Paul Maes is a financial advisor with Ameriprise Financial, holding a Series 66 credential and beginning his advisory career in 2023. His prior experience includes roles at TopShelf and The University of Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security planning.

Eddie Calderin is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Planning Consultant from 2021 to 2024. His experience also includes roles as an Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and as an Advisor at both Brokers International (2019-2020) and UBS (2017-2018). In his capacity as a Financial Consultant, Eddie assists clients in navigating financial complexities by helping to construct tailored financial plans and identifying strategies to enhance their financial situations. Outside of his professional work, Eddie's personal interests include fitness, food, movies, and music.

Derek Clement is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 15 years of industry experience. He has worked within various J.P. Morgan entities since 2015, including his current role at J.P. Morgan Securities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

James Gothers is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill Lynch, The Leaders Group, Inc., and COVR Financial Technologies. He is currently based in Tampa, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Steven Polk is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Edward Jones for eight years. Outside of his financial advisory career, he performs as a freelance trombone player in Tampa, FL. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions, managing approximately $671 billion in assets with a large national presence.

Robert Coleman is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2018, and previously spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He serves as president and CEO of Signature Financial Solutions, LLC, a firm involved in sales and marketing activities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through multiple platforms and program options.

Jeanine Alasmar is currently a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to her current role, she also served as Vice President of Client Development and Wealth Advisor at The Latus Group, Ltd. from 2019 to 2020. Throughout her career, Jeanine has focused on understanding her clients' goals, family situations, and investments to develop personalized financial plans. She emphasizes a client-first approach, utilizing the tools and resources available at Fidelity to tailor plans to each client's specific needs and wishes. Jeanine holds an insurance license in Arkansas.

Ronald Krueger is a CFP® and CFA® with 29 years of industry experience. He is currently affiliated with Cetera in Tampa, FL, where he has worked since 2000 under various Cetera entities. Outside of his advisory role, he serves as executor and trustee for his mother’s estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple investment program options.

Angela Coloret is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following seven years with Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Pepe is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Anthony Falco is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fisher Investments. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Lauren Dumas is a financial advisor with J.P. Morgan Securities in Tampa, FL. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has been associated with JPMorgan Chase Bank NA since 2006. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework within a non-discretionary program.

Mathew Meyer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Merrill and the Archdiocese of Atlanta, along with several years in educational and community organizations. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and firm‑approved tools, serving clients through both direct and employer-sponsored financial planning arrangements.

Elizabeth Curtis is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation. Prior to her current role, she worked at several related Raymond James entities and has experience outside finance, including involvement with Color with Me, Stress Free. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Bolle is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC for 17 years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Vanessa Garl is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 modeling techniques in its advisory process.

E S Martin III is a financial advisor at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1981, as well as Bank of America since 2009. Outside of his advisory work, Martin is involved with the Tampa Bay Buccaneers and the National Football League in part-time game day roles, and he also assists with game day operations for the Outback Bowl. 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 and profit-sharing plans, corporations, and charitable organizations.

Bart Riccardi is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 22 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Valerie Morris is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002. She has 19 years of industry experience. Outside of her advisory role, she is associated with 31 Gifts, a business she has been involved with since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

Richard Berry is a CFP® professional with 20 years of industry experience, currently practicing at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, Resource Securities LLC, Leader Capital Corp., Liccar Securities & Custodial Services, and LJM Partners Ltd. He is based in Tampa, FL. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational platform.