Donald Burt is a CFP® professional based in Tampa, FL, with 25 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding experience at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Burt is also a business owner of Lightforged Logistics, a home-based venture unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by research and technology, providing both discretionary and non-discretionary management options.

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.

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 with Ameriprise in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, he was co-owner of Reed Between The Knives LLC, a Cutco cutlery business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Meehan III is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Financial Specialists LLC. Outside of advisory work, he is involved in political consulting through Meehan Political Consulting, focusing on direct mail and digital marketing design. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active sales of financial products.

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 licenses and has previously worked at Humana and Suncoast Credit Union. Outside of advising, she also works as a driver for Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Dawn Gatti is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, from 2014 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Vladyslav Vershov is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at The Associated: Jewish Federation of Baltimore and Maryland Healthcare Clinics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Brandon Moe is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Arcus Family Office Services. Outside of his advisory work, he volunteers with the Johnson Invitational fishing tournament, assisting in sponsorship facilitation and event setup. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate ecosystem.

Cindy Gibson is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining her current firm in 2021. Outside of her advisory role, she serves as a managing member of an investment-related entity, Beach Girls Condo LLC, in Longboat Key, Florida. 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, and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Kevin Riscassi is a financial advisor with Primerica Advisors in Tampa, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles outside financial services such as at Grimaldi's Pizzeria and Conch House Marina. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates with a large network of advisors and uses primarily model-delivery strategies created by unaffiliated asset managers.

Kenneth Vaughn is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Nineteen61, Ecoshield, and experience in education at Florida State University and George Jenkins High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses, with approximately $2.74 trillion in client assets under management.

Shawn Isaacson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill, Bank of America, Morgan Stanley Private Bank, MML Investors Services, and MassMutual. He is based in Palm Harbor, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and firm-approved tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Bijan Mohseni is a CFP® professional with 27 years of experience, currently serving as an advisor at Raymond James Financial in Tampa, FL. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Mohseni is also the owner of Investpro Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

James Petika is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2019 and previously was with Brown & Brown Insurance from 2015 to 2019. He holds a Series 66 designation. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Kucinskas is a financial advisor with Merrill in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. Kucinskas has worked at Merrill Lynch, Pierce, Fenner & Smith 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.