Vladyslav Vershov is a financial advisor with Morgan Stanley in Tampa, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at The Associated: Jewish Federation of Baltimore and Maryland Healthcare Clinics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

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 at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory role, she is a managing member and 33% owner of a Longboat Key investment-related entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—and offers non-discretionary financial planning, investment consulting, and institutional fiduciary services.

Kevin Riscassi is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes positions at Grimaldi's Pizzeria, Conch House Marina, and PFS Investments Inc. He is also affiliated with Flagler College, Bishop Verot High School, and Lexington Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kenneth Vaughn is a financial advisor at Morgan Stanley in Tampa, FL, holding the Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Nineteen61 and Ecoshield, as well as experience in education at Florida State University and George Jenkins High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial and estate planning.

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 at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Nicholas Manns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and has experience in both education and wealth management firms. He is a partner in Coastal Bay Tax & Consulting and serves as vice president of Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Sharon Toston is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell And Reed, Inc, various insurance carriers for W&R Insurance Agency, and Bayrock Nelson LLC. She also operated Command Your Clutter, a business she managed for nine years. 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 through a large network of investment adviser representatives.

Gerald Reid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Primerica Financial Services since 1991 and is also associated with PFS Investments Inc and EHR Financial Group. Outside of advisory roles, he is a managing member of RVP Training Center LLC and owns Gerald Reid & Assoc., Inc., an investment-related business. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trade execution to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Morgan Jones is a Series 66–licensed financial advisor with Morgan Stanley in Tampa, FL, where he has worked since 2025. Prior to his advisory role, Jones held various positions including roles at The University of Tampa and Schulte Hospitality. Outside of financial services, he is employed as a waitress at Hotel Tampa Riverwalk, a restaurant and nightclub in Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.

Patrick Bungo is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Cetera. Outside of his advisory role, he is involved as an insurance agent with Compass Health Consultants, focusing on health, dental, and vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and proprietary programs to deliver personalized investment solutions.

Fabienne Bagwandeen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at E*Trade Securities and several educational organizations such as Charter Schools USA and the Pasco County School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Andrew Cucchiaro is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2019. He is based in Clearwater, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Krug is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Morgan Stanley and Florida Financial Advisors and has a background in education, including a role as an SAT prep instructor and mathematics tutor. Outside of advising, he has been involved with WyzAnt as an employee focused on education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Kimberly Piercey is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2013, with a prior tenure at the firm from 2008 to 2010. Outside of her advisory role, she serves as a co-guardian advocate for a family member and is a notary public in Zephyrhills, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven approaches grounded in diversification and modern portfolio theory.

James Ware is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007, currently based in Tampa, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Barranco is a financial advisor with J.P. Morgan Securities in Odessa, FL. He holds the Series 66 designation and has 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011, as well as a position at Pasco Hernando Community College. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research to support its advisory process and incorporates a range of investment strategies, including ESG considerations.