Devyn Bachi is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, Devyn worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed education at the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Douglas Canna is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with LPL Financial since 2009 and has operated Canna Investment Management, Inc. since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

James Ryan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he was involved with Kalamazoo Olive Company LLC for a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes a structured financial planning process that uses firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Mark Hofle is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Michael Sarafian is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior roles include positions at Morgan Stanley, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he is the owner of Sunshine Thrift Supply, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.

Brian Heitler is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also involved in privately held investment-related businesses, including full ownership of Heitler Financial Services, Inc. and partial ownership of Egan Heitler, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas using proprietary research and tools, with client choice in implementation through various brokerage and advisory programs.

Nelson Rodriguez Orsini is a financial advisor with Charles Schwab, holding Series 65 and Series 63 designations and one year of industry experience. His prior experience includes roles at Merrill and Bank of America, as well as positions in various companies and educational institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm employs a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios alongside due diligence on alternative investments.

Zachary Medawattage is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has been with Fisher Investments since 2018, following his education at Eastern Illinois University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Scott Heyer is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Tracey Nightingale is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Morgan Stanley, USAA Life Company, and Usaa. She has also operated a travel-related business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Morris 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 in 2023, he worked at Portland Brew and held roles at the University of Colorado and University of Tennessee. Outside of finance, he has experience as a freelance landscaper and pressure washer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range 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 approved tools and scenario modeling.

Jacob Rios is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was employed by Global Spectrum LP and Florida Agricultural & Mechanical University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Roger Gluck is a financial advisor at Morgan Stanley in Tampa, FL with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, Gluck spent 15 years with T. Rowe Price Investment Services, Inc. He also worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, supported by internal research and manager oversight.

Theresa Lewis is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Carter is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Carter has been with Ameriprise since 2018, serving in his current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Robert Robinson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their individual ambitions. His work emphasizes planning for key life goals, including funding education, preparing for retirement and healthcare expenses, and developing tailored strategies to support long-term family objectives. Robinson holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Florida. His approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Brandon Bowen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of his advisory work, he serves as the director of a technology company called Chronicles Anonymous. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured planning tools and investment models to support client goals.