William Coca is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at GTE Financial, Uber, E*TRADE Securities, Cricket Wireless, GC Services, Warner University, and Fort Meade Middle Senior High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools such as Monte Carlo simulations to support client outcomes.

Robert Robertson is a CFP® with 40 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, he is the founder and a volunteer of Christian Fellowship at Sea and prepares tax returns through his ownership of The Financial Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Teon Gunn is a financial advisor at Morgan Stanley in Tampa, FL, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory work, he is the sole proprietor of Her Things LLC, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Cameron Lee is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, Lee held positions with the Tampa Bay Buccaneers, Cheval Athletic Club, Hillsborough County Parks and Recreation, and Steinbrenner High School. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced modeling tools to support tailored financial plans.

Alex Muscati III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with XELA Ventures, LLC, an entity established for real estate development purposes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment committee inputs.

Alex Mc Namara is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work experience spans a variety of industries, including roles at Purlgata Supply LLC and Total Quality Logistics. Outside of finance, he has been involved with Purlgata Supply LLC, an entrepreneurial venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and invests approximately $2.74 trillion in client assets.

Paris Manis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at First Command Advisory Services, INC and related entities. Manis also serves as a Financial Management Officer with the Florida National Guard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Justin Cole is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab since 2017. His prior roles include positions at J.M. Cole and Associates, LLC, Jonathan Roberts Advisory Group, Inc., and J.W. Cole Financial. He also manages a rental property outside of his advisory work. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments supported by centralized operational and custodial resources.

Corey Charles is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fisher Investments and has a decade of experience running Quiet Storm Surf Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery conversations and advanced planning tools.

Joseph Delguidice is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valic Financial Advisors for over two decades. In addition to his advisory role, he owns AssetTree Wealth Management, where he advises clients on investment and income planning, and he is involved in insurance production. Osaic Wealth Inc serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party solutions to build portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 including tailored financial planning, utilizing structured discovery and firm-approved tools to support client decision-making.

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Eric Bennett II is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Bennett Financial LLC and Bankers Life and Casualty Company. Outside of his advisory role, he is the sole proprietor of Bennett Financial, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop financial plans, although clients are responsible for plan implementation and updates.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Shaylan Patel 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, Patel worked at PricewaterhouseCoopers and has experience with several other firms and ventures, including The Family Clothesline. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Lukasz Jeczalik is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Suncoast Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alex Zwolak is a financial advisor with OSAIC in Odessa, Florida, holding a Series 66 credential and 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and joined OSAIC in 2023. Outside of his advisory role, Zwolak is a tax preparer with Ogborn Accounting, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Enrique Galang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing and its related entities since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.