Alex Mc Namara is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work experience spans a variety of industries, including roles at Purlgata Supply LLC and Total Quality Logistics. Outside of finance, he has been involved with Purlgata Supply LLC, an entrepreneurial venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and invests approximately $2.74 trillion in client assets.

Michael Crimmins is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through corporate financial planning agreements.

Paris Manis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at First Command Advisory Services and held multiple positions within the First Command organization. He is also an officer in the Florida National Guard, serving as a Financial Management Officer. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs with client assets totaling approximately $2.74 trillion.

Rollan Degeare is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 21 years and has been affiliated with Alliance Capital Management LP during his career. Outside of advising, he is involved in a cybersecurity and managed services business for small companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Luke Carvalho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008 in their Plant City, FL office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Corey Charles is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fisher Investments and has a decade of experience running Quiet Storm Surf Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery conversations and advanced planning tools.

Jackson Berman is a financial advisor at J.P. Morgan Securities with Series 66 registration and four years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022, with prior experience including roles at Chatham Financial and several short-term positions in other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Mansoor Ahmed is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. He previously worked at Summit Financial Group Inc and Summit Brokerage Services before joining Cetera and its affiliated entity Cetera Wealth Services, LLC. Ahmed is also the sole partner of Gain Strategy Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing assets exceeding $256 billion.

Jason Degolyer is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Regions Bank, Cetera Investment Advisors, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support investment decisions.

Steven Katzman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved tools and processes.

Jon Trombetto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Raymond James and its affiliates since 1998 and is also the owner of Eye Captured Photography, LLC, where he operates an online business selling photographs and providing photography services for life events and commercial projects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to help clients evaluate outcomes, supporting implementation through advisory programs and other providers.

Eric Bennett II is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing one year of industry experience. He has worked at Morgan Stanley since 2024 and previously operated Bennett Financial LLC since 2021. Before his advisory career, he spent six years working in education. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques, with clients responsible for implementing and maintaining their plans.

Gregory Stahl is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior work includes six years at Truist Investment Services and twelve years at The Bank of Tampa. He also manages a personal revocable trust as an outside activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Michael Carelli is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Carelli is a partner in multiple business ventures, including a restaurant operation in Brandon, FL, and several investment partnerships involved in retail and real estate. He also owns an aircraft managed by an aviation leasing company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor client solutions.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has held positions at firms including Fisher Investments and USAA Financial Planning Services. Harvey also operated Whittney Harvey's Books from 2017 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets under management.

Justin Burthay is a CFP® and Series 66 licensed advisor at Fidelity with 14 years of industry experience. His prior roles include positions at Charles Schwab and USAA Financial Advisors. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of model portfolios, AI-driven research methods, and its role as a registered commodity pool operator.

Blagojce Kocovski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and Truist Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. 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 financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.

Shaylan Patel is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Patel worked at PricewaterhouseCoopers and has experience in various roles including at The Family Clothesline and Fuse Frozen Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through tailored plans and corporate financial planning agreements.

Blake Bir is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance, and North Star Resource Group, where he continues to serve as a financial professional. He is also affiliated with the University of Dayton. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.