Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

John Ciko III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes multiple tenures at LPL Financial, as well as positions at Invest Financial Corporation and Gunnallen Financial, Inc. Outside of his advisory work, he has a non-investment business entity, Blue Sky Ventures 6173, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joni Borawski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, PNC Wealth Management, Merrill, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and delivering model portfolios.

David Figari is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Figari also has experience with Dragonturtle Ideas, LLC, where he was involved from 2017 to 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

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.

Heather Balfour is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and its affiliates for the majority of her career, with a three-year tenure at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity's Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies and fund-of-funds.

William Rhodes is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance, as well as over a decade with Iowa Northern Railway. He serves as a board member for the Shady Creek Preserve Homeowners Association. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Douglas Wilkinson is a CFP® professional with 15 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2021 and previously held roles at First Command Financial Planning and related affiliates from 2012 to 2021. Outside of his advisory work, he owns Full Coverage Financial Planning and is an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Joel Marius is a financial advisor with Osaic Wealth, Inc. in Apollo Beach, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at LPL Financial, Cetera, and Ameriprise Financial Services. Outside of advisory work, he is involved in real estate as a licensed agent, acts as a mortgage loan officer, and operates an insurance agency, all under his brand Fortunium. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Kenneth Dunkel is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Smurfit Westrock, Costa Verde Imports, Nature's Way Farms, Fernlea Flowers, and Costa Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Gustavo Bustamante is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and having 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has also been involved with Major League Tax & Financial Planning LLC since 2007. Bustamante serves as a board member of Club Venezuela Inc., a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base.

Ryan Hughes is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following eight years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Kenneth Thubet is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in related business activities including sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services through a large team of financial advisors.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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, and institutions.

Michele Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior work includes seven years at Ameriprise Financial Services and thirteen years with Keller Williams Realty. Outside of her advisory role, she is involved in licensed real estate and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors with advanced operational tools.

Marcus Smith is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks as part of its recommendations.

Charles Thurman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Royal Alliance Associates, Signator Investors, and Pioneer Financial Associates. Outside of his advisory work, he has been involved as an insurance agent and owner of a related business entity. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a wide range of account implementation options and proprietary model strategies under the Founders Gate Capital brand.