Matthew King is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2022, he worked in various retail and service roles including at Safeway and Chicken Salad Chick. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and the Global Investment Committee’s market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through direct and corporate financial planning arrangements.

Anthony Russo Jr. is a financial advisor with Ameriprise in Wesley Chapel, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Angel Figueroa is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan and SunTrust Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with more than 10,000 advisors and approximately $256 billion in assets under management.

Matthew Collington is a Series 65-registered financial advisor with Edelman Financial Engines, based in Tampa, FL. He has five years of industry experience, including prior roles at Raymond James & Associates and Financial Engines Advisors. Collington’s career also includes positions at Trinity Wealth Securities, Florida Financial Advisors, and the Scion Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice.

Michelle Ruiz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2013. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ethan Denslow is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he was a financial consultant at Florida Financial Advisors. He also has experience in fixed insurance sales through a separate business activity. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at T. Rowe Price Advisory Services and Aspire Financial Services. Outside of her advisory role, she operates The Purposed Professional LLC, providing career consulting and resume writing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Berni Castillo is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes positions at Jpmorgan Chase Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a structured program offering written asset allocation advice, investment manager searches, and customized performance reporting.

Robert Scott is a financial advisor with MassMutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo. Outside of his advisory duties, he operates an insurance brokerage specializing in life, disability, long-term care, group insurance, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning and a range of specialized services including estate and employer-sponsored planning.

Francis Stoshak is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill and Florida Atlantic University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.

Patrick O'Keefe is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this capacity, he leads a team of Wealth Management Associates, focusing on fostering a collaborative environment and guiding the team to deliver comprehensive financial planning services to clients. He has been with Fidelity Investments since 2011, beginning as a Financial Consultant. From 2015 to 2018, he served as Vice President and Financial Consultant before assuming his current leadership position. His experience spans client partnership and financial plan development within the wealth management sector.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Desiree Kennedy is a CFP® and holds the Series 66 designation, with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

J.P. Ritchie is a Financial Consultant at Fidelity Investments, a position held since 2024. He has been with Fidelity since 2015, holding various roles including Wealth Management Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on partnering with clients to develop personalized financial plans that align with their lifestyle and legacy goals. J.P. employs a client-first approach that involves a thorough discovery process to understand client priorities related to goals, family, and investments. He utilizes Fidelity's tools and resources to tailor financial plans to each client's unique needs and wishes. Outside of his professional role, J.P. has personal interests in boating, cooking and baking, golf, tennis, traveling, and yoga.

Sotiraq Qirjollari is a financial advisor with LPL Financial in Oldsmar, FL, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cetera Investment Services, Regions Bank, and PNC Wealth Management. He also operates SQ Wealth Management, an entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.

Nancy Toro Delcid De Figueroa is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill and Bank of America from 2016 to 2024. Outside of her advisory role, she is co-owner of a property management business in Florida. 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 financial planning and investment management services through a large network of advisors and employs various investment strategies including model portfolios and third-party asset management.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eddy Suriel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked previously at Bank of America, Merrill, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Teleshia Jones is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Primerica Advisors since 2022 and previously spent 15 years with Orange County Public Schools. Outside of her advisory role, she is co-owner and director of Dynamic Supports and Service, a personal care support service for individuals with developmental or intellectual disabilities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using a tiered wrap fee structure.

O'savion Buckner is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he was involved with the Tampa Metropolitan YMCA and worked at On the Spot Auto Repair. He also has a background in education, having worked at Trinity College of Florida and Community Christian School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with a broad suite of services extending to wrap programs, private funds, and principal trading activities.