Alexia Young is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked within JPMorgan Chase Bank, N.A. since 2015, including roles at PNC Wealth Management and Wells Fargo Clearing earlier in her career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers advice on asset allocation, manager searches, and customized reporting, applying an ESG framework in its investment recommendations.

Debbie Alexander is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Shannon Glor is a CFP® professional with 33 years of industry experience, currently serving at Morgan Stanley in Tampa, FL. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Brinton Parker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 16 years of industry experience. He previously worked at Prudential Insurance Company of America and its affiliated entities for a combined 14 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers along with affiliated insurance and trust services.

Malgorzata Pelletier is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2018, as well as Wells Fargo Bank, NA from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Lontchar Jr. is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and Cape Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management platforms.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Xiaobo held roles at Fidelity Investments, Zi-DiChillo Financials, and multiple insurance and securities firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Tyler Curtis is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial since 2011 and previously with Rob Capuano Financial and Lincoln Investment. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access, supported by advanced research and operational tools.

Caroline Carpenter is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Her career includes roles at Raymond James Financial and Northwestern Mutual Life Insurance Company. Outside of finance, she worked at Moe’s Southwest Grill and was affiliated with the University of South Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Kamila Skibicka is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Wells Fargo Clearing, with her current tenure at Merrill beginning in 2022. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Wells Fargo N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Chelsea Beltre is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has held prior roles at Bank of America N.A., Suncoast Credit Union, and General Dynamics Information Technology. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Holcomb is a financial advisor with Wells Fargo Clearing in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She 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, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored fiduciary services.

Steven Anastasia is a CFP® and ChFC® with 26 years of industry experience. He is currently with Ameriprise in Tampa, FL, having previously worked at Cetera and Regions Bank, as well as operating his own business. Outside of financial advising, he is a co-owner of Monty's Pizzeria in Clearwater, FL. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, delivering customized recommendations supported by research and modeling.

Ricardo Delgado is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at E*Trade. Outside of finance, Ricardo is a musician and performs with the band Beardsley on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and a range of retail and institutional investment options.

Theodore Loew is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2008 and currently works at Morgan Stanley Private Bank, N.A. His career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Briana Mc Dougall is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Sanibel Captiva/Tampa Bay Trust Company and The Northern Trust Company. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Mccarthy Jr. is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 63 designation with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Demetrius Russell is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Distributors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and incorporates proprietary and unaffiliated model strategies tailored to client objectives.