Sophia Belilovskiy is a financial advisor with MassMutual Investors Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. She has worked with MML Investors Services since 2020 and was previously employed at Levin Financial Group/MassMutual and The University of Tampa. Outside of her advisory role, she consults on organizational systems and processes through Nautilus Vantage Inv. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements that focus on investment strategy recommendations.

Thomas Peel is a CFP® with 14 years of industry experience, currently serving at Charles Schwab in Tampa, FL. His career includes roles at Morgan Stanley, E*TRADE, and Fidelity, spanning advisory and brokerage services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary client relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Isaiah Negron is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha. In addition to his advisory role, he is involved in a non-variable insurance agency based in Riverview, FL. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Cameron Marcatos is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. His background also includes roles at Florida Atlantic University and Clearwater Central Catholic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Hadi Abu Asab is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Raymond James & Associates and Grow Financial Federal Credit Union. 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 provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

Bryan Mc Kay is a financial advisor with Raymond James & Associates in Tampa, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Sandy Morris Financial and Brightway Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Raymond Tromba is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2019 and previously at EBCS and ISG. Outside of advisory roles, he is a partner in a real estate investment business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Michael Valdes is a Private Wealth Advisor and the founder and senior advisor of The Valdes Group at Merrill Private Wealth Management. Since joining Merrill in 1985, he has directed a team of advisors who cater to the distinctive needs of ultra-high-net-worth clients. Michael specializes in developing wealth management strategies, focusing on areas such as asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification to help clients pursue their investment goals. Michael earned his Bachelor's degree from Loyola University in New Orleans, Louisiana. He holds the Personal Investment Advisor (PIA) designation and has been recognized nationally, including multiple listings on Forbes' "America's Top Wealth Advisors" and "Best-in-State Wealth Advisors" rankings. His expertise extends to managing the impact of macro-economic movements on investment returns, refining strategies in response to changing market conditions. Born and raised in Tampa, Michael is married and has four daughters. He is involved in community philanthropic efforts including The V Foundation for Cancer Research, The Straz Center for the Performing Arts, St. Joseph's Hospital, Jesuit High School, the Academy of The Holy Names Softball program, and Christ the King Church. He has also managed youth softball teams that have achieved significant championships.

Timothy Harris is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at T Rowe Price Investment Services, Inc. from 2007 to 2019 and a period as a self-employed advisor before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Margaret Pacheco is a financial advisor with Stifel in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Samuel Taylor is a financial advisor with Wells Fargo Clearing in Tampa, FL. He holds a Series 63 designation and has five years of experience at Wells Fargo Clearing following roles in fitness and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jessica Agostinis is a financial advisor at Merrill in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is involved in entrepreneurial activities, including developing a candy invention and co-managing an online affiliate advertising business related to home security products. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party managers.

Mason Trippe is a financial advisor with UBS Financial Services in Tampa, FL, holding the Series 66 designation and four years of industry experience. His career includes roles at UBS Financial Services, The Mather Group, Cardinal Group, and Raymond James. 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 client solutions.

Marc Ugo is a financial advisor with Wells Fargo Clearing in Tampa, FL. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Hilary Alterman is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, Hilary volunteers with the Jewish Book Festival through the Tampa JCCs & Federation and manages a local t-shirt business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Steven Brazell is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior work includes positions at Edward Jones, First Command Brokerage Services, and a 20-year career in the United States Army. He is based in Tampa, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by proprietary research and technology tools.

Michael Minter Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Stephanie Klausing is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo entities since 2007, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Klausing is based in Hudson, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Hannah Crevier is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2021 and previously spent eleven years with Functional Pathways. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patricia Green is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm. 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 clients, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.