Nicole Cassidy is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 license and has concurrent roles at Merrill, Bank of America, N.A., and CVS Pharmacy, where she works as a registered pharmacy technician. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation and Calton & Associates, Inc. Miller is also involved with Life Brokerage Financial Group in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies implemented by its extensive network of investment adviser representatives.

Jessica Dunning is a Series 66-licensed financial advisor with LPL Financial, bringing 18 years of industry experience. Her career includes roles at Raymond James Financial, USAA Financial Planning Services, and National Planning Corporation. Outside of her advisory work, she owns Defensive Empowerment Academy, where she teaches firearms-related courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alyse Duffy is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Duffy serves as President on the Board of Directors for the American Legion Cemetery Corporation and as First Vice President of the American Legion Auxiliary USS Tampa Unit 5. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jean Pierre Eugene is a CFP® professional with 16 years of industry experience, currently with Cetera since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base including individuals, 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 allows advisors to implement various model portfolios and customized strategies.

Samantha Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, World Electric Supply, and Supply Chain Equity Partners. She has been involved with the Academy of the Holy Names since 2014 in a capacity outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Bunting is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2003 and holds Series 63 and Series 66 designations. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Zwart is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and The Prudential Insurance Company of America. Outside of advising, he is involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Rochelle Martin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and having seven years of industry experience. Her prior roles include positions at J.P. Morgan Chase, Primerica Advisors, and M&T Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods.

Michael Wallace is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Lenhardt is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Outside of his advisory role, he is involved with U-Vest Financial, a DBA for his LPL business. 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 third-party asset managers, supported by a broad platform and various institutional programs.

Steven Robertson is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Bank of America, Finish Line / JD Sports, and Dick's Sporting Goods. He has also been involved with Southwestern Assemblies of God University and Christian Life International Church. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Wilbur is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Mass Mutual and its affiliated firm MML Investors Services since 2013. In addition to his advisory role, he works as an agent providing individual life, health, property/casualty, group life, and group health insurance, and he is involved in Medicare Advantage sales. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning engagements using firm-approved analytical tools, offering event-driven planning services including divorce and estate-settlement planning.

Kelly Kipnis is a CFP® with 25 years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2024, Kipnis worked at Hartford Funds Management Company and Wells Fargo Funds Management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, delivering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Charles Damico is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. His outside business activities include operating Blessed Wealth, LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with over $256 billion in assets under management.

Stacey Pittman is a CFP® designated financial advisor with LPL Financial and has 12 years of industry experience. She has worked at both LPL Financial and The Bank of Tampa since 2014, where she also serves as Managing Director of BT Wealth Advisors, the bank’s wealth management division. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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 diverse client base—including individuals, institutional and pension plans, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Sullivan is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2007 to 2019 before joining Ameriprise in 2019. He serves on the boards of multiple nonprofit organizations, including the National Christian Foundation Tampa Bay and Health Access Connect, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver personalized retirement income advice.

Cynthia Niesen is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2020 and previously served in various roles at USAA Investment Management Company and USAA Financial Advisors from 2014 to 2020. She is based in Tampa, Florida. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Sydney Niewierski is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, she worked at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. She is a partner at CN Wealth Management Group, which operates under the DBA Keybridge Wealth Management. Additionally, Niewierski serves on the board and investment committees of the Morton Plant Mease Healthcare Foundation. 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 clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer-sponsored retirement plan consulting.