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 four years of industry experience. Prior to joining Morgan Stanley, he worked at First Command Advisory Services and held multiple positions within the First Command organization. He is also an officer in the Florida National Guard, serving as a Financial Management Officer. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs with client assets totaling approximately $2.74 trillion.

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.

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 with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing one year of industry experience. He has worked at Morgan Stanley since 2024 and previously operated Bennett Financial LLC since 2021. Before his advisory career, he spent six years working in education. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques, with clients responsible for implementing and maintaining their plans.

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 is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.

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 in various roles including at The Family Clothesline and Fuse Frozen Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through tailored plans and corporate financial planning agreements.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and a wrap program.

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. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Alex Zwolak is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors for six years. Outside of advising, Zwolak prepares tax returns through Ogborn Accounting, LLC, and manages his own financial advising practice under the DBA Keystone Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to multiple custodial platforms and alternative investments.

Enrique Galang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Ameriprise from 2013 to 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 approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Brent Bocian is a financial advisor at Cetera with a Series 65 license and one year of industry experience. He has prior experience with Avantax Advisory Services and is involved with Quick Guide Tax LLC, a business he founded that provides tax preparation, tax debt relief, business formation support, bookkeeping services, and general tax advising. Brent is also an author of multiple books, including a guide for American Sign Language interpreters on self-employment and a children’s book. Cetera is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, supporting advisors with both affiliated and third-party investment strategies, and manages assets across various program structures and custodial relationships.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes service in the U.S. Army from 2016 to 2025 and roles with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies overseen by external asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Nancy Meade is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for four years and Wells Fargo Clearing for ten years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools, with clients able to choose whether and how to implement these recommendations.

Gary Sax is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations. His career includes prior roles at Securities America Advisors, Investacorp Advisory Services, Kestra Investment Services, and Grove Point Investments. Sax is also president of SAX Financial, Inc., an insurance business. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools, and features a complex network of affiliated broker-dealers, asset managers, and insurance entities.

Darrell Bickford is a Financial Consultant with Fidelity Investments in the Tampa investor center. In this role, he partners with clients to understand their goals and needs, working together to create, support, and maintain customized financial plans aimed at helping clients achieve their financial and investment objectives. Darrell has been with Fidelity Investments since 2016, progressing through various roles including Defined Contributions Service Associate I, Tax Exempt Service Associate I, Workplace Planning and Guidance Consultant I & II, Central Relationship Manager, Relationship Manager, and Planning Consultant before assuming his current position as Financial Consultant in 2025.

James Adams is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Morgan Stanley in Tampa, Florida, where he has worked for three years following a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, focusing on comprehensive advisory support rather than individual security recommendations.