Eric Rambo is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and SouthState Bank and previously worked with Truist Advisory Services and SunTrust Investment Services. His career includes roles spanning over a decade with several regional financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brady Walsh is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, holding one year of industry experience. His prior roles include positions at Raymond James & Associates, Absolute Funding Ventures, ReliaQuest, and previous employment with UBS. He is also the owner of JBL Strategic Investments, LLC, an entity involved in a real estate partnership interest. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including futures commission merchant activities and affiliated banking programs.

Vincenzo Losasso is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work experience includes roles at RR Donnelley, Aspen Skiing Company, Raymond James & Associates, AXA Advisors, and Kennedy Investments. Outside of advising, he works as an account manager at RR Donnelley in a non-investment capacity. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party asset managers and emphasizes ERISA fiduciary services for qualified plans.

Cesar Polanco Regalado is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and four years of industry experience. His career includes multiple roles within Wells Fargo Bank and a brief period at Lyft, Inc. before that, he spent ten years at DataVimenCa. 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.

John Burns is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2023 and has a background that includes seven years of service in the United States Marine Corps. Burns is also affiliated with Georgetown University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kristine Menko is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Raymond James & Associates, and Cambridge Investment Research Advisors. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Eric Fenger is a financial advisor with Charles Schwab in St. Petersburg, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Fisher Investments, Swan Global Investments, Northern Lights Distributors, and Franklin Templeton Distributors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment options. The firm’s integrated structure supports a wide range of investment solutions and centralized operational services.

Susan Craig is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a published author of a children's photo book on African animals available in seven languages and serves on the Board of Directors for The Vanguard School, a private boarding school for children ages 6 to 12. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and global market estimates in its services.

Christine Kelley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads a team of investment professionals providing comprehensive financial advice and planning services. She joined Merrill in 2019 and brings 13 years of experience in the financial services industry. Christine's expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. She works closely with corporate executives to integrate their benefits into long-term financial strategies and offers guidance in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Her approach emphasizes personalized, one-on-one collaboration to develop tailored financial strategies. She holds a Bachelor's Degree from the University of Cincinnati and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Christine participates in community volunteer activities and pursues personal interests such as cooking, dancing, fishing, genealogy, horseback riding, interior decorating, knitting and crocheting, reading, skiing, and traveling.

Andrew Soto is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Before joining Merrill in 2025, he held various roles in the service and hospitality sectors and was a student at the University of South Florida from 2022 to 2025. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. 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 a broad client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Roman is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a successor trustee and holds power of attorney responsibilities for a family member. 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 approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Andrew Smith is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at both JPMorgan and Goldman Sachs during his career. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Paul Willson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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, investment consulting, and municipal advisory services.

Robert Askew Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and has involvement in a real estate business, REANIMAR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured, firm-approved planning process.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

Joseph Zangerle is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Edelman Financial Engines, he worked at RJX Partners, Jackson National Life Distributors, LLC, and Allstate. Outside of his advisory role, he is the owner of a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to provide diversified model portfolios with an emphasis on long-term orientation and fiduciary standards under ERISA.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Randall Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.