Robert Martin is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Investment Centers of America. Martin also operates a sole proprietorship under the name MyPFA, where he provides financial services and insurance products. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager programs.

Casey Mathias is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera since 2023. His prior experience includes roles at Principal Securities and Principal Life Insurance Company. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Matthew Tsokos is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with two years of industry experience. His prior roles include work at Sponsler, Johnson, & Andrews, P.A., as well as positions in education and at the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by advanced analytical tools and a broad range of investment services.

Jack Mangiafico is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Raymond James Financial Services and CN Wealth Management Group. Outside of advisory work, he operates Jack's Coverage, assisting individuals and families with health insurance enrollment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches developed by LPL’s Research Department and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Kenneth Coggins is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including AXA Advisors, Prescott Financial, and National Securities Corporation. Since 2021, he has been with Morgan Stanley and currently serves in their Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Tristan Cooper is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Cadence Bank and Florida Financial Advisors, and also worked at Esplanade Golf & Country Club. Outside of his advisory work, he sells clothing on an online platform. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction and serves a broad client base through systematic investment approaches.

Rachel Peeler is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Independent Financial Services, and Rooted Planning Group. 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 clients. The firm offers tailored, non-discretionary financial planning and consulting using analytical tools such as risk profiling and probability modeling.

Ann Miller is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 66 designation and has previously worked at Miller Brooks LLC and Miller Brooks & Associates. Outside of her advisory role, she operates Emphasize Financial Planning, LLC, where she provides comprehensive financial planning services. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Patrick Mc Dermott is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2021 after six years at Wells Fargo Advisors, LLC. He is also associated with May Wealth Advisors in a financial advisory role. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Anthony Daugherty is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses. He has 13 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he works as a sound engineer for television sports broadcasts and is involved in developing the business infrastructure and marketing plan for a local hair salon. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.

Kelly Bowe is a financial advisor at Raymond James Financial with 10 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2016 and currently serves as a Branch Manager at Independent Financial Services. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Diana Poole is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Morgan Stanley since 2022. She previously worked at Merrill from 2014 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various planning and investment services.

George Cerwin III is a CFP® with 44 years of industry experience, currently serving at Osaic since 2023. His prior roles include long tenures at Sagepoint Financial, Inc., Osaic Services, Inc., Sentra Securities Corporation, and GFC Financial Management. He is also president and owner of Cerwin Financial Services, a corporation engaged in the sales and service of fixed and health insurance. Osaic Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of discretionary and third-party manager strategies.

Lindsey Pohl is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank since 2022. Prior to that, she was with The Vanguard Group and has experience in event planning as the owner of Boones Babes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies guided by its Global Investment Committee.

Jeffrey Gold is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Tampa, FL. He has been with Raymond James Financial since 2002 and is also involved with Spence and Gold Financial, a support company he owns. Outside of his advisory roles, he acts as Personal Representative and Durable Power of Attorney for his parents' estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and maintains specialized programs for municipal and retirement plan advisory services.