Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Amanda Smithy is a CFP® professional with five years of experience in financial services. She has been with UBS Financial Services since 2020, including its affiliated entities, and is based in Tampa, FL. Prior to her advisory role, she attended the University of Florida and worked briefly in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Brittany Prokash is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird and Merrill. Prior to her advisory career, she was involved with Agenda Consulting and ICD Translation. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint Petersburg, Florida. 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Petika is a Series 66-registered financial advisor with UBS Financial Services in Clearwater, FL, where he has worked for 16 years. He has spent his entire industry career at UBS, focusing on financial advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previous experience at firms including Morgan Stanley, UBS Inc, and J.W. Cole Advisors. He is also affiliated with the Racquet Club of St. Petersburg. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Raquel Sands is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley and Raymond James Financial, and has held roles outside finance, including positions at SPB Hospitality LLC and Uber Eats. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Hannah is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities LLC and Ernst & Young LLP. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and analytical tools but clients are responsible for implementing and updating their plans.

Christopher Herman is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Dynasty Financial Partners and attended the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Christian Toomey is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and The University of Tampa. Outside of finance, he was involved with Atlas Restaurant Group for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to support customized asset allocation advice and investment manager searches.

Lawrence Passaretti is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at American Portfolios Financial Services, Inc., Cigna Securities Inc., and Connecticut General Life Insurance Company. Outside of his advisory role, he is involved in several business ventures including consulting services and management duties for various entities. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and various managed account strategies, supported by a complex network of affiliated broker-dealers, asset managers, and other financial service entities.

Scott Pilcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Pilcher serves as Treasurer and Board Member of the nonprofit Friends of Raymond James, where he assists with financial recordkeeping and fund management. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Tampa, Florida. Raised in Tampa, he attended Jesuit High School and earned a bachelor's degree from Florida State University. Stephen began his career at Merrill on the Trade Desk in Jacksonville immediately after college and has progressed to his current advisory role. In his position, Stephen provides guidance and services focused on wealth management strategies, assisting high net-worth individuals, families, and businesses. He specializes in areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Stephen combines Merrill's investment insights with the banking convenience of Bank of America to help clients simplify and maximize their financial lives. Stephen holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved in coaching basketball at Jesuit High School and enjoys basketball, golfing, and spending time with his family.

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 63 licenses and has 26 years of industry experience. Prior to joining Raymond James, she spent several years with J.W. Cole Advisors, Inc. and LPL Financial LLC. Robinson also provides investment advisory services through her independent firm, Flaharty Asset Management. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance services.

Nehal Sanghavi is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 14 years. He has six years of industry experience. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs, supported by a broad portfolio management platform and affiliated research resources.

Jacqueline Erhart is a financial advisor at UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Megan Miller is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Crossley Shear, Inc and Raymond James Financial Services, Inc for nine years each before joining her current firm in 2017. Outside of her advisory role, she serves as president of her neighborhood homeowners association in Rockledge, FL. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by extensive research and multiple portfolio management strategies.