Cameron Sode is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Ameriprise, and service in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, and managing approximately $2.74 trillion in client assets.

Jonathan Cooney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Cooney holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by risk modeling tools.

Raul Lopez Morales is a CFP® with 18 years of industry experience, currently serving as an advisor at OSAIC since 2018. Prior to this, he worked at Signator Investors Inc for 11 years. In addition to his advisory role, he provides tax advice and preparation as an enrolled agent through separate business activities. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and managed account solutions through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and supports various investment options across discretionary and non-discretionary accounts.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a Series 66 designation and is based in St. Petersburg, FL. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Haywood Tellis is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 36 years of industry experience. His background includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent insurance agent and runs Tellis and Tellis Insurance LLC, focusing on homeowners insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and goal-based strategies.

Christopher Mergardt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Barclays Capital Inc. Outside of his advisory role, he assists with legal and financial matters as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Julia Murray is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked previously at Smile Direct Club and Hillwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Kenton Cardon is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2016 and Wells Fargo Advisors since 2015. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Falco is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2017. Her prior experience includes a position at Transamerica Financial Advisors, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Lewis is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Deloitte, General Dynamics, and academic positions at Southern Illinois University and the College of Business SIUC. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a range of advisory services to individual, institutional, and corporate clients through a large nationwide network of financial advisors and branch offices.

Nicola Saner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years with the firm. She has three years of industry experience. Saner is also preparing to manage a rental property through an LLC she formed for that purpose. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Paul Covelski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been serving Fidelity clients for more than 20 years, focusing on helping clients and their families grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Paul partners with clients to understand their goals and build customized financial plans tailored to their unique situations. His extensive experience at Fidelity includes roles such as Financial Consultant, Investment Representative, Private Client Group Relationship Manager, Premium Services Representative, Financial Representative, and 401k Customer Service Associate. Prior to joining Fidelity, he worked as a Personal Banker at Bank of America. Paul holds a California Insurance License. Outside of his professional career, Paul enjoys family activities, military service, outdoor adventures, parenthood, running, and traveling.

Amy Buck is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for eight years at Corteva Agriscience. She is also an owner of a property planned to be used as an Airbnb starting in January 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Steven Kim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of Steven Alexander LLC, a private investment company used as an estate planning vehicle. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Patrick Kelley is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Raymond James Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and insurance product sales.

Gregory Sapp is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. His career includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and 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 institutional fiduciary services.

Andrew Judd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Raymond James Financial Services and Citigroup. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.