Michael Schopler is a financial advisor with Raymond James & Associates in Palm Harbor, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Edward Thorne III is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Reynolds & Reynolds Financial Partners. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Shonn Rutledge is a financial advisor at Ameriprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations, primarily for clients maintaining a portion of their assets in Ameriprise Managed Accounts.

Michael Ross is a financial advisor with Ameriprise in Dunedin, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ross serves on the Board of Directors for the Dunedin Chamber of Commerce and is a member of the Pinellas County Estate Planning Council. He is also the Chief Operating Officer of Insights by KJJD, Inc., where he supports strategic and operational management for an Ameriprise financial practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing comprehensive reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized team in partnership with financial advisors.

Steven Saunders is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Fisher Investments and has previously worked at Charles Schwab and T. Rowe Price. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Nicholas Schaaf is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Grow Financial Federal Credit Union, CUSO Financial Services, LPL Financial, Cuna Brokerage Services, and Suncoast Schools Federal Credit Union. He is also involved with Grow Financial Investment Services, a business related to his LPL practice. 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 portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisory technology.

William Hancock is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, Florida, bringing five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Rubicon Software Ltd and Corinthian Partners, LLC, and held a role at PricewaterhouseCoopers. Outside of his advisory work, he is involved as a coach in the recreation and sporting sector and is a partner in an online retail business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides tailored wealth management solutions through its broad range of services.

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Damien Lindsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with approximately one year of industry experience. Prior to his current role, he has held positions including cybersecurity student and CRE analyst. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Travis Lesko is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments in multiple roles from 2023 to 2025. Outside of finance, he has work experience with Eden Landscape Enterprise and has been involved with educational and recreational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs focused on tailored financial planning and asset management. The firm employs structured planning tools and committee-supported investment models while offering comprehensive wealth management solutions.

Gunnar Greathouse is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with four years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities, Northwestern Mutual, and other firms. Morgan Stanley Wealth Management provides advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment programs.

Brian Fermin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at the Pinellas County Clerk of the Circuit Court and Rodrigues and Associates CPAs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader range of financial product offerings than typical for large institutional advisers.

Dushan Borota is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Lillian Cucuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has been associated with Primerica since 1986. Outside of her advisory role, she is involved with HIS Creations, LLC in Land O Lakes, FL. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and maintains approximately $15.5 billion in assets under management through a large network of financial advisors.

Kevin Colosimo is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2012, including an eight-year tenure at Charles Schwab Bank Ssb, and spent one year at TD Ameritrade. Charles Schwab & Co., Inc. serves mostly 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

Danielle Deehl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she currently serves as a primary point of contact for client service needs and inquiries. In this role, she focuses on providing clients and their families with a high level of service aimed at simplifying and easing their financial interactions. She has been with Fidelity Investments since 2021, progressing through several roles including Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before assuming her current position in 2026. Prior to joining Fidelity, Danielle worked as a Financial Advisor Assistant at LPF Financial Advisors from 2018 to 2021. Outside of her professional responsibilities, Danielle engages in activities such as biking, family activities, parenthood, reading, and swimming.

Jerry Reimer is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, delivered either as a one-time or ongoing engagement, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

John Saigh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience in various industries such as logistics, hospitality, and manufacturing, with roles at companies including Uber and Endress & Hauser Inc. He has also been involved with several food and beverage businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Roger Hyde is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has previously worked at American Wealth Management, Inc. for 15 years and Raymond James Financial Services, Inc. for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies through a large network of investment adviser representatives.