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 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.

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 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.

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 in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James and affiliated firms since 2018 and was previously employed at UBS Financial Services. He is also associated with All Seasons Wealth, where he serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

David Newhard is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 credential and 14 years of industry experience. His career includes multiple tenures at Ameriprise and a period at LPL Financial LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses a centralized team to develop detailed recommendation reports that incorporate proprietary research and third-party data.

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 the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Voya Financial Partners and Banc of America Investment Services. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis, with tax-aware strategies and risk management techniques.

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.

Ruth Jordan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment services alongside its financial planning offerings.

Donna Esposito is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2006 and previously at Banc of America Investment Services. Outside of her advisory role, she is a managing member of a credit card merchant services business operated by her husband, although she has no involvement in its daily operations. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Alonso Garza Zorrilla is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2021, and previously at Middleburg Communities, as well as self-employed and with Mpower Financing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities through related affiliates.

Debra Soler Wilson is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct agreements and corporate financial planning arrangements.