David Teskey is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to this, he worked at 24 Hour Fitness, Lumovate LLC, Staff-Pro, and the University of Puget Sound. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and a portfolio management system to construct diversified portfolios while managing risk and tax considerations.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has been with Raymond James since 2006 and co-founded Cook & Phillips Financial Group in 2006. Outside of advising, he is also an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors while maintaining specialized municipal and SIMPLE IRA advisory services.

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Jessica Williams is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a brief tenure at Bofa Securities, Inc. in 2019. Outside of her advisory role, she serves as General Partner and Managing Member of two LLCs that manage family property for assisted living expenses. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Zavaglia is a financial advisor at Robert Baird & Co. in Tampa, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Skordilis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to inform investment decisions within a broad range of brokerage and advisory solutions.

Marcelo Miano is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management LLC and TSM Solutions LLC. Outside of his advisory role, he serves as an officer for a charitable foundation supporting children with epilepsy and acts as treasurer for a local food catering business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial services across various client segments.

Mark Beyer is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Beyer is also the president of Beyer Wealth, a support company in the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gabriela Carranza is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for eight years before joining UBS in 2018, where she has been for another eight years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research resources.

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, Jaime worked at Valic Financial Advisors for 13 years and at AGIA for 4 years. Jaime also holds an agent position involving non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, supported by proprietary and third-party research, offering both discretionary and non-discretionary management.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Max Francis is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Ross Aviation and Willowbend Country Club, as well as teaching positions at Assumption University and Barnstable High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering 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.

Julia Burke is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with individuals and families to develop tailored financial plans and strategies aligned with their goals, values, and concerns. Julia's experience at Fidelity Investments spans several roles since 2020, including Workplace Planning Consultant III, II, and I, as well as Customer Relationship Advocate. Through these positions, she has gained expertise in workplace planning and client relationship management. No information regarding Julia's education, credentials, personal interests, or community involvement has been provided.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at firms including Wells Fargo Advisors and Sunshine City Advisors. In addition to his advisory role, he is president of Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support clients' goals while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Christopher Mulville is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity in Tampa, FL. He has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Walid Mourad is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with a comprehensive approach to managing their wealth, beginning by understanding the client's personal and financial situation and what matters most to them. He helps create customized wealth management strategies that are adaptable to changing client needs and market conditions. Walid also provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Walid holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Master of Business Administration (MBA) from the University of Wisconsin System. Walid participates in community activities, reflecting the tradition of Merrill Lynch's community involvement, and dedicates time to volunteering with local organizations. In his personal time, he enjoys biking, boating, camping, cooking, fishing, gardening, running, swimming, traveling, and spending time with his family.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Mary Ebert is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Cervidea NutraScience from 2019 to 2021. Outside of finance, she has operated Mary Ebert Photography since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.