Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. He has held roles at Grow Financial Federal Credit Union and CUSO Financial Services, LP prior to joining LPL Financial. 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, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Thomas Ballash is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent 19 years at USAA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jordan Boudreau is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior roles include working at E*Trade Securities and involvement in the transportation sector as a contractor for Doordash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Nader Shehub is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at the University of California Riverside and Ozmi Medical Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Bogdan is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2023. Outside of his advisory role, he is affiliated as a financial advisor with Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals and supports municipal and public finance work through a unique affiliation.

Michael Murray is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he is a licensed fixed insurance products agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

David Weidner is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016, as well as Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Barbara Pietrangelo is a financial advisor at LPL Enterprise with 34 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Pietrangelo is also a financial planner operating under Destination Financial Strategies, a DBA for her LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, integrating adviser programs with financial product sales such as insurance.

Colin Castro is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. His professional background includes roles at MML Investors Services, MassMutual Life Insurance, and involvement with the IRONMAN Foundation, YMCA of Greater Louisville, University of Louisville, and Webber International University. He also maintains a side business as an insurance broker focusing on life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers programs including educational seminars, wrap accounts, and money-manager solutions.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Reid Poltun is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at UBS Financial Services and Leonardo DRS. Outside of finance, he was involved with Indialantic Tutoring for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Jason Carrier is a financial advisor with Thrivent Investment Management in Tampa, FL. He holds a Series 66 designation and has 20 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, delivered separately from managed-account services.

Michael Yacavone is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and the Perez-Calhoun Law Firm. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Veronica Bastow is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to that, she held roles at US Tech Solutions and Florida Destinations, and she also spent four years at the University of South Florida St. Petersburg. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Scott Papes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He serves on the East Lake Recreation Advisory Board and the East Lake Youth Sports Association, advising on the operation and finances of local youth sports facilities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Cheryl Burbano is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Burbano is an author who contributed a chapter on financial planning for women in Larstons Black Book on Personal Finance and provides pro bono financial planning services to military families through Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Rahil Khan is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010 and 2013, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions. The firm combines extensive scale with integrated advisory, brokerage, custody, and cash-sweep services.

Andrew Purdy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative investment onboarding process.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.