William Stylos is a Series 66-licensed financial advisor with LPL Enterprise, based in Tampa, FL. He has 10 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various non-securities products through its affiliated entities.

Kultar Bindra is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, UBS Financial Services, and Morgan Stanley. Outside of his advisory work, he is an author of the book *TEARS IN THE FLAG*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Gaston Piscicelli serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals. Gaston holds a Juris Doctorate Degree from the Universidad de Buenos Aires. He carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).

Angela Fernandez is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and having 18 years of experience at Merrill. She serves as a board member for Meals on Wheels of Tampa and is involved with the fundraising committee for Friends of Caritas Cuba, a charitable organization supporting humanitarian efforts in Cuba. 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, pension plans, corporations, and charitable organizations.

Nicholas Jenkins is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds a Series 66 designation and has prior experience at the Internal Revenue Service. Outside of finance, he has been involved with MHB Grill LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Hanson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He has been providing wealth management consultation to high net worth individuals since 1979. Mark's expertise includes portfolio management using various asset allocation models, concentrated stock management strategies, and diversification methods. He focuses on areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Mark earned his Bachelor's degree in Finance from the University of South Florida School of Business in Tampa, Florida. He holds the Professional Investment Advisor (PIA) designation. Raised in Tampa, Florida, Mark has been married to his wife Cathy for over four decades. He enjoys spending his leisure time with his wife, their two adult children, and grandchildren. His personal interests include baseball, football, golfing, hiking, and music.

Thaddaeus Money is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Investment Management Company and USAA Life Insurance Company. Outside of advising, he serves as a Precinct Supervisor for the Pasco County Supervisor of Elections. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a variety of investment products.

Steve Tonello is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC, as well as employment at the University of South Florida. 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 model portfolio programs, and supports its advisors with various operational and research tools.

David Buono is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 registrations and four years of industry experience. He has previously worked with firms including Wells Fargo Clearing, Securian Financial Services, and Trinity Wealth Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Monica Kirkland is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation. She has one year of industry experience and has previously worked at several firms, including Tango International and Atrium Staffing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Marchese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Tina Hicks is a financial advisor with Raymond James & Associates in Lakeland, Florida. She holds Series 63 and Series 66 designations and has 27 years of industry experience, including 15 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Brooke Banning is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. Her prior employment includes roles at AllianceBernstein and J.P. Morgan Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Matthew Frese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at E*Trade Securities LLC and Simm. Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Albert Ruas is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms.

Stephanie Jones is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing eight years of industry experience. Her work history includes positions at Morgan Stanley Private Bank and Wells Fargo Clearing Services LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jackson Del Valle is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and spent one year at Morgan Stanley Private Bank, N.A. Prior to his financial career, he has experience working at Casino Beach Bar and Grill and attended Florida State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model financial outcomes, primarily acting in an advisory capacity without providing individual security recommendations in standalone plans.

Jack Bank is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Investable Solutions and PayDay Employer Solutions, and he attended the University of Arizona. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Patrick Selhorn is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2024, with prior experience at Malibu Beach Club in 2022 and a background as a student from 2016 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.