Grieta Patenaude is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory roles, she has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often using third-party asset managers and investment programs.

Richard Bertrand is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, he held roles in various companies including Lexus, Omega Watches, Coca Cola Beverages Florida, and Dillards, as well as attending The Citadel Military College of South Carolina. 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 emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Glynn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Cambridge since 2019 and previously held roles at First Command Financial Services and related entities from 2007 to 2019. Glynn is also a certified professional business coach through Diversified Professional Coaching, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements to tailor solutions to client objectives.

Preston Duppins is a financial advisor with OSAIC, holding a Series 66 designation and nine years of experience in the industry. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, and Genesis Financial Management, Inc. Outside of his advisory work, he is an insurance agent selling life insurance and annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Reid Poltun is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at UBS Financial Services and Leonardo DRS. Outside of finance, he was involved with Indialantic Tutoring for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Cheryl Smith is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. Her previous roles include positions at Ameriprise Financial Services, JHS Capital Advisors, Gunnallen Financial, Oppenheimer, and Prudential Equity Group. Outside of her advisory work, she is a member of the Iris Calling Band. 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 financial planning, portfolio management, and institutional platforms, supporting advisors with research and technology tools while managing over $819 billion in discretionary assets.

Mostafa Salama is a Series 66 licensed financial advisor with Merrill in Brandon, FL. He has six years of experience with Merrill and has previously worked at Bank of America, Wells Fargo Bank, and Sprint United Management. Salama also has teaching experience at The University of Arizona and Hillsborough Community College. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Joseph Fernandez is a financial advisor with LPL Financial based in Tampa, FL. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Grow Financial Federal Credit Union and Dalmoro's Fresh Pasta To-Go. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Tanaka is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Eckerson Group, The Bridges at Rancho Santa Fe, and Axos Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Veronica Bastow is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to that, she held roles at US Tech Solutions and Florida Destinations, and she also spent four years at the University of South Florida St. Petersburg. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Frank Kraft is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior experience includes roles at Bank of America, Merrill, BMO Harris Bank, and SunTrust Advisory Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Aaron Weser is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tampa, Florida. He serves the wealth management needs of high-net-worth individuals and multiple generations of their families. He utilizes his background in portfolio strategy to help clients create tailored financial strategies that align with their most important objectives. Aaron has held several roles within Merrill Lynch, including Financial Solutions Advisor, Associate Wealth Management Specialist, Investment Associate, and Portfolio Strategist. His expertise includes portfolio management services, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, and tax minimization. He focuses on helping clients gain confidence in their financial lives by formulating thoughtful financial plans and helping them navigate uncertainty. Aaron earned a Bachelor's degree in economics and finance from the University of Hartford and an MBA from Penn State University. He holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations. Outside of work, he enjoys cooking, football, golfing, reading, spending time with his family, traveling, and watching movies.

Ian Roach is a financial advisor with Edward Jones based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley, iPD Agency, and an earlier tenure at Edward Jones, as well as positions outside finance with Rinkside Sports, Art Monkey, and USA Hockey. Outside of his advisory work, he drives for Uber on weekends in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Gashonia is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. 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, managing approximately $2.74 trillion in client assets.

Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.

Thomas Mitchell is a Series 66-licensed financial advisor with LPL Financial, based in Brandon, FL, and has five years of industry experience. His prior roles include positions at CenterState Bank and First Citrus Bank. He serves on the board of Florida Marketplace Ministry, Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ivana Lienau is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 credential and four years of industry experience. She has been with Wells Fargo Clearing and its affiliates since 2016. In addition to her advisory role, she performs freelance translation work through Upwork. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Rumbles is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Tampa, FL. He previously worked at Ameriprise Financial Services, Inc., Cuso Financial Services, LP, and Grow Financial Federal Credit Union. Outside of his advisory role, he is involved with Grow Financial Investment Services, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of financial planning and investment management services.

Tammy Pleicones is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.