Lisa Strohm is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with LPL Financial and previously worked at Good Life Advisors, LLC, Agili, P.C., Merrill, and Banc Of America Investment Services, Inc. She is also involved with Athena Network, a group focused on networking and advising women on financial concerns. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Deborah Geis is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2026, she has been associated with Paychex, Inc. and Paychex Securities Corporation since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for 13 years. He is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen years. Raymond James & Associates is a large, dually registered 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 financial planning and non-discretionary investment consulting through various advisory programs.

Gary Mahan is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. Charles Schwab & Co., Inc. serves a large client base of primarily 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.

Steven Gildar is a financial advisor with OSAIC based in Tampa, FL, holding Series 63, Series 65, and Series 66 registrations and bringing 34 years of industry experience. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is also an insurance agent and owns a sole proprietorship focused on selling life and health insurance products, employee benefits, and Medicare supplemental products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization and provides a range of strategies including unified managed accounts and third-party money manager programs.

Simon Sumner is a CFA® charterholder based in Tampa, FL, with 15 years of industry experience. He has worked at LPL Financial and The Bank of Tampa since 2016, and previously at LCG PCG for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Michael Costantini is a CFP® professional with 37 years of industry experience, currently serving at Fidelity. His prior roles include positions at Cetera Advisor Networks LLC, Summit Financial Group Inc, and BNY Mellon Securities Corporation. Outside of his financial career, he performs as a musician in a band and plays shows occasionally. Michael is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Locklear is a CFP® professional with 23 years of industry experience. He is currently affiliated with LPL Financial and The Bank of Tampa, having worked at each firm for 10 years. His prior experience includes roles at International Assets Investment Management, Nepsis, Inc., Pacific West Financial Consultants, Colonial Asset Management, Merrill, and Raymond James & Associates. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

Mark Elder is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Intrepid Capital Management and Dallas Bull, as well as involvement with Tampa Palms Country Club. He also worked at the University of South Florida from 2022 to 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Guillermo Cornejo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Isabella Walters is a Series 66-licensed financial advisor at Morgan Stanley in Tampa, FL, with less than one year of industry experience. Her prior work includes roles outside the financial sector, such as positions with the Tampa Bay Buccaneers and various service industry jobs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional offerings alongside specialized investment and trading activities.

Randall Ruckman is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he is an officer of Ruckman Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining authority over model selection and oversight.

Christian Ellis is a financial advisor with Charles Schwab in Tampa, FL, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and offering a centralized operational structure.

Christopher Fuller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, Fuller was involved with Fresh Kitchen and played for the Lakeshore Chinooks. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.