Sarah Robinson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she partners with clients and their Wealth Management Advisors to deliver dedicated planning and service tailored to clients' needs. Sarah focuses on understanding what is important to her clients and their families, emphasizing the formation of strong relationships. She prioritizes maintaining open dialogue, trust, and reliability with those she serves.

John Ciko III is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. Outside of his advisory role, he is associated with Blue Sky Ventures 6173, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Corson is a financial advisor with Ameriprise Financial Services, LLC in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at HWJ Capital Partners II, LLC, Pride Rock Capital Management, and other firms in financial services and unrelated sectors. Outside of advising, he owns and operates Divergent Frequencies LLC, an event planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes tools and research to support asset allocation and Social Security decisions within a defined investment framework.

Natalie Knaus is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at The Vanguard Group and work related to housing and community development, as well as academic roles at Drexel University Thomas R. Kline School of Law. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Ryan Fultz is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has held roles at Ameriprise Financial Services, LLC, Bankers Life, and Triad Financial Services, and previously worked at Troy University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

Jennifer Easley is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate and review retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions.

Austin Orentlich is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. His career includes roles at Thrivent Financial and periods of self-employment. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs to tailor investment solutions.

David Figari is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. He has also been involved with Dragonturtle Ideas, LLC and Dragonturtle Ideas Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Delaney Bombara is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, Delaney held various roles in the hospitality and arts sectors, including positions at Bartaco, The Getaway, The Fat Rabbit Pub, and the Currier Museum of Art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and specializes in delivering model portfolios using systematic methodologies.

Guilherme Accioly Da Rocha is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley, Citibank, Charles Schwab, Fisher Investments, TD Ameritrade, and Transamerica Retirement Solutions. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Bryce Alley is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including UBS Financial Services and Providence Family Offices, and is currently associated with All Seasons Wealth as part of Raymond James. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and municipal advisory services uncommon among large institutional advisors.

David Newhard is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise Financial Services since 2012, with a two-year period at LPL Financial from 2021 to 2023 before returning to Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning through a centralized consulting team.

Nicholas Andress is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jennifer Kranz is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments in 2021, she worked at Voya Financial Partners from 2014 to 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Michael Chmelir is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jacobson, Chmelir & Ferwerda at Law and various positions in education and hospitality. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional offerings with specialized investment and structured-product activities.

Lauren Pepe is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Cetera Investment Services LLC and affiliated entities since 2015. Outside of her advisory role, she is involved in a small business related to heat shrink tubing with Seacoast Electronics. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party money managers.

Cynthia Gilmore is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and 43 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in WSPRJ, LLC, a business formed to manage office space rental for her team’s Raymond James office. 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 broad client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Olivia Jones is a Series 66 licensed financial advisor with Edward Jones, based in Tampa, FL, and has three years of industry experience. Prior to joining Edward Jones, she worked as a second-grade teacher at the Academy of the Holy Names. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed account solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.