Daniel Jones is a CFP® and Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, he held roles at the University of Georgia, University of North Georgia, and several community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Christopher Brooker is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with Edward Jones in Tampa, FL since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Tiffany Githens is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Fidelity Investments. Tiffany is based in St. Petersburg, FL. 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, institutions, and municipal entities—and offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Austin Peffers is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to individuals and businesses, focusing on areas such as budgeting, investment planning, retirement strategies, risk management, family wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Austin holds a Bachelor's Degree from the University of West Florida and has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He stays current with financial and economic trends to help clients make informed decisions aimed at securing their financial futures. He follows the Merrill tradition of community involvement and volunteers with organizations in his community. Outside of his professional work, Austin enjoys adventure sports, baseball, basketball, fishing, football, golfing, running, scuba diving, spending time with his family, and traveling.

Jeffrey Walker is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining his current firm in 2020. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Berry is a financial advisor at Ameriprise in Clearwater, FL, with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Bank of America, Merrill, and FMI Corporation. Outside of his advisory duties, Berry provides management consulting services focused on strategic decision-making and incentive plan development. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Jordan Monds is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, Jordan partners with individuals and families to enhance existing financial plans or co-create new ones, aligning with clients' short-term and long-term goals. Jordan's experience includes positions as an Investment Consultant and Relationship Manager at Fidelity Investments in 2023 and 2022-2023 respectively, as well as a Customer Service Representative at TD Ameritrade from 2018 to 2019. This background has contributed to Jordan's understanding of client needs and financial planning. Outside of work, Jordan has personal interests including beach activities, cars, cooking and baking, being a foodie, golf, and kayaking.

Rachel Sears is a financial advisor at Osaic Wealth with seven years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and KPMG LLP. Outside of her advisory role, she owns a business under the Sears Group, Inc. DBA and works as an insurance agent, assisting clients with insurance policies related to their financial goals. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Annalea Gray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2021 and previously spent nine years at VALIC Financial Advisors. Outside her advisory role, she is a commissioned notary in Florida. 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 portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

Daniel Martinez is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Royal Alliance since 2019 and has also been associated with T Rowe Price since 2016. Outside of his advisory role, Martinez is involved in e-commerce activities, buying and selling items on eBay and Amazon. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers various managed account strategies as well as alternative investment options through third-party platforms.

Zahara Torres is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She previously worked at T. Rowe Price for six years before joining Raymond James in 2019. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andy Kenkel is the Vice President and Branch Leader of the Tampa Investor Center at Fidelity Investments. In this role, he partners with a team of financial professionals to assist clients in achieving their financial goals, focusing on delivering a comprehensive experience for each client. He has been with Fidelity Investments since 1996, holding various positions including Brokerage Service Representative, Brokerage Trading Representative, Trading Representative II, Project Manager, Investment Representative, Financial Planning Consultant, Account Executive, Senior Account Executive, Regional Planning Consultant, and Vice President. His tenure at Fidelity has provided him with extensive experience in financial planning, investment representation, and branch management. The information provided does not include details regarding his education, credentials, personal interests, or community involvement.

Trudy Benton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Truist Investment Services, INC. for 14 years before joining LPL Financial in 2013. Benton also operates Benton Wealth Management, LLC. 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 and access to third-party asset management, with a focus on leveraging both strategic and tactical investment approaches.

James Howard is a Series 66 licensed financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory work, he is a partner at Riffy Bits, LLC, a publishing business based in St. Petersburg, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its advisory process.

Adam Nibert is a CFP® professional with 30 years of industry experience, currently advising at Raymond James & Associates since 2004. Based in St. Petersburg, FL, he holds a Series 63 license and specializes in financial planning and investment consulting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary advisory services supported by extensive research and a variety of portfolio management strategies.

Brad Stieben is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team that develops personalized wealth strategies tailored to the goals, needs, and preferences of high-net-worth clients and their families. His approach focuses on providing comprehensive wealth planning and sophisticated investment strategies through Private Wealth Management. Brad has 26 years of experience in financial services, all with Fidelity Investments. His career progression includes roles as Vice President, Financial Consultant since 2007, Financial Consultant from 2005 to 2007, Investment Consultant from 2003 to 2005, and Investments & Retirement Specialist from 2000 to 2003. This extensive experience supports his ability to build trust and provide high-touch support to his clients. Outside of his professional work, Brad engages in family activities, fishing, fitness, golf, traveling, and volunteering.

Matthew Strickland is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. His prior work includes positions at MassMutual Life Insurance Company, Bank of America, Merrill, and Equitable Advisors, among others. 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, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Hammond is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. and IC Advisory Services, Inc. for nine years, and earlier held positions at Transamerica Financial Advisors, Raymond James Financial Services, Inc., and Opus Investment Management, Inc. He also operates Palmer Hammond Tax Services, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Emmanuel Lelekis is a CFP® professional with 19 years of industry experience, currently serving at Raymond James & Associates since 2024. Prior to this, he worked for eight years at Wells Fargo Clearing. He acts as trustee for several family trusts, managing investment responsibilities related to these accounts. 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jessica Wassmer is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill for over 21 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.