Heather Sickler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She previously worked at SunTrust Bank and SunTrust Investment Services from 2012 to 2016 before joining Wells Fargo in 2017. Outside of her advisory role, she operates an online business selling handmade and decorative items. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Hilary Wynn is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, CapFinancial Securities, and Wells Fargo Advisors. Merrill 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.

Ling Lin is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Lin worked for three years at the Laser Spine Institute. Lin holds a Series 66 designation and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Laura Hickman is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Keybank, and their affiliated investment services. Outside of her advisory role, she is an independent representative for a cosmetics business in Florida. 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.

Joseph Hong is a financial advisor with Morgan Stanley in Tampa, FL. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked in various roles outside the financial services industry, including positions at Total Quality Logistics, Masa Tallahassee, BJ's Brewhouse, Potbelly's, Sam's Club, and Freedom High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through both direct individual plans and corporate financial planning agreements.

Gabriel Hooven is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining integrated custody, brokerage, and advisory services.

Tara Clark is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with OSAIC since 2018. She previously worked at Signator Investors and has been involved with GFA Financial Group for over 20 years, where she also sells term and universal life insurance. Outside of her advisory role, she co-owns a beach villa in St. Petersburg, Florida. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Rockcliff Christie is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Primerica Advisors. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Paul Cusma is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and proprietary tools and includes a wide range of retail and institutional offerings.

Christopher Caruso Schatz is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, he held positions at Wrap Technologies and Think Equity, among others. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored arrangements.

Victoria Morin is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and has previously worked at Ameriprise and various other organizations. Outside of her advisory role, she is a co-owner and founder of Fifi's Inv, a business focused on developing pet supplements for dogs. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved tools and delivers recommendations without investment discretion.

Robert Carney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2013. Carney is also the owner and president of Carney Investment Management LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning, investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research resources.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Leslie Thornton is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2016 and serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that utilizes firm-approved tools and strategies to support clients' financial goals.

Kevin Karpay is a financial advisor with Robert W. Baird & Co. in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and a legislative office for Congresswoman Kathy Castor. He serves as an investment committee member and Vice President of Philanthropy for Tampa Jewish Family Services. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Alan Mevorah is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advising, he is an independent insurance agent selling life, annuity, long-term care, disability, and medical insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Todd Davies is a CFP® with 18 years of industry experience, currently advising at Cetera since 2021. He previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in both private banking and Smith Barney divisions. Outside of his advisory role, he serves on the Board of Trustees for Seminole Heights UMC, assisting with church building maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse program options including model portfolios, third-party manager selections, and bespoke strategies, managing over $256 billion in assets.

Kazumi Santiago is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jeffrey Dierksheide is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Grow Financial Federal Credit Union, CUSO Financial Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.