Sayef Chowdhury is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at E*Trade Securities and positions outside finance, such as work at Moffitt Cancer Center and involvement in the restaurant industry. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering financial planning and investment management supported by firm-approved tools and a range of programs tailored to client needs.

Trae Urie is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Graham Edwards II is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in consulting and business ownership with entities focused on dental practice partnerships and dental real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, incorporating tax-aware strategies and proprietary research tools.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and CUNA Brokerage Services. He is also involved with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools to support advisors.

Brent Bassler is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Drew Elliston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JP Morgan Chase and Aspen Highland Partners. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Beverley Bouchard is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Royal Alliance Associates, INC., Jhfn Sii, and Northwestern Mutual Investment Management. She is a notary public and serves as a manager for firm services at Signature Financial Solutions, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and provides various investment programs, including discretionary and advisor-managed strategies.

Brian Martin is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His background includes roles at Spinnaker Resorts, Intuit, and Radnor Financial Advisors. He also works as a TurboTax Live Specialist and an external financial consultant, providing tax preparation and financial analysis services outside of his advisory role. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of investment strategies through a large network of independent advisors.

Emily Savedes is a financial advisor at Fisher Investments with five years of industry experience. She holds the Series 65 designation and has previously worked at Franklin Templeton and served as a student at Grand Valley State University. Outside of her advisory role, Emily creates humorous content on TikTok. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory, retirement plan services, and manages a range of investment vehicles with tax-aware and risk management strategies.

Tatum Taucher is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with three years of industry experience. Prior to focusing on financial services, Taucher has held roles at Charles Schwab Bank, Our Lady Star of the Sea, Urban Dogg, and worked in educational positions including at the University of Colorado at Boulder and Ponte Vedra High School. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Natalie Matos is a financial advisor with Edward Jones in Riverview, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, spanning over two decades before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Liam House Myers is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He has worked with Royal Alliance Associates Inc. since 2018 and was previously with Sii from 2014 to 2018. Based in St. Petersburg, FL, Myers’s background includes roles at multiple firms within the financial services sector. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, employing a range of investment strategies supported by various tools and third-party managers.

Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

Anthony Kowalski is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at Cetera in Tampa, FL. He has been with Cetera and its related entities since 2015. Outside of his advisory work, he owns Two Toes Woodworking LLC, a business focused on making and selling woodworking products. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to a range of investment strategies and program structures.

William Day II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sydney Mc Evilly is a Series 66 licensed advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, she worked at Viage Group and Total Planning Veterinary Services, and has a background that includes roles outside finance, such as involvement with Impeccable Pig. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.