Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab Bank, SSB since 2026 and Charles Schwab & Co., Inc since 2024. Prior to his career in finance, his background includes several roles across different industries and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and 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 multi-asset model portfolios and a centralized operational structure.

Randy Deitke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Mutual Fund Store and Financial Engines Advisors L.L.C. Prior to his current role, he spent eight years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.

Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, Alfred is the sole owner of an investment-related business based in Knoxville, Tennessee. 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.

Heather Arnell is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2009. Outside of advising, she is involved part-time in selling hair and skin care products for Monat Global Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutional investors with model-based and discretionary investment strategies.

Sean Andrews is a financial advisor with Edward Jones in Wimauma, FL, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2020, he worked at Sienna Biopharmaceuticals, Inc. and Novan, Inc. He serves as President of the Board for the Greater SouthShore Chamber of Commerce in Ruskin, FL. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a range of advisory programs and affiliated investment products.

Mace Maraman Jr. is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 certifications and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 offers a broad range of brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Duane Chaney is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of his advisory role, he owns Stellar Tennis Events, LLC, which provides tennis event consulting and referral services. Chaney also serves on the boards of local homeowner associations, contributing to finance and investment committees. 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, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

David De Zago is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Omnicell, Formulated Solutions, Powertronic Systems Florida Inc, Office Pride Commercial Cleaning, and Executive Level Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and proprietary tools to develop plans, managing approximately $2.74 trillion in client assets.

Karen Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is a notary public in Wesley Chapel, Florida. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alec Underhill is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC, Florida Financial Advisors, and Florida State University. Outside of finance, he has experience with McCullough Design Services, LLC, and Giannis Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Nehemiah Auble is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has less than one year of industry experience and began his career at Thrivent in 2026. Prior to his current role, his background includes work at Liberty University and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics.

Kendall Rivera is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank and Ernst & Young. Outside of finance, he operates a cooking Instagram account as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Jacob Layton is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various industries including retail and education. Layton is also affiliated with Perry Ellis International and the University of South Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services through a large network of investment adviser representatives.

Alexander Johnson is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, Morgan Stanley, and TD Ameritrade. Prior to his financial career, he held various roles outside the industry including work at Bruno's Draft Kits and Ace Hardware. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jordan Goldberg is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and spent 11 years at Scottrade, Inc. Additionally, he has been affiliated with the University of South Florida since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.