William Marsh is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, and has 12 years of industry experience. He has been with Morgan Stanley since 2019 and previously worked with USAA Investment Management Company and USAA Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Tucker Dooley is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Charles Schwab in Tampa, Florida, where he has worked since 2019. Prior to Schwab, he was employed at T. Rowe Price for three years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and alternative investment due diligence.

Marci Mustachio is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Smith is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Alison Janke is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She previously worked at Summit Financial Group Inc. and Summit Brokerage Services. Outside of her advisory role, she owns and operates a yoga studio in Port Richey, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment strategies, portfolio management options, and financial planning services delivered through a nationwide network of independent advisors.

Pamela Hansen is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Thrivent and its related entities since 2005. Outside of her advisory work, Pamela serves on the board of Cornerstone Family Ministries and participates in several mystery shopping programs and community volunteer activities, including a leadership role with Paint Your Heart Out Tampa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering planning separately from its managed-account services and typically conducting annual reviews of client recommendations.

Alexander Hanrahan is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He has previous work experience at BayCare and the YMCA of the Suncoast. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Turner Meek is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at Liberty National Globe Life and has experience in hospitality management at several country clubs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Patrizio Trippetti is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sokoh LLC and has held roles in educational institutions including Florida International University and Belen Jesuit Preparatory School. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Aaron Weinstock is a CFP® professional with 21 years of experience in financial advising, currently affiliated with LPL Financial since 2018. His prior experience includes six years at Invest Financial Corporation and 15 years with Tampa Bay Federal Credit Union. He operates under the Tampa Bay Financial Advisors DBA at Tampa Bay Federal Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Tara Cunningham is a Series 66-licensed financial advisor with Ameriprise in Tampa, FL, and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a co-owner of an LLC established to support her daughter's acting and modeling career. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, integrating both advisory and brokerage solutions.

Jeffrey Chernoff is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with IAT, Inc DBA Insurance and Trust for over a decade. Outside of his advisory role, he serves as Co-Chair of the Tampa Bay Chamber Policy Council and is Vice Chair of Stage Works, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Jamie Beineke is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Harbor, FL, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2017 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is the sole proprietor of a property management business in Clearwater, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs along with specialized estate planning strategies.

Michael Addessi is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Commonwealth Financial Network and has operated Addessi Financial Partners since 2015. Additionally, he has experience as an assistant tax preparer and holds a role as a fixed insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Faith Wilson is a Series 66-licensed financial advisor with Edward Jones in Clearwater, FL, where she has worked since 2018. She has seven years of industry experience, including time at Finnegan Real Estate Services and WW Grainger. Outside of her advisory role, she is an owner of a real estate investment LLC with her husband. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.