Sean Farrell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2017, following a one-year tenure at Ameriprise Financial Services. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

Braden Silverman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 relationships and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Echevarria is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at West Marine and held various positions including roles in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

John Watt is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Scotlynn USA and Orthomax, as well as experience in the hospitality industry with Bounce House Social Eats and Bonefish Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced planning tools and the firm’s Global Investment Committee insights.

Lorenzo Martinez is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and New York Life Insurance Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios via systematic methodologies and long-term asset allocation benchmarks.

Darby Duncan is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in simplifying clients' financial lives through advice-based investment and planning guidance. He leverages over 18 years of prior banking experience to provide a unique perspective on managing both sides of a client's balance sheet, aiming to meet long-term financial goals. His expertise encompasses asset management, financial planning, and liability management, including access to securities-based lending, residential and commercial financing, and ultra-high-net-worth custom and structured lending through Bank of America. Darby attended the University of Florida and Auburn University, earning a Bachelor of Science degree in Finance from Auburn. Born and raised in Tampa Bay, he returned to the area following graduation to build his career. He has a Personal Investment Advisor designation and has been involved with Bank of America since 1997, serving in various roles including Premier Banking, branch management, and wealth management banking leadership. Darby is involved in the community through his role on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, a cause personally significant to him as a parent of a child with type one diabetes. He lives in Tampa with his wife, Dianne, and has two adult children who have both returned to Tampa after graduating from Auburn University.

Andrew Hereter 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, he worked at Bank of America and has experience in the restaurant and hospitality industry, including involvement with the Florida Cracker Fish 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 a structured discovery process.

Nathan Saladino is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He began his career in financial services in 2026 after working eight years at Assurant Solutions and seven years at Tampa General Hospital. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Ellery Willard Jr. is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Merrill for 12 years and currently manages the trust department for Hancock Whitney Bank. Willard is also involved with the AdventHealth Tampa Foundation finance committee and serves on the advisory council for the University of Tampa’s Sykes College of Business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Jordan Goodrick is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at Wayne Hummer Investments for 16 years and held roles at Citigroup Global Markets and Citicorp Investment Services. 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 financial planning and investment management services, including model portfolios and institutional platforms, supported by advanced operational and research tools.

Javon Enzor serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Specific details regarding his experience, areas of expertise, education, credentials, and personal interests have not been provided.

Alexander Worrell is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2017, following a prior role at Thyssenkrupp Elevator. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies.

Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Jack Kirkland Jr. is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2021, he worked at CBIZ MHM, LLC for 11 years. Outside of his advisory role, he serves on several committees for the Tampa Bay Performing Arts Center and is chairman of the Tampa Bay Performing Arts Center Foundation Board. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Norman Raymer is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with OSAIC since 2018. His prior positions include roles at Signator Investors, Inc., Transamerica Financial Advisors, OneAmerica Securities, Inc., and New England Securities. Outside of his advisory work, he is the Secretary of the Trevi Homeowners Association, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio management, supporting a variety of client strategies and third-party manager options.

John Ciko III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes multiple tenures at LPL Financial, as well as positions at Invest Financial Corporation and Gunnallen Financial, Inc. Outside of his advisory work, he has a non-investment business entity, Blue Sky Ventures 6173, Inc. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jack Corson is a financial advisor with Ameriprise Financial Services, LLC in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at HWJ Capital Partners II, LLC, Pride Rock Capital Management, and other firms in financial services and unrelated sectors. Outside of advising, he owns and operates Divergent Frequencies LLC, an event planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes tools and research to support asset allocation and Social Security decisions within a defined investment framework.

Ryan Fultz is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has held roles at Ameriprise Financial Services, LLC, Bankers Life, and Triad Financial Services, and previously worked at Troy University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joni Borawski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, PNC Wealth Management, Merrill, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and delivering model portfolios.

Jennifer Easley is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate and review retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions.