Virginia Garcia is a financial advisor at Ameriprise with 14 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 2016 and has been with Ameriprise since 2020. Garcia holds a Series 66 designation. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Tran is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Steward Partners, Raymond James, and Ameriprise Financial Services. Outside of finance, he owns a nail salon business, Queen Royal Nails, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Trevor Schnell is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and 66 designations and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Equitable Advisors, and Franklin Templeton Investments. Outside of finance, he was involved with Quixotes Bar & Grill for three years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and a variety of investment offerings.

Karen Jones is a ChFC® credentialed financial advisor with 42 years of industry experience. She currently works at Cetera and has held prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Her outside business activities include managing auto renewals of existing fixed annuity policies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.

Jonathan Vila is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include 15 years at Valic Financial Advisors and earlier positions at Banc of America Investment Services and Morgan Keegan & Company. Outside of his advisory work, he is a member and owner of Flapjack Social, a pickleball social club based in Atlanta, GA. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.

John Guirguis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. His background includes roles at E*Trade Securities, JPMorgan Chase & Co., and diverse positions outside finance, such as at DoorDash, Olive Garden, and Nike. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by a structured planning process and firm-approved tools.

Trey Perez is a Series 66 licensed financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He previously worked at Fisher Investments and Fidelity Investments before joining Morgan Stanley Smith Barney LLC and currently Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Linda Goodson is a Certified Financial Planner (CFP®) with 30 years of experience, currently affiliated with Morgan Stanley in Palm Harbor, Florida. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she is a partner in Good Sun Enterprise, LLC, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Richard Meadows is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He is a landlord managing rental properties jointly owned with his spouse in Florida. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Mark Myers is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Kaplan Inc., Cecilia Dicristofalo Prudential Advisor, and various positions outside financial services such as at GCLS Contracting Inc. and Pipeliner Pros. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and various financial planning and consulting services.

Brian Chucri is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, alongside operating his own business, Chucri Financial Services & Retirement Planning. Outside of finance, he is involved in youth sports as a soccer referee and coach. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities, using model-driven investment portfolios and offering access to third-party asset managers and financial planning.

Mark Delmar is a financial advisor with Morgan Stanley in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and firm-approved tools.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including New York Life Insurance Co, NYLIFE Securities, and VALIC Financial Advisor, Inc. Delguidice is also the founder of an apparel wholesale and retail business and an advertising and marketing company. OSAIC Wealth serves a broad range 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 utilizes a model-based investment approach with emphasis on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Jessica Stroh is a financial advisor with OSAIC and holds a Series 66 designation. She has one year of industry experience, having worked at OSAIC and Vilardi Wealth Management since 2025, and previously at Capital Planning Group. Outside of her advisory role, she has experience with Gateway Hospice and has been involved with the Monroeville Marlins Swim Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and discretionary management strategies supported by various risk and analysis tools.

Marcos Stewart is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and Primerica Financial Services since 2014, following a 20-year career at AT&T. Outside of his advisory role, he works part-time as a delivery driver for Door Dash and Uber Eats. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap fee structure rather than fixed fees.

Samantha Bussiere is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at E*Trade Securities, HarborOne, Santander Securities, and Santander Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly to individuals as well as through Corporate Financial Planning agreements.

Jeffrey Clark is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2002. He operates under CarriageGate Wealth Management, a business related to his LPL activities. 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 wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Cedro is a financial advisor at Morgan Stanley with 34 years of industry experience. He has held positions at Morgan Stanley & Co. LLC from 2007 to 2009 and has been with Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 66 designations and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Joseph Snider is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His work history includes multiple engagements at Morgan Stanley and the University of Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of retail and institutional offerings.