Lillian Collazo is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Rapid Trace and the Veteran’s Administration. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice based on extensive investment research and a collaborative client-advisor approach.

Kelly Eales is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Charles Schwab in 2020, she worked at USAA Investment Management Company and USAA Financial Planning Services. She also has experience with Get a Grip Total Fitness. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios and alternative investment options.

Natalie Josic is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience as a mobile public notary and volunteer provider of inner healing therapy sessions through her church network. Josic also assists clients with 401(k) education and support as an associate at Investpro Wealth Strategies. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to municipal advisory services.

Frederick Rappina is a financial advisor at Cetera with 10 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior experience includes roles at MML Investors Services and MassMutual. Outside of his advisory work, he is an author who began writing a book in 2024 and is involved in a land leasing and farming business with his spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to third-party money managers.

Maria Giacalone Mozo is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley and Foresters Financial Services. Outside of advising, she was involved with the Arts Conservatory for Teens for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services supported by extensive operational tools and a broad platform of non-advisory financial activities.

Anthony Russo Jr. is a financial advisor with Ameriprise in Wesley Chapel, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Angel Figueroa is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan and SunTrust Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with more than 10,000 advisors and approximately $256 billion in assets under management.

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

Gregg Lynch is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors, and he is also the owner of LGL Wealth Management, LLC. In addition to his advisory work, Lynch is president and co-owner of Lynch, Cotton & Associates, PA, a CPA firm providing accounting and tax services for over 30 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Josephine Aiosa is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Charles Schwab Bank and USAA in various advisory roles. Outside of her advisory work, she is employed as a hearing-impaired interpreter at Purple Communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies across multiple asset classes.

Eddy Suriel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked previously at Bank of America, Merrill, and Wells Fargo. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Matthew Lausell is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bijan Mohseni is a CFP® professional with 27 years of experience, currently serving as an advisor at Raymond James Financial in Tampa, FL. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Mohseni is also the owner of Investpro Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

Patrick Bungo is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Cetera. Outside of his advisory role, he is involved as an insurance agent with Compass Health Consultants, focusing on health, dental, and vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and proprietary programs to deliver personalized investment solutions.

Eric Brooks is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial and previously held roles at Miller Brooks, LLC and Keystone Wealth Group, where he serves as president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Marsh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 13 years of industry experience. His career includes roles at USAA Financial Advisors and Waddell & Reed before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.