ADVISOR BIO

Jennifer L. Miller is an investment advisor representative with Ameriprise Financial Services, LLC. Jennifer Miller has been in the industry since March 9, 2014. Jennifer Miller holds the Series 7, Series 66, and SIE licenses and is registered with FINRA and in 40 states. Jennifer Miller has specialized in providing financial advice and investment services to a variety of client types including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and trusts/estates.

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ADVISOR BIO

Jennifer Katherine Rico is a financial advisor with Ameriprise Financial Services, LLC, located in Clearwater, Florida. Jennifer has been in the financial services industry since November 2016. Jennifer holds a Series 66 license, as well as the SIE and Series 7 licenses. Jennifer is registered with the state of Florida as a registered representative. Ameriprise Financial Services, LLC is an investment advisor with over 140,000 clients and approximately $479.8 billion in assets under management. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jennifer's profile indicates she offers asset allocation services and conducts educational seminars.

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ADVISOR BIO

Jerry Swiney is a financial advisor with Park Square Financial Group LLC. Jerry has been in the industry since December 12, 2000. Jerry's firm provides financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit sharing plans. Jerry is registered in Alabama, Florida, Georgia, Mississippi, New Jersey, Pennsylvania and South Carolina.

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ADVISOR BIO

Jessica Thayer is a financial advisor in Clearwater, Florida, with over 10 years of experience in the industry. Jessica is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). She works as an Investment Advisor Representative for Unique Wealth, LLC. Jessica focuses on financial planning and portfolio management for individuals and high-net-worth clients. In addition to her financial advisory role, Jessica works as a consultant for Beautycounter.

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ADVISOR BIO

Jessica Calder is a registered investment advisor with T. Rowe Price Associates, Inc. in Clearwater, FL. Jessica has over 13 years of experience in the financial services industry. She is licensed in Florida and has Series 6, 7, 63 and 65 licenses. Jessica has been with T. Rowe Price Associates, Inc. since October 2016. Prior to joining T. Rowe Price, Jessica worked for VAN ECK SECURITIES CORPORATION and FRANKLIN/TEMPLETON DISTRIBUTORS, INC.

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ADVISOR BIO

Jewmanna Mehasen is a financial professional registered with J.p. Morgan Securities LLC. Jewmanna specializes in various financial services including investment planning, portfolio management, and retirement planning. With a strong background in the financial industry, Jewmanna has passed the Series 6TO and SIE exams, demonstrating her commitment to professional development. Jewmanna is dedicated to providing personalized financial guidance and strategies tailored to meet the unique needs of her clients.

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Jie Yang is a financial advisor with Fidelity Personal And Workplace Advisors, located in Clearwater, Florida. Jie is a registered investment advisor, and has been in the financial industry since 2017. Jie holds Series 7, Series 63, and Series 66 licenses and the SIE exam. Jie's previous experience includes roles at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Integral Financial LLC.

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ADVISOR BIO

Jodilyn Kruse is a registered representative with Park Avenue Securities LLC. Jodilyn has been in the industry since 2006 and holds the Series 6, Series 7, and SIE licenses. Jodilyn has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Prior to joining Park Avenue Securities LLC, Jodilyn was registered with Signator Investors, Inc. and Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Jody Green Zellner is a financial advisor with LPL Financial LLC in Clearwater, Florida. Jody has been in the financial services industry since 2012. Jody specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Jody holds a Series 7, Series 66, and SIE license and is registered to provide investment advisory services in Arizona, Florida, Georgia, and New Jersey. Prior to joining LPL Financial LLC, Jody was an advisor with The Jeffrey Matthews Financial Group, L.L.C. and Waddell & Reed.

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ADVISOR BIO

John Kamkutis has been in the financial services industry since 1992. John is currently registered with Stifel, Nicolaus & Company, Inc. John has worked for several other firms over the years, including Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. John holds the Series 7, Series 63, and Series 65 licenses. John is a registered representative in 21 states and is licensed to provide investment advice in Florida and Texas.

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