Patrick Doyle is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at AGIA and VALIC Financial Advisors. Outside of his advisory role, he is an agent involved with non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a network of investment adviser representatives, utilizing various investment strategies and technology tools.

Michael Everritt II is a financial advisor with Mass Mutual Investors Services in Brandon, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2017, following a one-year tenure at LPL Financial. Outside of his advisory role, he manages business operations for the Taylor Financial building and is a managing partner of a real estate-related LLC. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and charitable organizations, utilizing firm-approved tools and structured planning engagements.

Fernando Vidal Otero is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2009. Outside of his advisory role, he is the managing member of FVOESQ, LLC, a non-investment related business based in Orlando, Florida. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth investors—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and supported by third-party asset managers and sponsored advisory programs.

Adam Iosue is a financial advisor at LPL Financial with 15 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Charles Schwab Bank and Charles Schwab from 2020 to 2025, and at USAA Financial Advisors and related USAA financial planning services from 2010 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools for advisors.

Cameron Cobb is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at 717 Parking Enterprises and has a background in education, having taught at the University of South Florida, Wharton High School, and Liberty Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements and various investment and planning strategies.

Kevin Hackett is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His career includes multiple roles at Wells Fargo Clearing and affiliated entities, as well as a year at Morgan Stanley. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Palmer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Palmer serves on the board and investment committees of the YMCA Tampa Metropolitan Area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Justin Brolin is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Your Boat Club and held various positions in local government and education. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Diane Enterlein is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, ClearPath Advisory Group, American Integrity, Rodan And Fields, and Allstate Insurance Company. 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 entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Diana Persaud is a financial advisor with LPL Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked at LPL Financial since 2012 and previously held positions at New England Securities and Uvest Financial Services Group, Inc. Persaud is also involved in non-variable insurance products and health and dental insurance through her business activities. 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 wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Lisan Burney is a financial advisor with LPL Enterprise LLC in Tampa, FL, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Prior to joining LPL Enterprise, Burney gained experience at Prudential Advisors and First Command firms. Outside of her advisory role, she serves on the board of Veterans of Foreign Wars Post 8116 and volunteers with the nonprofit Accelerate/Ascend Brevard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Paul Finocchiaro is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Truist Investment Services, Citigroup Global Markets, and USAA Financial Planning Services, among others. Outside of his advisory work, he is involved in non-variable insurance activities in Crystal River, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He joined the team in 2017, focusing on investment and economic analysis as well as client relationship development. Kyle works closely with business owners and high-net-worth individuals to develop goals-based wealth management strategies tailored to their individual needs. Prior to joining Merrill Lynch, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Kyle earned a Bachelor of Science degree from Florida State University, majoring in Finance and Business Management. Kyle and his team have been recognized in several Forbes rankings, including the Best-in-State Wealth Management Teams list for North Florida and America's Top Wealth Management Teams Private Wealth list. Outside of work, Kyle enjoys spending time outdoors and participating in community activities. He lives in Tampa with his wife, Erin, and daughter, Grayson.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including prior roles at Merrill and Bank of America. Malone has been with J.P. Morgan Securities since 2017 and also works with JPMorgan Chase Bank NA and MCAO, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors and operates within a broader organization that includes security-based swap dealer and futures commission merchant registrations.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Jeni La Paglia is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at BB&T Investment Services, Inc. and Bank of Tampa, where she continues to serve as a Private Relationship Manager and office manager. Outside of her advisory work, she is also active as a ridesharing driver for Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

Brandon Condori is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ahmed Shiil and Building and Land Technology, prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside established governance procedures.

Brenton Matzek is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.