Robert Seehoffer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2017, including eight years at Morgan Stanley Private Bank, N.A., and previously worked at Royal Alliance Associates from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Stefanie Pontlitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2013 and previously held roles at Independent Financial Partners, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Pontlitz is also involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and advanced research tools.

Benjamin Holguin is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and previously worked at TD Ameritrade. Outside of his advisory role, he owns and manages rental properties. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Linda Fox is a CFP® with 26 years of industry experience, currently affiliated with Cetera. She has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. Outside of her advisory role, she is an NRA certified firearms instructor and owner of FOX Firearm Training Academy, where she conducts firearms safety classes. Fox also serves as a trustee, executor, and power of attorney for family legal matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Brett Elam is a Series 66-credentialed financial advisor at UBS Financial Services with 14 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a range of proprietary research, capital markets operations, and affiliated lending programs.

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Suncoast Credit Union and CUNA Brokerage Services, and has been with LPL Financial since 2022. In addition to his advisory role, he is involved with Suncoast Credit Union in a financial institution capacity. 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 portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of more than $819 billion in discretionary assets.

Donald Burt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held previous roles at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Outside of his advisory work, Burt is a business owner of Lightforged Logistics. 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 and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Joshua Davis is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, CUNA Brokerage Services, Suncoast Credit Union, and T. Rowe Price Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and systematic planning processes.

Lynn Andersen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Andersen has worked at Wells Fargo Clearing since 2003, with a combined tenure of 14 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions with a focus on research and diversification.

David Walker is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and PNC Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Alyssa Linn is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and three years of industry experience. She previously worked at Fidelity Investments and Indigo Octopus, and has experience that includes roles at Morgan Stanley Private Bank and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Noelia Jadav is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Chain Store Guide LLC and Buena Vida Homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Raymond Reed is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously co-owned Reed Between The Knives LLC, a Cutco Cutlery business. Prior to his current role, he worked at Heights Meat Market Brandon LLC and Vector Marketing Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to provide written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

George Meehan III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and CETERA Financial Specialists LLC. He also operates Meehan Political Consulting, providing consulting on political direct mail and digital marketing. LPL Enterprise offers investment advisory and brokerage services to a wide client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a primarily model-driven investment approach and provides access to third-party asset managers and insurance products through affiliated entities.

Pamela Dils is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Sergio Victores is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Relationship Manager from 2021 to 2023 and was a Financial Representative from 2019 to 2021, all within Fidelity Investments. Sergio's professional approach focuses on building trusted relationships and providing thoughtful financial planning tailored to each client's unique priorities. He is dedicated to helping individuals and families work toward their most important goals and serving as a dependable resource in managing their portfolios. Outside of his professional responsibilities, Sergio has interests in cars, football, golf, movies, music, and traveling.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Dawn Gatti is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, PNC Capital Advisors, LPL Financial, and Invest Financial Corporation. Dawn is based in Palm Harbor, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.