Ryan Savitt is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. His background includes roles at Morgan Stanley since 2024 and prior experience with Exos. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

David Garcia Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and White Rhino Products. Outside of his advisory role, he is involved in property management through a sole proprietorship. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

John Mathews is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to support tailored client strategies.

Von Cook II is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 23 years of industry experience. He has worked with firms including VOYA Financial Advisors and Morgan Stanley. Outside of advisory roles, he co-owns a custom beach attire business and serves on the board of the Financial Services Institute. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Paige Theobald is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2024. Prior to her current roles, she worked in various positions including at Saint Francis University and the Hockey Sticks Cafe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Tammy Alumbaugh is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2021, as well as previous entrepreneurial ventures including managing Soul Cage and Soul Cage Massage for over two decades. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and offers oversight through discretionary management and custody services.

Jacob Schick is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, and has two years of industry experience. His prior work includes roles at Fresh Market, Liberty Mutual Insurance, Lowe's, and involvement with the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Nicole Smith is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial and BT Wealth Advisors since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Richard Rios is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2019 and was previously with Ameriprise Financial Services, Inc. from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Nicole Minutello is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and having started her industry career in 2024. Prior to joining Morgan Stanley in 2025, she worked at SitusAMC from 2022 to 2024 and at NTC - A Covius Solution from 2016 to 2022. 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 conversations and firm-approved tools.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked for UBS Financial Services Inc. for 16 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, non-discretionary investment consulting, and institutional fiduciary services.

Leeann Lambert is a financial advisor at Raymond James & Associates in Lakeland, FL, holding a Series 63 designation with 26 years of industry experience. She has been with Raymond James & Associates since 2011. 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, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services typically structured as non-discretionary relationships.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Billy Slater is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with over 14,000 financial advisors and manages approximately $671 billion in assets.

Robert Peterman is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. His prior roles include positions at Charles Schwab and USAA Investment Management Company. 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 research.

William Graddy III is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked six years at Stream Realty Partners and spent four years at the University of Florida. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning using firm-approved tools and programs, including specialized services such as Divorce Planning and employer-sponsored planning.

Eric Parker is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life. He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.

Jessica Mc Neil is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Members Trust Company, Morgan Stanley, Regions Bank, and Suntrust Bank. 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 and discretionary investment guidance using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services.

John Faircloth Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of a condominium association in Belleair Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.