Kent Larsson is a financial advisor at Raymond James Financial with 13 years of industry experience. His previous roles include positions at Fisher Investments and New York Life Insurance Company. He serves as a board member for the Bayview Condominiums Clearwater Association, an HOA in Clearwater, Florida. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Jeffery Hunt is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 registrations with 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he was involved with New Day Church and New Day Church of Florida from 2018 to 2021. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program relying on model-delivery strategies managed by unaffiliated managers, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

David Carruthers is a Wealth Management Advisor at Merrill Lynch Wealth Management who has been serving clients since 2004. He specializes in wealth management, focusing on retirement income planning, health expense planning, wealth transfer, and succession planning strategies. Through Merrill's relationship with Bank of America, he also offers access to a range of banking, credit, and lending services. His client focus areas include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. David holds a dual bachelor's degree in finance and economics from the University of South Florida. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Raised in Illinois, he relocated to Tampa for his education. Outside of his professional work, David participates in triathlons and long-distance cycling races. He also coaches his children's tennis and Little League Baseball teams. He is involved in community work with organizations such as Johns Hopkins All Children's Hospital and Metropolitan Ministries.

Allen Truong is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley and Trinity Invest LLC, as well as entrepreneurial experience in the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs and institutional consulting services.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Anne Peterson is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020, following a 21-year tenure at American Express Financial Advisors. She serves on the Board of Directors for the Tarpon Springs Chamber of Commerce. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Richard Lupkes is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Lam Nguyen is a Series 66-licensed advisor at LPL Enterprise with three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. Prior to his financial services career, he worked nine years at Tech Data Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of financial products.

Jenna Marquardt is an Investment Consultant at Fidelity Investments, where she works directly with individuals and families to develop customized financial plans and strategies aligned with their goals and values. She emphasizes collaboration with clients to adapt their financial plans as life circumstances evolve. Jenna has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Central Relationship Manager, and Relationship Manager before her current position. Her experience spans client relationship management and investment consulting within the firm. Outside of her professional work, Jenna enjoys spending time at the beach, attending concerts, cooking and baking, exploring food-related activities, socializing with friends, and caring for her pets.

Brandon Batz 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 the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Kellie Kuhar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to joining Cambridge, she worked seven years at First Command Financial Planning. Outside of her advisory role, she manages Strategic Wealth of Tampa LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions utilizing a variety of platform arrangements and proprietary and third-party strategies.

Nicholas Novak is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has worked at Oppenheimer for four years and previously spent time at Atlantic Warrior Inc. and West Virginia University. His background also includes a five-year tenure at Alfes Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Susan Wasserman is a ChFC®-designated financial advisor with 15 years of industry experience, currently with Cetera. She previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Outside of her advisory role, she owns a CPA firm specializing in tax preparation and serves as president of Yoga Flow Inc., which offers yoga classes and related products. She also volunteers as treasurer for the Florida Yoga Teachers Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform, offering access to affiliated and third-party managers with discretionary and non-discretionary program options.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Securities America Advisors, Inc. for 16 years before joining LPL Financial in 2024. 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, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Emmanuel Tsesmelis is a financial advisor with LPL Financial in Tarpon Springs, FL, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with LPL Financial since 2014 and operates under Tsesmelis Wealth Management as a DBA for his LPL business. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Serrano is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Accurate Advisory Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Cannarella is a financial advisor with Edward Jones in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of Presti Entertainment LLC, an entertainment and wholesale business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large network of advisors and branch offices nationwide.

Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.