Daniel Tochinskiy is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and joined LPL Enterprise in 2024. Outside of his advisory role, he serves as a notary public on an incidental, non-compensated basis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Michael Ragsdale is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 1991 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a finance committee member and board secretary for Tampa Lighthouse For the Blind, a nonprofit organization. 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, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Anthony Badolato is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and positions outside finance at WestRock Pool and Spa, Kohl’s, and the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and models.

James Warren III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a trustee for multiple trusts in Tampa, Florida. Raymond James & Associates is a large dually registered 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 non-discretionary financial planning and consulting supported by a range of portfolio management styles and in-house research.

Heather Sickler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She previously worked at SunTrust Bank and SunTrust Investment Services from 2012 to 2016 before joining Wells Fargo in 2017. Outside of her advisory role, she operates an online business selling handmade and decorative items. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Hilary Wynn is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, CapFinancial Securities, and Wells Fargo Advisors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ling Lin is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Lin worked for three years at the Laser Spine Institute. Lin holds a Series 66 designation and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Veronika Rigsbee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes five years at First Command and a year at Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Kevin Lopez is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Fidelity Brokerage Services, Charles Schwab, Morgan Stanley, and Global Financial Private Capital. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with tax-aware and customization features.

Joseph Hong is a financial advisor with Morgan Stanley in Tampa, FL. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked in various roles outside the financial services industry, including positions at Total Quality Logistics, Masa Tallahassee, BJ's Brewhouse, Potbelly's, Sam's Club, and Freedom High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through both direct individual plans and corporate financial planning agreements.

Gabriel Hooven is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He has held various roles, including positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience in the United States Navy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts, integrated with brokerage, custody, and other investment services.

Rockcliff Christie is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Primerica Advisors. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Christopher Caruso Schatz is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, he held positions at Wrap Technologies and Think Equity, among others. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored arrangements.

Victoria Morin is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and has previously worked at Ameriprise and various other organizations. Outside of her advisory role, she is a co-owner and founder of Fifi's Inv, a business focused on developing pet supplements for dogs. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved tools and delivers recommendations without investment discretion.

Robert Carney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2013. Carney is also the owner and president of Carney Investment Management LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning, investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research resources.

Leslie Thornton is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2016 and serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that utilizes firm-approved tools and strategies to support clients' financial goals.

Kevin Karpay is a financial advisor with Robert W. Baird & Co. in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and a legislative office for Congresswoman Kathy Castor. He serves as an investment committee member and Vice President of Philanthropy for Tampa Jewish Family Services. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Kazumi Santiago is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jeffrey Dierksheide is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Grow Financial Federal Credit Union, CUSO Financial Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting advisors with research and operational tools.