Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fisher Investments and USAA Financial Planning Services. Outside of advising, she operated a business related to books from 2017 to 2020 and has experience as a health insurance agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Burthay is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Fidelity, having previously worked at Charles Schwab and USAA in various advisory roles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its regulatory registrations and the use of AI and systematic methodologies in its investment process.

Blagojce Kocovski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and Truist Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Compton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2014 and previously spent a year at Churchill Bank. Outside of his advisory work, Compton is involved in agricultural operations through Compton Farms and serves as a director for Gulf Atlantic Bank and Prime Meridian Bancorp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance advisory work.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Agia and Valic Financial Advisors. Outside of advisory services, she is a notary and operates investment-related business entities connected to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by in-house and third-party research.

Blake Bir is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance, and North Star Resource Group, where he continues to serve as a financial professional. He is also affiliated with the University of Dayton. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

David Codella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent over a decade at SunTrust Investment Services. His spouse owns an e-commerce wedding business, for which he serves as a check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Henry Tschopp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Morgan Stanley. Outside of advising, he is involved as an associate employee in accounting and wealth management support roles through companies related to his advisory work. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, as well as employer advisory programs like SIMPLE IRA consulting.

Justin Luiten is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, alongside tax-aware processes and various risk management tactics.

Adam Sipes is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and was previously associated with SII Investments. Outside of LPL, he is involved with Oak Partners Inc., where he engages in investment-related activities including the sale of non-variable insurance products. 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 representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.

Araceli Trejo Rojo is a financial advisor at Raymond James Financial in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored, non-discretionary advice through a broad network of advisors and supporting municipal and public finance work.

Brent Olsson is a financial advisor at Robert W. Baird & Co. in Tampa, FL, with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. for 20 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Amy Long is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 65 and Series 63 designations and 16 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Valic Financial Advisors. 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 research from its investment institute with third-party analytics to support diversified investment strategies.

Tiffany Massay is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her career includes roles at JPMorgan Securities LLC and Regions Bank, as well as involvement with Dharma Southern Kitchen LLC. She also participated in the University of South Florida Student Government during her studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ronald Clark is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and Money Matters of Tampa, which he has operated since 1991. Clark is also the owner of The Money Coach LLC, a business entity related to tax and investment services. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Cox is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Charles Schwab in 2020, he worked with USAA Financial Advisors and USAA Financial Planning Services. He is actively involved in the Bayport Yacht Club, where he has held several leadership roles including Commodore and Fleet Captain. Charles Schwab 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 offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, with a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Haykuhi Poghosyan is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on building trusted relationships with clients through personalized financial guidance and integrity. Haykuhi works with individuals and families to help them navigate their financial journeys with confidence and clarity. Her areas of expertise include college education planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. She takes the time to understand each client's unique story and priorities, creating customized strategies to support their financial goals. Haykuhi holds a Bachelor's Degree from Yerevan University of Economy and Law. She is fluent in English and Armenian. Outside of her professional role, she enjoys cooking, dancing, music, and traveling.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Lee Yost is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since joining the firm in 2008. He works with clients from diverse industries to identify their unique goals and priorities, offering financial guidance that takes into account important changes in their lives. Lee assists clients in planning for retirement, managing wealth, and transferring legacy, regularly reviewing their accounts and strategies to align with their evolving needs. Lee holds a Bachelor's degree in business administration from the University of Florida in Gainesville and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes, being named to the "America's Top Next-Generation Wealth Advisors" list in 2018 and the "Best-in-State Next-Generation Wealth Advisors" list in 2019. Residing in Tampa with his wife Kimberly and their two children, Hayden and Jordan, Lee participates in community activities including youth baseball and is a member of the Kiwanis Club of Carrollwood. In his spare time, he enjoys watching baseball, football, golfing, and spending time with his family.