individual security recommendations within standalone plans.

David Berry is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and FMI Corporation. Outside of his advisory work, he provides management consulting services to business owners on strategic decision-making and incentive plan development. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Christopher Beatty is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Detlef Schoeppler is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Schoeppler is also involved with Pomona Management LLC, an entity used to manage office expenses and employee payroll. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Donald Mandeville is a CFP® with 17 years of industry experience and is currently affiliated with Cetera. He has held positions at Regions Bank, Truist Advisory Services, and BB&T Securities among others. He serves as Vice Chair on the Board of Directors for Lighthouse of Pinellas Inc., where he participates on the finance, development, and governance committees. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors and serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Rachel Sears is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and KPMG LLP. In addition to her advisory role, Sears is a business owner and registered representative of Sears Group, Inc., where she services clients, and she also works as an insurance agent focusing on life insurance, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and uses various tools and third-party platforms to construct and manage portfolios that include a broad range of asset classes.

Annalea Gray is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors for nine years. Outside of her advisory role, she is a licensed notary in Florida. LPL Financial serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning and advisory programs supported by extensive research and technology.

Daniel Martinez is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Royal Alliance since 2019 and T Rowe Price since 2016. Outside of his advisory work, he is involved in e-commerce, buying and selling items on eBay and Amazon. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third‑party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Zahara Torres is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She previously worked at T. Rowe Price for six years before joining Raymond James in 2019. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Trudy Benton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2013. 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 programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Howard is a Series 66 licensed financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory work, he is a partner at Riffy Bits, LLC, a publishing business based in St. Petersburg, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its advisory process.