Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Florida Financial Advisors and has a background that includes studies at The University of Alabama. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment solutions.

Christopher Brandriff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Gagala is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 credential and has previously worked at firms including BNY Mellon Securities Corporation and Russell Investments Financial Services. His current role is based in Tampa, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored recommendations.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. 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, institutional clients, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. 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 more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Jonathan Arellano is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill and has held roles at Bank of America, N.A. since 2017 and previously worked at Fifth Third Bank from 2015 to 2017. Outside of his advisory role, he is a part owner and investor in New Fortuna Ventures LLC and serves as a board member of Junior Achievement of Tampa Bay. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Shumate Brown is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. prior to joining LPL Financial in 2007. She is a member of the Tampa Bay Estate Planning Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes roles at firms such as Morgan Stanley, Ameriprise, Citigroup Global Markets, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Christopher Slaven is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. Outside of his financial advisory work, he has engaged in modeling as an independent contractor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee analyses as part of its process.

Lindsey Matro is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 credential with 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Austin Schonbrun is a CFP® professional with 10 years of industry experience, currently advising at Robert W. Baird & Co. since 2021. Prior to joining Baird, he held multiple roles at Northwestern Mutual from 2013 through 2021. He is based in Tampa, FL. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides comprehensive financial planning and portfolio management services, utilizing both in-house and third-party managers to tailor strategies according to client goals and risk tolerances.

Eliel Alonso is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2012, with prior experience at Branch Banking and Trust. 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 uses research-based approaches incorporating diversification and modern portfolio theory.

Tiffany Sanchez is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Cetera Advisor Networks, FOX Wealth Management Group, and Summit Brokerage Services. In addition to her advisory work, she owns a lifestyle brand called Cruzzen. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

Haiou Allen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Allen worked at E*Trade Securities LLC. Outside of advisory work, Allen is listed as a partner in an oil and energy company, Ballen Enterprises Inc, though this involvement is noted as nominal. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Matt Schommer is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Michelle Tolmoff is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera Investment Services LLC and related entities since 2015. In addition to her advisory role, she is involved in community engagement activities through GTE Federal Credit Union and provides concierge services and loan referrals as a relationship advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with options ranging from discretionary portfolio management to bespoke strategies, supported by a national network of over 10,000 advisors.