Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Wells Fargo Clearing, Merrill, and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured processes and firm-approved tools to tailor strategies for its clients.

Dalton Brown is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Michael R. Nelson Jr. and Waddell & Reed Inc. 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 wide range of financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services from 2010 to 2026 and Morgan Stanley from 1991 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Barbara Sekely is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has held roles at Waddell & Reed and various insurance carriers, and has been with LPL Financial since 2021. Sekely has also been involved with initiatives such as Pow Power of Women and CABA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, utilizing both proprietary model portfolios and third-party strategies across discretionary and non-discretionary accounts.

James Martin is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Cetera in Tampa, FL. His prior roles include positions at Regions Bank, BBVA Securities, Lincoln Financial Advisors, Wells Fargo Clearing Services, and Morgan Stanley. Cetera Investment Advisers LLC operates as a multi-manager platform offering a range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm supports diverse investment strategies through both affiliated and third-party managers, serving over 800,000 clients through more than 10,000 advisors nationwide.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. 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, investment consulting, and institutional fiduciary services through a broad range of portfolio management styles and affiliated research.

Casey Mathias is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera since 2023. His prior experience includes roles at Principal Securities and Principal Life Insurance Company. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Mc Dermott is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2021 after six years at Wells Fargo Advisors, LLC. He is also associated with May Wealth Advisors in a financial advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Anthony Daugherty is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses. He has 13 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he works as a sound engineer for television sports broadcasts and is involved in developing the business infrastructure and marketing plan for a local hair salon. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Christopher Zimmermann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. He is based in Tarpon Springs, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selections and offering a range of brokerage and advisory solutions.

Diana Poole is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Morgan Stanley since 2022. She previously worked at Merrill from 2014 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various planning and investment services.

George Cerwin III is a CFP® with 44 years of industry experience, currently serving at Osaic since 2023. His prior roles include long tenures at Sagepoint Financial, Inc., Osaic Services, Inc., Sentra Securities Corporation, and GFC Financial Management. He is also president and owner of Cerwin Financial Services, a corporation engaged in the sales and service of fixed and health insurance. Osaic Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of discretionary and third-party manager strategies.

Gary Wargo is a Certified Financial Planner (CFP®) with over 41 years of experience in the financial services industry. He has been affiliated with Cambridge Investment Research Advisors since 2005 and has a long history with Cambridge Investment Research, Inc. Additionally, he serves as an independent insurance agent specializing in health and life insurance and is a board member of the Florida Racquetball Association, Inc. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse range of individual and institutional clients, including pension and charitable organizations. The firm operates through a large network of financial professionals and offers multiple platform solutions, including proprietary model strategies under the Founders Gate Capital brand.

Reem Heikal is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2020 and previously worked at Bank of America and Dreambee LLC. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lindsey Pohl is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank since 2022. Prior to that, she was with The Vanguard Group and has experience in event planning as the owner of Boones Babes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies guided by its Global Investment Committee.