Jerome Morgano Jr. is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in auto racing through Venomous Motorsports LLC and manages his practice expenses via JM2 Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Christopher Spear is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley, Merrill, Bank of America, and T. Rowe Price. Outside of his advisory role, he is the owner of Trusted Check Home Inspections, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology.

Michelle Sherwood is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. She serves as a committee member on the CLASAC Environmental Lands Program in Bartow, FL, which recommends private lands for conservation. Merrill, along 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Danijela Grgic is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she is involved in managing a supplement company and overseeing a rental property business. 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 investment strategies for individuals, high-net-worth clients, and various organizations.

Dylan Champagne is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and six years of industry experience. His prior work includes roles at G+P Autowash, Best Yet, the University of Alabama, and Hooked Deals. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process overseen by an Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Sheau Lei Ellison is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively with Merrill and Bank of America, including a long tenure from 1997 to 2025. She serves on the board of directors for The Paralelo Foundation, a private grant-making foundation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alexandra Valdes is a Wealth Management Advisor with The Valdes Group at Merrill Lynch Wealth Management. She joined the team in February 2018, focusing on relationship management and contributing to investment models and business development. Alexandra works with multiple generations of clients to provide comprehensive wealth management and education. Since 2023, Alexandra and her team have been recognized by Forbes among America's Top Wealth Management Teams, ranking #13 nationally and earning the #1 spot in North Florida for two consecutive years. These rankings reflect their excellence in client retention, industry experience, and wealth management best practices. Born and raised in Tampa, Florida, Alexandra graduated with honors from Florida State University in 2013 with bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra is involved in community organizations including Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously worked at Citigroup for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 66 licenses and is based in Tampa, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen years. 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 financial planning and non-discretionary investment consulting through various advisory programs.

Gary Mahan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Steven Gildar is a financial advisor with OSAIC in Tampa, FL, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. He has previously worked with Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he is involved in selling life and health insurance products, employee benefits, and Medicare supplemental products through his sole proprietorship and as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs advanced asset allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and third-party commercial arrangements.

Simon Sumner is a financial advisor with LPL Financial in Tampa, FL, holding the CFA® designation and a Series 63 license. He has 15 years of industry experience, including a decade at The Bank of Tampa and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research and model portfolios supported by advanced technologies.

Michael Costantini is a CFP® professional with 36 years of experience in the financial industry. He is currently with Fidelity Investments in Tampa, FL, a position he has held since 2021. His prior roles include positions at Cetera Advisor Networks LLC and several other financial services firms. Outside of his advisory work, he performs as a musician in a band. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Jonathan Locklear is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including 10 years with both LPL Financial and The Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services with various program offerings supported by proprietary and third-party research.

Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Christian Ellis is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior to that, he held positions at USAA Investment Management Company and various USAA financial advisory and planning entities from 2014 to 2020. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and planning services.