Michael Falcon is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes a two-year period at Cushman & Wakefield. Falcon maintains an active real estate license through Epic Realty Group International but has no responsibilities in that role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michele Hunter is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1995 and concurrently affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by trading, account administration, and custody services.

Daniel Nicholls Franco is a financial advisor with Merrill based in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2017. 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, and various institutional accounts.

Jeremy Richard is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2019 and has prior experience at Foresters Financial Services, Mutual of Omaha, and Royal Neighbors. Outside of his advisory work, he owns an apiary farm where he produces and sells honey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Edgardo Melendez is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Scott Faler is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023 and has prior experience at Franklin Templeton, Coral Oaks, and various roles connected to Florida State University. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment committee estimates to support its advisory process.

Jymes Blanc is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, in addition to early career experience at State Farm Insurance. He is based in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Rebekah Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.

Ashley Tran is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2024, Tran worked at FIDELITY Brokerage Services LLC for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Natalia Konstantinova is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Merrill in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC for 11 years, and at Citigroup Global Markets for five years. Merrill, along 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, and institutional investors.

Travis Gucciardo is a Series 66 licensed advisor with Cetera in Tampa, FL, with seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and also serves as a partner and CPA at Nelson & McKay CPAs LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, automated allocations, and bespoke strategies.

Jonathan Hanvey is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at ADP for four years and has held various positions in the hospitality and retail sectors. 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. The firm’s financial planning process utilizes structured discovery conversations and approved planning tools, supporting tailored financial plans without offering individual security recommendations as part of standalone planning.

Ana Romero is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, following a year at Equitable Advisors. Outside of her advisory role, she is an Independent Business Owner involved in e-commerce related to health and beauty products with Amway Global. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Patrick Bonanno is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 credential and previously worked at Sanford C. Bernstein & Co. LLC and Advisor Asset Management Inc. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Jordan Leuschke is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Nicole Lebaron is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Based in Tampa, FL, her career includes nearly a decade at Wells Fargo Advisors and over nine years at Morgan Stanley. 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 discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Devicente is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Stein is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked at Lunar Tide and Artists First, and has experience with Crimson Education and Fox 21 Television Studios. He also attended Yale University from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Prudential Insurance Company of America and Pruco Securities, LLC since 1986. In addition to his advisory role, he sells life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Katharine Curtis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include working at Raymond James from 2020 to 2023 and employment with Hillsborough County Public Schools from 2015 to 2020. Her background also includes a period of extended traveling in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.