Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.

Harold Mc Intosh is a financial advisor with Principal Financial Services based in Brandon, FL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior work includes roles at Michini Wealth Management, Principal Securities Inc, Principal Life Insurance Company, Park Avenue Securities, and GUARDIAN LIFE INSURANCE COMPANY of America. He is also involved in fixed insurance sales, including life, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Neetul Sharma is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 registrations. Prior to joining Citigroup in 2020, he worked at Capital One Advisors LLC and Capital One Investing, LLC from 2016 to 2020, as well as at Spire Wealth Management and Equitable Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Frank Brawley is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 credential and has been with UBS since 2012. Outside of his advisory role, he is the managing member of Lake Elbert Investments, an LLC established to manage real estate fund investments that are now being wound down. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services supported by proprietary research and capital market insights.

Jeffery Wallace is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Lakeland, FL. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and automated tools, focusing on clients with Ameriprise-managed assets.

Gregory Hauer is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL, he worked at Creighton University for four years. Outside of his advisory role, he is also the owner and attorney at Kairos Law Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

Jay Hill is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career there in 2026. He previously worked at TCM Bank NA for 18 years and took a one-year break as a homemaker before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and extensive research tools.

Kirk Cunningham is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he advises entrepreneurs and C-suite executives on managing their personal balance sheets, offering guidance on investments, credit, philanthropy, and estate planning services. Before joining Merrill, Kirk spent 12 years as an Investment Specialist at J.P. Morgan’s Private Bank, where he managed portfolios and provided investment solutions for clients. Prior to that, he held a similar position at Goldman Sachs & Co. Kirk holds a Bachelor’s degree from the University of Notre Dame and an M.B.A. in Finance with a focus on Investment Management from Indiana University. He has earned the Personal Investment Advisor (PIA) designation.

Michael Mccormick is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Guggenheim Funds Distributors. He is also the owner of Southshore Wealth Management. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Patrick Carey is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett & Co. LLC. Outside of his advisory role, he is a limited partner in several commercial rental property ventures in Maine that provide housing for market rate lower income individuals. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizes tax-aware processes, and manages risk using a range of defensive tactics.

Deborah Barnes is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2016. Outside of her advisory role, she is the proprietor of Moon Gazing, LLC, a small business. Robert Baird’s DDK Group, where she works, serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies.

Ricardo Rampersad is a financial advisor with Primerica Advisors in Brandon, FL, holding a Series 65 designation and 20 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history including roles at Primerica Financial Services and Arrmaz Custom Chemicals. Outside of financial advising, he serves as an executor for a non-client estate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kathy Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates a variety of investment and planning strategies.

Matthew Corman is a CFP® professional affiliated with LPL Financial who has nine years of experience in the financial services industry. His prior roles include positions at AE Wealth Management, Generations Retirement Group, and MassMutual, among others. He is based in Riverview, FL. 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, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Chad Jones is a CFP®-designated financial advisor with LPL Financial, based in Lakeland, FL, and has 13 years of industry experience. He has been with LPL Financial since 2019 and also has a longstanding affiliation with Allen & Co since 2012. Outside of his advisory role, he owns Warrior Combat & Fitness LLC, a local gym offering martial arts and fitness programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios from LPL and third-party providers.

Sean Stephenson is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services, Fisher Investments, Merrill, and BB&T. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which offers written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Lisa Middleton is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including CUNA Brokerage Services, Suncoast Credit Union, USAA Investment Management Company, and Fidelity Brokerage Services. Based in Tampa, FL, Middleton has roles spanning multiple financial institutions. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating model portfolios and research.

David Ochotorena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, he worked at Sanford C. Bernstein & Co., LLC for 14 years. Outside of his advisory role, he is active in the Tampa community, holding leadership and board positions with Christ the King Catholic School, Tampa Bay Little League, and ELEVATE Tampa Bay. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings and provides a broad platform including custody, underwriting, and capital markets services.

Andrew Walther is a financial advisor with Raymond James & Associates in Tampa, FL, holding CFP® certification and over 19 years of industry experience. He has worked with several firms, including Truist Advisory Services and BB&T, prior to joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Richard Trasport Jr. is a financial advisor with LPL Financial in Lakeland, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, with prior roles at Cetera Advisor Networks and VOYA Financial Advisors, and has operated under his own name since 1989. He is also commissioned as a notary in the state of Florida. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management, supported by research and advanced portfolio management technologies.