Adam Wides is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Shari Lynne is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Kitchen is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved with Guntrack Aviation LLC, which owns an airplane and trains student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

John Hamilton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

Anthony Meyer is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory work, he is a 33.3% owner of University Club Group, LLC, a real estate business. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Henry Debski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 44 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he operates a small business selling books, magazines, and comic books on eBay. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

Stefano Aleppo is a financial advisor with J.P. Morgan Securities in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan in various capacities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Forsman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its comprehensive planning process.

Carilyn Eanes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Frederic Golden is a financial advisor with Merrill in Bradenton, Florida, holding a Series 66 credential and 20 years of industry experience. He has worked at Merrill since 2006 and concurrently with Bank of America since 2015. Outside of his advisory role, he serves as a general partner and managing member of Golden Dynasty, LLC, an entity formed to manage family-related business matters, and acts as a fiduciary in a guardianship capacity. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stuart Haw is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes Investors Capital and self-employment since 1996. He is also involved as an agent in fixed insurance products covering life, health, disabilities, annuities, long-term care, and travel. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager platform with discretionary and non-discretionary program options.

David Stepanek is a financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill. Outside of his advisory role, he owns Liquid Limo, LLC, a charter boat business. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Susan Hinckley is a financial advisor at LPL Financial with eight years of industry experience. Her prior roles include working with The Florida Orchestra, Inc. and a period of self-employment combined with extended travel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Terrence Hornsby Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2020, alongside his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

William Puckett is a CFP® and PFS™ credentialed advisor at Edelman Financial Engines with 24 years of industry experience. He previously worked at Align Wealth Management for 19 years before joining Financial Engines Advisors L.L.C. in 2023. Puckett is involved in managing the winding up of Align Wealth Management following its asset sale to Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment orientation.

Haleigh Guilbert is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), indicating her expertise in personal investment strategies. Haleigh has completed her education with a Master's Degree from Florida Gulf Coast University and a Bachelor's Degree from Florida State University.

Darcy Jones is a CFP® with 24 years of industry experience, currently serving at Charles Schwab since 2020. Prior to this, Darcy worked at USAA Investment Management Company and USAA Financial Advisors, Inc. between 2009 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Michael Fink is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Tyler Mackanos is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Landstar Transportation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.