Trisha Sammons is a financial advisor with Edward Jones in Valrico, FL, holding Series 63 and Series 65 designations. She has been with Edward Jones since 2025. Her prior work experience includes roles at The Garcia Companies and several other firms in various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branches nationwide.

Jeffrey Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves on the Pasco County Schools Oversight Committee. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Caswell is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company and has a background that includes roles in insurance and retail. He is also an insurance agent licensed to sell life, health, and annuities products. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by advanced modeling tools and offers a wide range of retail and institutional investment services.

James Kopco is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Kopco is also a part owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds.

Michael Travis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that incorporate a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Thomas Powell is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2022. Prior to his advisory role, he was a full-time student for 14 years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that incorporates quantitative and qualitative analysis to manage diversified portfolios.

Tamara Sadowski is a CFP® with 18 years of industry experience, currently serving at Fidelity. Her career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and advanced analytics in portfolio management.

Kimberly Roman is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 offers a wide range of brokerage and advisory solutions.

James Trimboli is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. In addition to his advisory role, he provides consulting services and develops financial plans for clients through Klimis & Associates, Inc. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Dortch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and SunTrust Advisory Services. Dortch is based in Clearwater, FL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Marc Beshany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include working at Prudential Equity Group, LLC from 2001 to 2003. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Raymond James & Associates since 2005 and previously spent 11 years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and affiliated research.

Kareli Lopez Montoya is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Morgan Stanley Smith Barney LLC. Her background also includes periods dedicated to homemaking. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Brian Bower is a CFP® professional with nine years of experience in financial advising, currently serving at Edward Jones since 2017. Prior to this, he has been involved with Plan B MarineServices since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated financial services through a large network of advisors and branch offices.

Michael Espinosa is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Uber, Target, and several other companies. 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 a variety of clients including individuals, high-net-worth clients, and institutional investors.

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Irene Cromartie is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Raymond James Financial Services, Morgan Stanley, CapTel, Capital One, and Kepro. Outside of her advisory work, she also works as an independent contractor delivering food for DoorDash in Tampa, Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios comprised of mutual funds, ETFs, and ETPs.

Joshua Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His prior experience includes roles at T. Rowe Price and Grove Point Advisors. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical modeling tools to support non-discretionary planning and offers unique services such as municipal and public-finance advising alongside a SIMPLE IRA Employer Advisory program.

Ryan Coleman is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Solutions LLC, Rollins College, and Calvary Christian High School. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting multiple advisory strategies and third-party manager selections.

Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Ford Motor Credit, Childcare Solutions, and Sony/ATV Music Publishing. 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 clients, and municipal entities, and offers financial planning and advisory services that incorporate risk profiling and software-driven analyses.