Matthew Antos is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2008. He manages operations for a nonprofit organization, the Florida Nurseryman, Growers, and Landscape Association. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a national network of investment adviser representatives offering diverse advisory programs and financial planning services.

Michael Valdes is a Private Wealth Advisor and the founder and senior advisor of The Valdes Group at Merrill Private Wealth Management. Since joining Merrill in 1985, he has directed a team of advisors who cater to the distinctive needs of ultra-high-net-worth clients. Michael specializes in developing wealth management strategies, focusing on areas such as asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification to help clients pursue their investment goals. Michael earned his Bachelor's degree from Loyola University in New Orleans, Louisiana. He holds the Personal Investment Advisor (PIA) designation and has been recognized nationally, including multiple listings on Forbes' "America's Top Wealth Advisors" and "Best-in-State Wealth Advisors" rankings. His expertise extends to managing the impact of macro-economic movements on investment returns, refining strategies in response to changing market conditions. Born and raised in Tampa, Michael is married and has four daughters. He is involved in community philanthropic efforts including The V Foundation for Cancer Research, The Straz Center for the Performing Arts, St. Joseph's Hospital, Jesuit High School, the Academy of The Holy Names Softball program, and Christ the King Church. He has also managed youth softball teams that have achieved significant championships.

Heidy Pagan Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities, bringing 21 years of industry experience. His career includes roles at Thrivent Investment Management, Charter Communications, and Florida Blue prior to joining J.P. Morgan in 2020. Outside of his advisory work, he manages several rental properties in Florida and Alabama. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers customized solutions delivered on a non-discretionary basis.

Margaret Pacheco is a financial advisor with Stifel in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Samuel Taylor is a financial advisor with Wells Fargo Clearing in Tampa, FL. He holds a Series 63 designation and has five years of experience at Wells Fargo Clearing following roles in fitness and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jessica Agostinis is a financial advisor at Merrill in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is involved in entrepreneurial activities, including developing a candy invention and co-managing an online affiliate advertising business related to home security products. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party managers.

Mason Trippe is a financial advisor with UBS Financial Services in Tampa, FL, holding the Series 66 designation and four years of industry experience. His career includes roles at UBS Financial Services, The Mather Group, Cardinal Group, and Raymond James. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Steven Brazell is a Series 66-licensed financial advisor with LPL Financial, based in Tampa, FL, and has three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones and First Command Brokerage Services. He served in the United States Army for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Michael Minter Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Stephanie Klausing is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo entities since 2007, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Klausing is based in Hudson, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Hannah Crevier is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2021 and previously spent eleven years with Functional Pathways. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patricia Green is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm. 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, institutional clients, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Christopher Coram is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wade Harvey is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to his current roles, he has extensive experience at Citigroup Global Markets dating back to 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategy services, supported by structured planning tools and research from the Global Investment Committee.

Daniel Westuba is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2022, he worked at First Command Advisory Services and associated entities from 2009 to 2022. He has a business entity, Danwest Inc., registered for non-investment related purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Laine Wilson is a financial advisor with Merrill in Apollo Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. Outside of advising, Wilson works as a consultant and independent contractor selling crafts on Etsy. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Velen Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been providing wealth management services since 1988, with experience supporting successful individuals and their families through customized investment planning, retirement planning, and credit solutions through Bank of America. Velen's expertise includes facilitating clients' access to financial services such as cash management, liability management, and estate planning, as well as financial education for the next generation. Velen joined Merrill in 2004 after 16 years in private banking and wealth management at national banks. She holds a Bachelor's degree in Multinational Business Operations with a minor in Spanish from Florida State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. Additionally, she holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Tampa, Velen resides there with her family. She is actively involved in the community, serving as a founding board member of Young Catholic Professionals Tampa, a member of the board of trustees for the Academy of the Holy Names, and participating in various philanthropic and community organizations. Velen and her team have received multiple recognitions from Forbes for their wealth management services, including listings on the "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams Private Wealth."

Matthew Dugan is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held positions at Fisher Investments since 2022 and previously worked at Peace River Electric Cooperative and NorthStar Home. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Grayson Davis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 65 and Series 63 licenses and having two years of industry experience. He has previously worked at Norland Capital, Specialty Dental Brands, and Totality Ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.