Brian Townsend is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies.

James Moroney is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and began his career at Citigroup Global Markets in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ruben Blaya Leyva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that address a full financial picture, helping clients pursue their long-term goals through a flexible approach suited to changing market conditions. Ruben provides access to Merrill's investment insights combined with Bank of America's banking convenience and lending solutions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Ruben holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Florida - Saint Petersburg. Ruben is involved with professional and community organizations such as Feeding America, Feeding Tampa Bay, and New Life Warehouse. He is bilingual in English and Spanish. Outside of work, Ruben enjoys basketball, cooking, football, hiking, music, reading, running, spending time with his family, traveling, and writing.

Robert Sklaver is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at Charles Schwab and Fisher Investments, spanning from 2015 to the present. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Samuel Ryder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial guidance tailored to individual clients’ unique needs. He works closely with high net worth families, business owners, physicians, attorneys, and professionals, focusing on portfolio management, retirement planning, and family wealth management strategies. Samuel offers comprehensive services including divorce transition planning, executive compensation, institutional and corporate benefit services, as well as support for endowments, foundations, and non-profits. With a Bachelor’s Degree from Florida Southern College, Samuel holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding clients’ priorities to develop strategies that help preserve wealth, plan for retirement, and create lasting legacies. Additionally, Samuel provides tailored lending solutions through Bank of America to enhance clients’ financial flexibility. He is involved in community organizations such as 4-H, Rotary, and the Salvation Army. Outside of his professional work, Samuel’s personal interests include adventure sports, baseball, basketball, boating, fishing, football, golfing, reading, scuba diving, and spending time with his family.

Joshua Starnes is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Hornor, Townsend & Kent LLC and has experience in educational roles at Florida Gulf Coast University, Tampa Prep, and Corbett Prep. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios from internal and third-party sources.

Jeffrey Cerven is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously operated Classie Growers LLC for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

George Brkljacic is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks and Summit Financial Group. Outside of his advisory work, he owns a financial coaching business, The Money Coach LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both proprietary and third-party research.

Stephanie Stanfield is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2016 and Regions Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with a wide range of program options.

Thomas Wagner is a Series 66-registered financial advisor with UBS Financial Services in Tampa, Florida, where he has worked since 2013. He has 23 years of industry experience. Wagner serves on the boards and committees of nonprofit organizations focused on support for disabled citizens, including UPARC Foundation and The Arc Tampa Bay Foundation, and he also works with the Pinellas County Supervisor of Elections. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Kristhian Estrada is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Truist Advisory Services, and Revolution Technologies. He is based in Lakeland, FL. 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 institutional accounts.

Jennifer Rodriguez is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2009 and also has a part-time role as a travel agent with Cruise Planners and Mirabella Travel. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

John Webermeier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010, with prior experience at Ameriprise from 2007 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass various investment and planning strategies.

Jeffrey Clements is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. His current roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 supported by firm-approved tools and portfolio modeling techniques.

Cecelia Perez is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and with eight years of industry experience. She has been with Raymond James Financial since 2016. 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 investors, and charitable organizations—and offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lynn Campbell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Todd Raquet is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anthony Iannucci is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to each client's unique financial situation and long-term goals. Anthony leverages the investment insights of Merrill and the banking and lending services of Bank of America to address the evolving market conditions and help clients pursue their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony earned his high school diploma from Carle Place High School. Beyond his professional responsibilities, he is committed to community involvement, actively volunteering with local organizations in alignment with Merrill's tradition of community participation.

Dianna Van Camp is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, including her current role since 2017. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Ebberhart is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020. Prior to that, he was employed at Credit Control and Anchor Wealth Management and studied at the University of South Florida. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services through a select group of Wealth Advisors on a non-discretionary basis.