David Schur is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside his advisory role, Schur serves as an inspector for the Hillsborough County Supervisor of Elections and acts as treasurer for the Economic Club of Tampa. 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 through a national network of more than 23,700 advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Andrew Hereter is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America and various financial and service-related businesses. Outside of finance, he is involved with the Florida Cracker Fish Company, a restaurant and bar in Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nathan Saladino is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He began his career in financial services in 2026 after working eight years at Assurant Solutions and seven years at Tampa General Hospital. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Brian Rolfe is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2011 to 2016. Outside of his advisory role, Rolfe serves as treasurer for the Oak Creek at Countryside Homeowners Association and is an investment committee member for the Benjamin Tower Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ellery Willard Jr. is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Merrill for 12 years and currently manages the trust department for Hancock Whitney Bank. Willard is also involved with the AdventHealth Tampa Foundation finance committee and serves on the advisory council for the University of Tampa’s Sykes College of Business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Javon Enzor is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments from 2023 to 2025. His background includes roles in education and community services, including positions at Hillsborough Community College and Hillsborough County Parks and Recreation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using proprietary tools and manages approximately $2.74 trillion in client assets.

Alexander Worrell is a financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2017 and previously spent a year at Thyssenkrupp Elevator. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process that integrates quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2002 and also worked at DoorDash from 2022 to 2024. Outside of his advisory role, he assists as an owner of Am Happ LLC, a business operated primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that rely on tailored, non-discretionary advice supported by comprehensive research and a variety of portfolio management strategies.

Brenda Ehrke is a financial advisor at Edward Jones in Largo, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a partner in a shaved ice and dessert franchise called Vampire Penguin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Norman Raymer is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. In addition to his advisory role, Raymer operates two sole proprietorships focused on fixed insurance products and fee-based planning and investments, and serves as secretary of the Trevi Home Owners Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts.

Sarah Robinson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she partners with clients and their Wealth Management Advisors to deliver dedicated planning and service tailored to clients' needs. Sarah focuses on understanding what is important to her clients and their families, emphasizing the formation of strong relationships. She prioritizes maintaining open dialogue, trust, and reliability with those she serves.

Jack Corson is a financial advisor with Ameriprise Financial Services, LLC in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at HWJ Capital Partners II, LLC, Pride Rock Capital Management, and other firms in financial services and unrelated sectors. Outside of advising, he owns and operates Divergent Frequencies LLC, an event planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes tools and research to support asset allocation and Social Security decisions within a defined investment framework.

Sennua Holiday-Lawson is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Relationship Manager, Planning Consultant, and Investment Consultant. Her professional focus is on helping individuals develop and maintain financial plans that align with their financial goals, risk tolerance, and time horizons. Sennua takes a client-centered approach, aiming to build relationships based on a comprehensive understanding of each client's unique needs and aspirations. Outside of her professional work, she has interests in comedy, fitness, football, golf, music, and traveling.

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Natalie Knaus is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Equitable Advisors, she worked at The Vanguard Group for two years and has held roles at Drexel University’s Thomas R. Kline School of Law and the Housing & Community Development Network of New Jersey. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver a range of advisory and brokerage solutions.

Ryan Fultz is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has held roles at Ameriprise Financial Services, LLC, Bankers Life, and Triad Financial Services, and previously worked at Troy University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Easley is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate and review retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Rettig is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Rettig is co-CEO of Vision Set LLC, a business involved in administration and management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice through a centralized consulting team.

Austin Orentlich is a Series 66-credentialed financial advisor with one year of industry experience, currently with Equitable Advisors. His prior experience includes roles at Thrivent Financial and self-employment in financial services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Thomas Quinn is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Quinn is also a part-owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include retirement, education, risk, wealth-transfer, and specialized planning areas. The firm offers tailored recommendations using proprietary research and planning tools, with flexible implementation options across brokerage and advisory programs.