Lauren Poindexter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at several firms, including Raymond James, Bank of America, Merrill, Charles Schwab, and Fidelity. Outside of her advisory role, she owns an Etsy shop called The Planted Laurel Shop, which sells pre-owned goods. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners and other niche areas, and integrates advisory services with various financial products and referral channels.

Adam Skonicki is a financial advisor at Ameriprise in Saint Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jordan Leuschke is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and utilizes multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Girish Thakar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Thakar is also president of Thakar Financial LLC, a support company he owns. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicole Lebaron is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Based in Tampa, FL, her career includes nearly a decade at Wells Fargo Advisors and over nine years at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Sara Nicholson is a financial advisor at Morgan Stanley with 22 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Nicholson serves as a board member for Prince William Academy, contributing to the school's growth and educational initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning processes supported by proprietary tools and methodologies.

Jo Moore is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She has held positions at Edward Jones from 2012 to 2018 before joining Thrivent in 2018. Moore holds the Series 63, Series 65, and Series 66 designations. 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 that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Logan Devicente is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Stein is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked at Lunar Tide and Artists First, and has experience with Crimson Education and Fox 21 Television Studios. He also attended Yale University from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Kevin Koss is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 65 designation and has worked at Aviance Capital Management, LLC prior to joining Raymond James in 2019. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional clients, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at The Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. In addition to his advisory role, he sells various types of insurance including life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance. The firm’s integrated platform combines advisory programs with active sales of financial products and leverages third-party asset management arrangements.

Katharine Curtis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include working at Raymond James from 2020 to 2023 and employment with Hillsborough County Public Schools from 2015 to 2020. Her background also includes a period of extended traveling in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Karen Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously was employed at The Buckle from 2013 to 2017. Based in Tampa, FL, her background spans both financial services and retail sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies crafted by internal teams and third-party managers, with support for trading, account administration, and custody.

Jonathan Boslooper is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL. He holds the ChFC® designation as well as Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he spent five years at Royal Alliance Associates, Inc. and 39 years at Signator Investors, Inc. Boslooper is involved in insurance brokerage and securities sales through his other business activities with Signature Financial Solutions LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup and ownership of E2E Blockchains LLC, where he provided advisory services and speaking engagements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a nationwide advisor network.

John Hinken is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at Merrill since 1979 and has been associated with Bank of America, N.A. since 2009. Outside of his advisory work, he serves as president of the American Shotokan Kenkojuku Karate-Do Alliance, a nonprofit organization, and teaches quarterly clinics. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Liane Conceicao is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Bank of America team. She supports clients by developing personalized financial strategies that align with their short-, mid-, and long-term goals. Her approach includes understanding what matters most to each client and providing guidance on general investing, retirement planning, liquidity management, and legacy planning. Liane also connects clients to Bank of America specialists for banking, credit, home financing, and small business solutions. Liane's areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her educational background includes a High School Diploma from Classical High and an Accredited Certificate Program from the Community College of Rhode Island. Born and raised in Rhode Island within a Cape Verdean family, Liane values hard work, family, and planning for future generations. She is fluent in English, Spanish, and Portuguese. Outside of her professional role, Liane enjoys cooking, dancing, music, reading, and spending time with her family.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at T. Rowe Price from 2017 to 2019 and has been with Raymond James since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Carla Rossi is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is the sole owner of a rental property in Doral, FL. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alec Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cetera and its affiliate firms since 2023 and has prior experience in logistics and lending sectors. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.