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.

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.

Kathleen Knapp is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 25 years of industry experience, including prior roles at NEXT Financial Group and Fundamental Financial Services, Inc., where she also serves as president. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Taccara Edwards is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 17 years of industry experience. Her prior career includes positions at Bank of America, Merrill, Morgan Stanley, and Community First Credit Union of Florida. Outside of her advisory role, she owns Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Juan Castillo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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.

Jody Clayton is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses, and has 19 years of industry experience. Prior to joining Osaic in 2018, Clayton worked for Signator Investors, Inc. for 11 years. Outside of her advisory role, she owns and operates a landscaping business and has authored pension-related books through an LLC. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and automated rebalancing to manage diversified portfolios.

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.

Dustin Henderson is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked for over a decade at Eagle Asset Management, Inc. Outside of his advisory role, he serves on the Finance Council advisory board for Holy Family Catholic Church. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools to support client goals.

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 one year of industry experience. Her prior work includes roles at Morgan Stanley and Raymond James Financial. Outside of her advisory work, she is employed with Uber Eats in a service capacity. 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 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.

Saverio Galati II is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual and T. Rowe Price before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities provides institutional consulting services to 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 affiliated brokerage and investment management capabilities.

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 previously worked at Morgan Stanley and engaged in roles outside finance, including in real estate and the restaurant industry. He also studied at The University of Tampa from 2022 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Michael Santasania is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2016. In addition to his advisory work, he operates Santa's Marine Service, a business he has managed for over 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports accounts through BNY Mellon Advisors and Pershing custody services.

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.