Nathan Ellerbee is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Raymond James Financial Services, Inc. from 2009 to 2023 and was involved with Kangaroo Court Softball during 2021 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he provides personalized financial guidance to individuals and families. In his role, Dino collaborates closely with clients to understand their goals and financial needs, helping them evaluate their options and make informed decisions throughout their financial journeys. Dino has extensive experience with Fidelity Investments, having held various positions since 2010. His roles have included Relationship Manager, Financial Representative, Retirements Specialist, and Investment Solutions Representative, among others. This breadth of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Dino enjoys cooking and baking, exploring food as a foodie, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Ryan Kling is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he hosts live trivia events as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corinne Wolthuis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Suntrust, Bank of America, and Hancock Whitney Bank. She also serves as a board member for the Villa Rosa Master Association, a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

David Lemar Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he serves as Treasurer for Hanna LeMar and Morris CPAs PA, a position he has held since 1997. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party model strategies tailored to client objectives.

David Stepanek is a financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill. Outside of his advisory role, he owns Liquid Limo, LLC, a charter boat business. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Brandon Cohen is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Danyle Anderson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, Anderson worked at Intuit Inc and spent over a decade with the Global Equity Organization. Anderson serves as an advisory board member for the Certified Equity Professional Institute at Santa Clara University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Karl is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors. His background includes roles outside finance, such as employment at Mothers Peninsula Grille and involvement with the Maryland Yacht Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Brandriff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Sisco is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at Raymond James Bank and Bank of America. Outside of his advisory role, he is involved with Alpert Enterprise LLC. 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 registration and 25 years of industry experience. He has worked at various affiliated firms within the Raymond James network since 2004 and operated Boyd Business Strategies from 2017 to 2020. In addition to his advisory work, Boyd serves as a non-public arbitrator for FINRA Dispute Resolution Services. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Susan Hinckley is a financial advisor at LPL Financial with eight years of industry experience. Her prior roles include working with The Florida Orchestra, Inc. and a period of self-employment combined with extended travel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. 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, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Terrence Hornsby Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2020, alongside his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.