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.

Eric Sisco is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at Raymond James Bank and Bank of America. Outside of his advisory role, he is involved with Alpert Enterprise LLC. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James entities since 2004 and operated a business called Boyd Business Strategies from 2017 to 2020. Outside of advising, he serves as a non-public arbitrator for FINRA Dispute Resolution Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm provides financial planning and consulting services with a non-discretionary approach, offering a range of portfolio management styles supported by affiliated research and specialized municipal advisory services.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Scottrade and involvement with the New Meadowlands Stadium Company LLC. He has been with Raymond James in various capacities since 2018. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisors and affiliated research resources.

Hafiz Ahmed is a financial advisor at Edward Jones in Largo, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fidelity Investments, ABT Associates, and Bank of America. Outside of his advisory work, he engages in food delivery through Uber Eats during off-hours. 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, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Adam Taylor is a financial advisor at Mass Mutual Investors Services in Tampa, FL, holding the ChFC® designation with 15 years of industry experience. His prior experience includes roles at Northwestern Mutual from 2011 to 2018. Outside of his advisory work, he serves on the board of the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm structures planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver recommendations focused on investment strategies.

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2008, including Raymond James Financial and Raymond James Financial Services, Inc., as well as Motr Media. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management options.

Timothy Logan is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

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.

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work history includes positions at Wells Fargo Clearing and SunTrust Advisory Services. 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, institutional investors, and charitable organizations, offering financial planning and consulting services, with a focus on non-discretionary advice supported by firm research and a range of portfolio management strategies.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Ezequiel Feliciano Bonet is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Suncoast Credit Union. He also worked at the University of South Florida before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Laura Stack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. Her career includes roles at Edward Jones, MassMutual Arizona, and Prudential Equity Group. She has been with various branches of Raymond James since 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations to enhance its municipal and public-finance services.

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.

Christine Theresa Moya is a financial advisor with UBS Financial Services in Denver, CO. She holds a Series 66 designation and has 13 years of industry experience, including 12 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Amneris Jordan is a financial advisor at Merrill with over 27 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Palm Harbor, FL. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, supported by strategic asset allocation and tax-aware options.

Sima Tamaddon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2026. She previously served as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026 and worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima approaches her work as a long-term partnership with clients, emphasizing consistent communication and comprehensive planning that adapts as their lives and goals evolve. She believes that maintaining a steady relationship through shifting markets and changing circumstances helps build confidence. Throughout her career, Sima has focused on private wealth management and wealth planning, supporting clients in navigating the complexities of financial decision-making. Outside of her professional responsibilities, she enjoys running and playing tennis.

Michael Partridge is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following prior roles at USAA Financial Planning Services and USAA Financial Advisors Inc. Raymond James & Associates is a large 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 consulting services primarily on a non-discretionary basis with access to a wide range of investment strategies and affiliated research.