Teleshia Jones is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Primerica Advisors since 2022 and previously spent 15 years with Orange County Public Schools. Outside of her advisory role, she is co-owner and director of Dynamic Supports and Service, a personal care support service for individuals with developmental or intellectual disabilities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using a tiered wrap fee structure.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

O'savion Buckner is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the Tampa Metropolitan YMCA and in automotive repair, among other positions. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning that utilize firm-approved tools and investment modeling techniques.

Stephen Brooks is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he operates Perseverando LLC and works as a boat charter captain. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Alec Bales is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and The Vanguard Group. Before entering finance, Alec worked in the hospitality sector at various restaurants and bars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, while clients are responsible for implementing and maintaining their plans.

Hunter Danforth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at the University of Lynchburg, Coastal Angler Magazine, Norwalk Community College, and the Country Club of New Canaan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Zurek is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Raymond James in 2018, he worked for UBS Financial Services from 2009 to 2018. He serves on the advisory board for the University of South Florida, participating as one of several finance professionals who advise on stock investments for the USF Foundation. 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, institutions, and municipal entities with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Natasha Plumlee is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cetera since 2026 and previously spent nine years at MassMutual Investors Services and two years at MetLife Securities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services.

Vincent Lukasik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley for five years before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alek Goltzman is a financial advisor at Merrill Lynch Wealth Management. He assists clients with a range of financial planning needs including college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Alek focuses on helping clients articulate their goals and creating wealth plans tailored to their unique circumstances. He holds a Bachelor's Degree in Finance from Florida State University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Alek approaches his work with a commitment to serving others and provides guidance and mentorship throughout the financial decision-making process. Outside of his professional responsibilities, Alek is involved in community activities such as coaching high school wrestling at Berkeley Preparatory School and participating in the First Tee of Tampa Bay program. His personal interests include chess, fishing, football, golfing, and softball.

Paul Maes is a financial advisor with Ameriprise Financial, holding a Series 66 credential and beginning his advisory career in 2023. His prior experience includes roles at TopShelf and The University of Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security planning.

Derek Clement is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with various J.P. Morgan entities since 2015. 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 additional brokerage and investment management capabilities.

James Gothers is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., COVR Financial Technologies, and The Leaders Group, Inc. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Steven Polk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Polk has been with Wells Fargo since 2015, previously working at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a freelance trombone player. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer brokerage and advisory solutions across a broad client base.

Robert Coleman is a Chartered Financial Consultant (ChFC®) with 32 years of experience in the financial services industry. He has worked at OSAIC since 2018 and held prior positions with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 25 years. Coleman is president and CEO of Signature Financial Solutions, LLC, a company involved in sales and marketing activities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and uses firm-provided tools and third-party platforms to support investment decisions.

Ronald Krueger is a CFP® and CFA® with 29 years of industry experience. He is currently affiliated with Cetera in Tampa, FL, where he has worked since 2000 under various Cetera entities. Outside of his advisory role, he serves as executor and trustee for his mother’s estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple investment program options.

Angela Coloret is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following seven years with Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Pepe is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Anthony Falco is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fisher Investments. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Yuri Abashkin is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.