Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Mark Carlson is a Senior Financial Advisor and founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in St. Petersburg in 1981, Mark has developed investment disciplines and client relationship standards to guide his practice. The Carlson Group serves business owners, physicians, lawyers, professionals, and their families with services including portfolio management, corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Mark holds a Bachelor's degree from Emory University, earned in 1972, and the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is registered to conduct business in more than 44 states. Mark balances his professional commitments with family time alongside his wife, Dimity, and their three sons. The couple is engaged with the local community through involvement with the St. Petersburg Museum of Fine Arts and Academy Prep Center for Education.

William Heath is a financial advisor with LPL Financial in Brandon, FL, holding the CFP® and ChFC® designations and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Edward Jones for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Chelsea Cellamare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2018 and previously spent 11 years at Triad Retail Media. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and supports its advisers with firm research, model managers, and municipal advisory services.

Nathaniel Beaver is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2014 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Xhuljan Myteberi is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Fletcher is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL Research and various third-party providers.

Robert Petzold is a financial advisor with OSAIC, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at Securities America Advisors and Kansas City Life Insurance Company. He is also the owner of Petzold Financial Group, LLC, which provides life, health, and long-term care insurance sales and services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Calvin Gross is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He previously held roles at First Trust Advisors L.P., First Trust Portfolios L.P., Carillon Fund Distributors, Inc., and Franklin Templeton. 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 consulting with a range of portfolio management styles and affiliated research.

Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Frank Welch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Cetera since 2018 and previously spent over a decade with SunTrust Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to both affiliated and third-party managers.

Mari Nesse Wyssbrod is a financial advisor with LPL Enterprise holding a Series 66 designation and 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC from 2002 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Kyle O'Keefe is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously employed at Bank of America, N.A. from 2026. Outside the financial sector, he has experience working in education, including roles at Rasmussen University and high school teaching positions. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Brandon Kuban is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and several other financial institutions. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Fabio Mugnaini is a financial advisor with OSAIC who holds a Series 66 designation and has seven years of industry experience. His past roles include positions at Royal Alliance Associates, Transamerica Capital, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo, and Achieva Credit Union. He is also involved with Tata Consultancy Services, providing back office operations support for Transamerica’s variable product business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party resources to construct diversified portfolios across asset classes.

Chris Castro is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation among other firms. Castro’s background includes multiple self-employed engagements prior to joining Osaic in 2026. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing a variety of asset-allocation tools and portfolio management options.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Mallory Capenhurst is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. She is a member of the Board of Directors for the Sunken Gardens Forever Foundation, which supports the preservation and education efforts of the historic botanical garden. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Eric Palpacuer is a CFP®-certified financial advisor with 11 years of industry experience, currently with Fisher Investments since 2014. He holds Series 63 and Series 65 licenses and is based in Wimauma, FL. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management, sub-advisory, and retirement plan services across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, serving clients including pension plans, foundations, investment companies, and high-net-worth individuals.