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 ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2018, following earlier roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, Taylor serves as a board member at the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements supported by firm-approved software and a variety of specialized planning programs.

William Puckett is a CFP® and PFS™ credentialed advisor at Edelman Financial Engines with 24 years of industry experience. He previously worked at Align Wealth Management for 19 years before joining Financial Engines Advisors L.L.C. in 2023. Puckett is involved in managing the winding up of Align Wealth Management following its asset sale to Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment orientation.

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 with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes over a decade with Wells Fargo entities, having worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he has ownership in a vacation rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations utilizing proprietary research and planning tools, with services spanning cash-flow, retirement, and specialized planning areas such as business-owner transitions and special-needs analysis.

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.

Haleigh Guilbert is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), indicating her expertise in personal investment strategies. Haleigh has completed her education with a Master's Degree from Florida Gulf Coast University and a Bachelor's Degree from Florida State University.

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.

Darcy Jones is a CFP® with 24 years of industry experience, currently serving at Charles Schwab since 2020. Prior to this, Darcy worked at USAA Investment Management Company and USAA Financial Advisors, Inc. between 2009 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

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.

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.

Tyler Mackanos is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Landstar Transportation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

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 with Raymond James & Associates in St. Petersburg, FL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Before joining Raymond James in 2017, he worked at USAA Financial Planning Services and USAA Financial Advisors Inc. from 2014 to 2017. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Steven Beasley is a CFP® professional with 40 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023, following a decade at UBS Financial Services Inc. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Christine Moise is a financial advisor with J.P. Morgan Securities, holding a Series 63 license and bringing 33 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent nine years at Morgan Stanley Smith Barney. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Timothy Gross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Raymond James since 2020 and previously spent over two decades at Merrill and 11 years at Bank of America. Outside of his advisory role, he owns Trillium Real Estate Holdings, a real estate investment business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management strategies supported by in-house research and affiliated sub-advisers.