Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC. 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 through a range of portfolio management styles and affiliated research.

Nelson Rodriguez Orsini is a financial advisor with Charles Schwab, holding Series 65 and Series 63 designations and one year of industry experience. His prior experience includes roles at Merrill and Bank of America, as well as positions in various companies and educational institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm employs a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios alongside due diligence on alternative investments.

Robert Welsby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2021, he held roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is a part-owner of 5th Dimension Dance Center, LLC, where he assists with bookkeeping and event scheduling. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services through various programs and emphasizes tailored, client-directed strategies supported by in-house research and multiple portfolio management styles.

Zachary Medawattage is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has been with Fisher Investments since 2018, following his education at Eastern Illinois University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Scott Heyer is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Tracey Nightingale is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Morgan Stanley, USAA Life Company, and Usaa. She has also operated a travel-related business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Morris is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Portland Brew and held roles at the University of Colorado and University of Tennessee. Outside of finance, he has experience as a freelance landscaper and pressure washer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and scenario modeling.

Joseph Cerreta is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Services. 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, advisory programs, and institutional consulting supported by various portfolio management styles and affiliated research.

Matthew Tomich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 15 years. Tomich is also president and owner of Blue Aries LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing model portfolios, research, and technology-driven strategies.

Mark Wolf is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. His career includes prior roles at Ash Brokerage and Raymond James Financial. He is also involved in two business entities related to tax and investment purposes in Florida. 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, offering a range of advisory programs, financial planning, and brokerage services.

Jacob Rios is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was employed by Global Spectrum LP and Florida Agricultural & Mechanical University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Rebekah Powers is a Series 66-credentialed financial advisor with over 21 years of industry experience. She has worked at Raymond James & Associates since 2019 and previously held roles at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Powers is based in St. Petersburg, FL. 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 diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roger Gluck is a financial advisor at Morgan Stanley in Tampa, FL with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, Gluck spent 15 years with T. Rowe Price Investment Services, Inc. He also worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, supported by internal research and manager oversight.

Lianne Weber is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked at various divisions of Raymond James since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Theresa Lewis is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Mei Jing Edgerton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of experience at the firm. Her prior work includes seven years with Raymond James & Associates and three years at Solid Rock Community School. 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 diverse client base, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management styles.

Edward Carter is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Carter has been with Ameriprise since 2018, serving in his current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual. He also spent six years at Saint Leo University. Raymond James & Associates is a large 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 and investment consulting with a range of portfolio management styles and affiliated research.