Stacy Sabin is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Fidelity, she worked at Raymond James for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and employs systematic methodologies supported by AI and long-term asset allocation benchmarks.

Jessica Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers for service delivery.

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to various program structures and third-party managers.

Kimberly Vaughan is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds the Series 66 designation and has five years of industry experience. Vaughan has been affiliated with various divisions of Raymond James since 2008. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Asagai Brevil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. His career includes positions at Merrill and Wells Fargo Bank prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions, using research and analytics to guide investment decisions within the custodian platform available to each plan.

Steven Barlow is a financial advisor at Edward Jones with 25 years of experience in the industry. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Todd Gartrell is a CFP® professional with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held various roles since 2009, including positions at Optavia and Take Shape For Life. Outside of his advisory work, he serves as a trustee for family trusts managing real estate and investment assets. 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 employs a non-discretionary approach tailored to client goals, integrating analytical tools and risk profiling while supporting advisory program implementation.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 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, managing roughly $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Nathan Ouellette is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes six years of service in the United States Air Force. He has been with Cetera and its affiliate since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelly Klein is a CFP® with eight years of experience in the financial services industry. She is currently with Raymond James & Associates, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services, LLC, Sound Income Strategies LLC, and McAdams Group LLC. 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 wide range of clients, including individuals, institutions, and municipal entities, and offers a variety of financial planning and investment consulting services that emphasize non-discretionary, tailored advice supported by firm research and multiple portfolio management styles.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Brett Elam is a Series 66-credentialed financial advisor at UBS Financial Services with 14 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a range of proprietary research, capital markets operations, and affiliated lending programs.

Claude Romano is a financial advisor with LPL Financial based in Palm Harbor, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. Prior to joining LPL Financial in 2025, he was affiliated with Grove Point Investments, Grove Point Advisors, Lucas Insurance Advisory, Romano Insurance and Financial Planning, H. Beck, Inc., and PRUCO Securities. Outside of his advisory work, Romano owns Warrior One Yoga, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services, including financial planning and access to a variety of investment strategies and institutional platforms, supported by extensive advisor tools and resources.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. for 19 years. Outside of his advisory role, he serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad product offering, including brokerage and advisory solutions, and serves a diverse client base with a large network of financial advisors.

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Josue Wong is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo entities. Outside of his advisory work, Wong is involved in app development projects focused on sharing EV charging station locations and providing beauty advice. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing 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.

Bradley Palmer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Achieva Credit Union and Lowes Home Improvement, as well as managing Palmer Contracting Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports customized investment strategies and a broad range of program options.

Randall Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley and its affiliated firms since 2009, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a sole proprietor involved in property management. 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 that utilize structured discovery processes and advanced modeling tools.

Sandi Jodanovic is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked at various Raymond James entities since 2018. Prior to her career in financial services, she was employed at CVS Pharmacy for five years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Michelle Weiss is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 66 designations and having 18 years of industry experience. Her career includes twelve years at Wachovia Bank and ongoing roles at Wells Fargo since 2016. She serves as treasurer for the Somerset Elementary School Foundation, assisting with fundraising and board meetings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research-driven investment approaches, offering both brokerage and advisory solutions.