Dylan Barbieri is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to his current role, he was involved with Chromalloy and has a background that includes several years in full-time education and time at the Tallahassee Volleyball Academy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a blend of non-discretionary financial planning and access to discretionary managed accounts. The firm’s integrated platform combines advisory, brokerage, custody, and cash-sweep services with a multi-asset investment approach supported by the Schwab Center for Financial Research.

Kevin Singh is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at AGW Capital Advisors and Clifton Larson Allen. Outside of his advisory work, he owns and operates Green Acres Ecommerce Store LLC, an e-commerce business unrelated to financial services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan banking organization and offers a range of investment solutions through a non-discretionary advisory model.

Shane Stratton is a financial advisor with Wells Fargo Clearing in Spring Hill, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and Morgan Stanley Private Bank, National Association, where he worked for a combined nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Morales is a financial advisor at Equitable Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VALIC Financial Advisors and RBI. Outside of her advisory role, she volunteers as a Girl Scouts troop leader in Central Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions and offers ERISA fiduciary services for qualified plans.

Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.

David Parker is a financial advisor based in Tampa, FL, affiliated with Stifel. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2008 to 2019. Outside of advising, he co-owns pasture land in Oklahoma that he leases for cattle grazing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Tochinskiy is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and joined LPL Enterprise in 2024. Outside of his advisory role, he serves as a notary public on an incidental, non-compensated basis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Michael Ragsdale is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 1991 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a finance committee member and board secretary for Tampa Lighthouse For the Blind, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Anthony Badolato is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at E*TRADE Securities LLC, WestRock Pool and Spa, Kohl's, and the University of South Florida. Morgan Stanley Wealth Management provides a 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 firm-approved tools, drawing on Global Investment Committee estimates and simulations to model outcomes.

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

James Warren III is a financial advisor with Raymond James & Associates based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a trustee for two trusts in Tampa, managing related fiduciary duties. Raymond James & Associates is a large 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 tailored financial planning and consulting through various advisory programs and affiliated research resources.

Heather Sickler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She previously worked at SunTrust Bank and SunTrust Investment Services from 2012 to 2016 before joining Wells Fargo in 2017. Outside of her advisory role, she operates an online business selling handmade and decorative items. 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Hilary Wynn is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, CapFinancial Securities, and Wells Fargo Advisors. Merrill 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.

Ling Lin is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Lin worked for three years at the Laser Spine Institute. Lin holds a Series 66 designation and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Laura Hickman is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC prior to joining Merrill and Bank of America in 2024. Outside of her advisory role, she is an independent representative for Avon, a cosmetics business. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Veronika Rigsbee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes five years at First Command and a year at Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Joseph Hong is a financial advisor with Morgan Stanley in Tampa, FL. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked in various roles outside the financial services industry, including positions at Total Quality Logistics, Masa Tallahassee, BJ's Brewhouse, Potbelly's, Sam's Club, and Freedom High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through both direct individual plans and corporate financial planning agreements.

Gabriel Hooven is a financial advisor at Charles Schwab in Tampa, FL, with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2026. Prior to his advisory role, he served in the United States Navy and has held various positions in diverse industries. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Tara Clark is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Osaic since 2018 and previously held roles at Signator Investors, Inc. and GFA Financial Group, LLC. Outside of her advisory work, she is involved in selling life insurance through GFA Financial Group, LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.