Ian Roach is a financial advisor with Edward Jones based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley, iPD Agency, and an earlier tenure at Edward Jones, as well as positions outside finance with Rinkside Sports, Art Monkey, and USA Hockey. Outside of his advisory work, he drives for Uber on weekends in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Gashonia is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.

Thomas Mitchell is a Series 66-licensed financial advisor with LPL Financial, based in Brandon, FL, and has five years of industry experience. His prior roles include positions at CenterState Bank and First Citrus Bank. He serves on the board of Florida Marketplace Ministry, Inc., a nonprofit organization. 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 solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ivana Lienau is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2020 and also performs freelance translation work through Upwork. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment approach.

Rahil Khan is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank since 2013. 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, providing a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm offers integrated brokerage, custody, and advisory services with a focus on strategic asset allocation and alternative investments.

Stacey Pagan Walker is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, Morgan Stanley Dw Inc., and Ameriprise. 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 combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options, operating at scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Robert Woerner is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. His prior roles include ten years at Grow Financial Federal Credit Union and two years at Ameriprise. He is also involved with Grow Financial Investment Services, a registered DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Molly Hutton is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at JPMorgan Chase for three years and has an academic background from Villanova University and Gwynedd Mercy Academy High School. She holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Sayef Chowdhury is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at E*Trade Securities and positions outside finance, such as work at Moffitt Cancer Center and involvement in the restaurant industry. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering financial planning and investment management supported by firm-approved tools and a range of programs tailored to client needs.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and CUNA Brokerage Services. He is also involved with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools to support advisors.

Brent Bassler is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Drew Elliston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JP Morgan Chase and Aspen Highland Partners. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. 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.

Emily Savedes is a financial advisor at Fisher Investments with five years of industry experience. She holds the Series 65 designation and has previously worked at Franklin Templeton and served as a student at Grand Valley State University. Outside of her advisory role, Emily creates humorous content on TikTok. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory, retirement plan services, and manages a range of investment vehicles with tax-aware and risk management strategies.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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 and pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Natalie Matos is a financial advisor with Edward Jones in Riverview, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, spanning over two decades before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

Anthony Kowalski is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at Cetera in Tampa, FL. He has been with Cetera and its related entities since 2015. Outside of his advisory work, he owns Two Toes Woodworking LLC, a business focused on making and selling woodworking products. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to a range of investment strategies and program structures.

William Day II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.