Hector Almarales is a financial advisor at Fidelity with five years of industry experience. He previously worked at J.P. Morgan Securities and Bank of America Corp. Outside of his advisory role, he is a manager of a long-term rental property business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Chad Tortorice is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2005. He is a partner in WSPRJ, LLC, a business outside of investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Caleb Augustt is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. Outside of his advisory role, he is the managing member of Cozzzy Places LLC, a limited liability company that manages a rental space attached to his residence. Merrill, together 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 model-based and discretionary investment strategies constructed by internal teams and third-party managers.

John Paul Cattaro is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Interactive Brokers LLC before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Nathan Ellerbee is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. from 2009 to 2023 before joining LPL Financial. Outside of his advisory work, he was involved with Kangaroo Court Softball for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, with a range of investment options and technology tools supporting its platform.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he provides personalized financial guidance to individuals and families. In his role, Dino collaborates closely with clients to understand their goals and financial needs, helping them evaluate their options and make informed decisions throughout their financial journeys. Dino has extensive experience with Fidelity Investments, having held various positions since 2010. His roles have included Relationship Manager, Financial Representative, Retirements Specialist, and Investment Solutions Representative, among others. This breadth of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Dino enjoys cooking and baking, exploring food as a foodie, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Ryan Kling is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he hosts live trivia events as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corinne Wolthuis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Suntrust, Bank of America, and Hancock Whitney Bank. She also serves as a board member for the Villa Rosa Master Association, a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

David Lemar Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Royal Alliance Associates and Signator Investors. In addition to his advisory roles, he serves as Treasurer at Hanna LeMar and Morris CPAs PA. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

David Stepanek is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2018. Prior to that, he was employed at Bank of America, Merrill, and Blue Ocean Advisors, LLC. Outside of his advisory role, Stepanek owns Liquid Limo, LLC, a charter boat business based in St. Petersburg, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that include specialized offerings such as business-owner transition planning and special-needs analysis.

Brandon Cohen is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Danyle Anderson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, Anderson worked at Intuit Inc and spent over a decade with the Global Equity Organization. Anderson serves as an advisory board member for the Certified Equity Professional Institute at Santa Clara University. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Florida Financial Advisors before joining Equitable Advisors and has a background that includes completing his studies at The University of Alabama. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to models based on personal information and risk tolerance.

Christopher Brandriff is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with various J.P. Morgan entities since 2012 and is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Eric Sisco is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at Raymond James Bank and Bank of America. Outside of his advisory role, he is involved with Alpert Enterprise LLC. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.