Stephanie Fries is a financial advisor with Wells Fargo Clearing in Tampa, FL. She holds Series 66 and Series 63 designations and has 19 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Malo is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked with Ameriprise since 2020. Prior to his financial advisory career, Malo was involved in education roles at K12 - Florida Cyber Charter Academy, Brooks DeBartolo Collegiate High School, and Kaneland CUSD #302. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Peter Dickenson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2016 and has been involved with Primerica Financial Services since 2014. Outside of his advisory role, he is engaged in sales of investment-related and loan products as well as referral activities for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Linda Read is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Her prior roles include positions at MSI Financial Services, Inc. and Equitable Advisors, as well as a three-year tenure at Juice Plus. She serves as a board member for HCA Florida Trinity Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management solutions supported by advisor-facing technology and oversees over $819 billion in discretionary assets.

Nicholas Jenkins is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds a Series 66 designation and has prior experience at the Internal Revenue Service. Outside of finance, he has been involved with MHB Grill LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kyle Huber is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and was previously with Jaffe Tilchin Wealth Management from 2014 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Thaddaeus Money is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Investment Management Company and USAA Life Insurance Company. Outside of advising, he serves as a Precinct Supervisor for the Pasco County Supervisor of Elections. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a variety of investment products.

Amy Barkalow is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 29 years of industry experience. She has worked at Cambridge Investment Research, Inc. and the Financial Planning Center since 2003 and previously spent 11 years with Aurgroup Financial Credit Union. Barkalow is also a notary public and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Steve Tonello is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC, as well as employment at the University of South Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

Charles Marchese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Zachery Sobel is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked for six years at Cole, Scott, & Kissane, P.A., and has a background in law with a Juris Doctor from the University of Cincinnati College of Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and supports broad retail and institutional offerings alongside specialized activities such as principal trading and private fund relationships.

Scott Nightingale is a financial advisor with Merrill in Tampa, FL, holding a Series 66 credential and seven years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he occasionally sells and trades items on eBay to generate profit. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Frese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at E*Trade Securities LLC and Simm. Associates. 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 supported by structured processes and advanced modeling tools.

Stephanie Jones is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing eight years of industry experience. Her work history includes positions at Morgan Stanley Private Bank and Wells Fargo Clearing Services LLC. Morgan Stanley Wealth Management serves 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 services through both direct client relationships and corporate financial planning agreements.

Jackson Del Valle is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and spent one year at Morgan Stanley Private Bank, N.A. Prior to his financial career, he has experience working at Casino Beach Bar and Grill and attended Florida State University. 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 conversations and approved tools to model financial outcomes, primarily acting in an advisory capacity without providing individual security recommendations in standalone plans.

Jack Bank is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Investable Solutions and PayDay Employer Solutions, and he attended the University of Arizona. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Patrick Selhorn is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2024, with prior experience at Malibu Beach Club in 2022 and a background as a student from 2016 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Keyon Smith is a financial advisor at Merrill with 22 years of industry experience. He has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved in an online product sales business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Kane is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial since 2009. He holds Series 63 and Series 65 licenses and has been affiliated with Raymond James Financial Services, Inc. since 2001. Kane serves as a trustee on the Town of Belleair Police Pension Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships, including specialized municipal and public-finance services.

Stacy Obney is a financial advisor at Osaic with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley Private Bank and T. Rowe Price Investment Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a variety of advisory and brokerage services delivered through a multi-advisor platform.