Eric Allen is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Davidson Investment Advisors. Allen is based in St. Petersburg, FL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Lori Lacy is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Jones is a financial advisor with Primerica Advisors in Tierra Verde, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. His outside activities include involvement in selling non-investment related products such as home security and automation through affiliated companies. Primerica Advisors serves primarily individual investors, as well as corporate and charitable clients, offering a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Pedro Filippa is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of America, Raymond James, and T. Rowe Price. 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 individuals, high-net-worth clients, and institutional investors.

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 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at T. Rowe Price and Grove Point Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a large network of advisors and affiliated firms.

Ryan Coleman is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include working at Signature Financial Solutions LLC and positions in educational institutions such as Rollins College and Calvary Christian High School. OSAIC serves a diverse clientele including retail and institutional investors, providing integrated brokerage and investment advisory services. The firm utilizes a range of portfolio construction tools and offers access to multiple advisory platforms and third-party managers.

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.

Paul Haskins is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior roles include positions with the City of Tampa and Manatee County, as well as work at Colosseum Coaching and Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Salvatore is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Baird and Northwestern Mutual and spent time teaching at the University of Göttingen. 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, investment consulting, and institutional fiduciary solutions.

Jeremy Dicocco is a financial advisor with LPL Enterprise holding a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Ernst & Young and service in the United States Air Force. Outside of his advisory role, he is a business owner of Designs by DiCocco. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutions. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining Raymond James. 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 consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

Baunit Acosta Calderin is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping athletes, business owners, and families create purposeful financial strategies tailored to their unique priorities and goals. Baunit emphasizes collaboration in developing personalized plans that address family wealth management, legacy planning, personal retirement planning, small business strategies, and supporting women with wealth. Baunit holds an Associate's Degree from Hillsborough Community College and holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and serves as a resource for comprehensive financial guidance, including investing, retirement planning, and access to banking and credit solutions through Bank of America specialists. Outside of his professional work, Baunit enjoys camping, music, skydiving, spending time with his family, and watching movies. He is associated with professional organizations such as the American Cancer Society, St. Jude, and Susan G. Komen.

Michael Markis is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2005. Outside of his advisory role, he is an independent contractor for ChicJourney Travel Advisors, assisting with occasional hotel and experience bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Cynthia Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 license and 20 years of industry experience. She worked previously at INVEST Financial Corp for nine years before joining LPL Financial in 2018. Outside of her advisory role, she owns Premier Tax Team, a tax preparation and accounting business, and is also an insurance agent with Premier Wealth Planning Spring Hill. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He previously worked at Ameriprise Financial Services and Ameriprise Advisor Services, as well as earlier roles at Wells Fargo Clearing. He also serves as co-trustee for a family trust. 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. The firm manages extensive assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Bryan Rooney is a financial advisor with J.P. Morgan Securities holding a Series 66 license and three years of industry experience. He has worked at various entities including J.P. Morgan Chase Bank, City First Mortgage Services LLC, and is currently involved with Beachgrove Homes, Inc., a real estate investment holding company where he serves as an owner and partner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jessica Malley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. Her work history includes positions at Raymond James Financial Services and Doshi Financial LLC, as well as a role at the University of South Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.