Garfield Durham is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Depository Trust & Clearing Corp and Transnational Bankcard LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Matthew Robichaux is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Levine Legacy Group and various other firms, along with experience in education and service industries. He is also involved as an associate at Phoenix Financial Partners, a supporting business within his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary consulting and employs analytical tools to guide client goals, while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Tori Lewis is a CFP® professional with 28 years of industry experience, currently with LPL Financial since 2023. She previously worked at Spc and Sigma Financial Corporation from 2014 to 2023. Outside of financial advising, Lewis is also involved in tax preparation and accounting through At Your Service Tax & Accounting, Inc., a business she has operated since 1991, and she pursues activities as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Raymond Shade is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida. He has been with Merrill Lynch since 2017, following five years in the asset management industry. In his role, Kirk develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on creating financial plans aligned with their personal goals. His approach centers on goals-based planning, addressing key concerns such as abundance and legacy. Kirk's expertise includes family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and maintains professional designations as a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Kirk is affiliated with the Florida State University Alumni Association and the Tampa Bay Seminole Club. Outside of his professional work, Kirk is engaged in his local community and volunteers with organizations in the area. He enjoys basketball, boating, football, skiing, traveling, and spending time with his wife Stephani and son Everett in St. Petersburg.

Jamie Chamness is a financial advisor with Ameriprise in Land O Lakes, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Annette Ruh is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Morgan Stanley. Outside of her advisory role, she is employed as an associate at Montagna Wealth Management LLC, where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Yismaldy Larios is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is also an owner and partner in a remodeling business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His career includes long tenures at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in independent insurance agencies and owns wealth management and other business entities in Oldsmar, Florida. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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.

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.

Timothy Lloyd is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Cetera, Regions Bank, and SunTrust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its formal advisory role to multiple registered investment companies.

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.

Amit Shah is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley and Atlas Private Wealth Advisors, as well as operating Shah Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 advisors.