Hyoung Kim is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Georgetown University, Rise Community Capital, and Burr & Forman, LLP. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm’s process uses structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Pierce Smith is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. His role includes serving as a resource for investing, retirement planning, saving for unexpected events, and providing access to Bank of America specialists across various financial services. He focuses on areas such as education planning, executive compensation, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. As a Merrill Financial Advisor, he collaborates with clients to define their goals and tailor portfolio strategies accordingly, providing ongoing advice to adapt as clients' needs change. Pierce holds a Bachelor's Degree from the University of South Carolina System and is a Personal Investment Advisor (PIA). He is a member of the Pelican Golf Club and the Ybor Chamber of Commerce, and participates in community involvement activities with Habitat for Humanity. Outside of work, he enjoys golfing, pickleball, skiing, surfing, and traveling.

Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. His career includes positions at Merrill, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Richard Glazier III is a financial advisor at Wells Fargo Clearing in Tampa, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hunter Owens is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with two years of industry experience. His background includes multiple roles at Morgan Stanley and engagement with the University of Florida. Outside of his advisory work, Owens has been involved in a social media venture, generating passive income from a viral TikTok video. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

James Marquiss is a financial advisor at Edward Jones in Valrico, Florida, holding a Series 66 designation. He has over 20 years of prior experience at TBC Corporation and joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Carol Conrado is a financial advisor with LPL Enterprise holding a Series 66 credential and no prior industry experience. Her work history includes roles at Standard Bank Angola and several advisory firms, including Global Keystone Advisors and World Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities since 2016. 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Taccara Edwards is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 17 years of industry experience. Her prior career includes positions at Bank of America, Merrill, Morgan Stanley, and Community First Credit Union of Florida. Outside of her advisory role, she owns Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Raquel Sands is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Raymond James Financial. Outside of her advisory work, she is employed with Uber Eats in a service capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Hannah is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities LLC and Ernst & Young LLP. 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’s financial planning process involves structured discovery and analytical tools but clients are responsible for implementing and updating their plans.

Christian Toomey 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 Morgan Stanley and engaged in roles outside finance, including in real estate and the restaurant industry. He also studied at The University of Tampa from 2022 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Michael Santasania is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2016. In addition to his advisory work, he operates Santa's Marine Service, a business he has managed for over 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports accounts through BNY Mellon Advisors and Pershing custody services.

Stephen Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Tampa, Florida. Raised in Tampa, he attended Jesuit High School and earned a bachelor's degree from Florida State University. Stephen began his career at Merrill on the Trade Desk in Jacksonville immediately after college and has progressed to his current advisory role. In his position, Stephen provides guidance and services focused on wealth management strategies, assisting high net-worth individuals, families, and businesses. He specializes in areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Stephen combines Merrill's investment insights with the banking convenience of Bank of America to help clients simplify and maximize their financial lives. Stephen holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved in coaching basketball at Jesuit High School and enjoys basketball, golfing, and spending time with his family.

Timothy Shuff is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Edward Jones since 1996, working from their Plant City, Florida location. Outside of financial advising, he is a partner in a commercial rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.