Christopher Wheatley is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Dylan Matthias is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work experience includes roles at EOS Fitness, The Bank of Tampa, AstraZeneca, and several other organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Edward Easterling is a Series 66 licensed financial advisor with seven years of industry experience, currently associated with LPL Financial in Tampa, FL. His prior roles include positions at Merrill, Bank of America, and Edward Jones, among others. Easterling’s background also includes community involvement at the Anna Maria Island Community Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

Ariana Koruschak is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. She has been with LPL Financial since 2019 and previously worked at Capstone Collegiate Communities from 2016 to 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of portfolio strategies.

Dawn Fawcett is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Jean Buckholz is a financial advisor with Raymond James & Associates in Temple Terrace, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at various Raymond James entities as well as Waller & Wax Advisors, Inc. Since 2016, she has served as a power of attorney and personal representative. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kerri Bandola is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously 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 services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Murray is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he serves as a member of the Board of Directors for the Museum of Science and Industry in Tampa, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Emily Najjar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. She is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Joseph Weston III is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., Darden Restaurants, and self-employment, as well as work during his time at the University of Tampa. Outside of advising, he owns Brown Box Direct LLC, a small business selling household goods on Amazon. Merrill serves a wide array of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities alongside a range of program strategies.

Isabella Floreani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Morgan Stanley, as well as academic involvement at the University of Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jacqueline Elkin is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, she worked at Evan's and Greene LLP and the Gusdorf Law Firm. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment decision process supported by quantitative and qualitative research.

Eric Longphee is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is a partner in two LLCs that manage office space for his firm’s branch. 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 municipalities, offering financial planning and non-discretionary consulting through various advisory programs and affiliated research resources.

Paul Agliano is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Fidelity Brokerage Services, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kristine Hartland is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Ameriprise and has previously worked at Peace Wealth Management, LPL Financial, and Ameriprise Financial Services. Outside of her advisory role, she owns a consulting business, Revelation & Restoration, Inc., and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to deliver tailored, written recommendations through a centralized consulting team.

Troy Vaughan is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at J.W. Cole Advisors and J.W. Cole Financial from 2017 to 2024, and at Signator Investors in 2016-2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Tonya Burney is a financial advisor at Edward Jones with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include work at Ameriprise Financial Services and Renewed Integrative Counseling. Tonya also operated Burney Cool It Italian Ice, LLC, an entrepreneurial venture, for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains a large national network of advisors and branches.

Amanda Walsh is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has worked at Edward Jones since 2023 and has been a consultant with Scentsy since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Anthony York is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and Northwestern Mutual. Outside of finance, he has been involved with the Tampa Firearms Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.