James Adams is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Morgan Stanley in Tampa, Florida, where he has worked for three years following a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, focusing on comprehensive advisory support rather than individual security recommendations.

Patrick Petkovich is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial Services since 2001 and has operated Petkovich & Associates since 2011, where he serves as president and sole director. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and public finance capabilities.

Amy Long is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Valic Financial Advisors, and USAA Financial Planning Services. Amy is based in Tampa, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Collin Seal is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at TPC Louisiana and Saint Johns University. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tiffany Massay is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her career includes roles at JPMorgan Securities LLC and Regions Bank, as well as involvement with Dharma Southern Kitchen LLC. She also participated in the University of South Florida Student Government during her studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ronald Clark is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Clark is also owner of The Money Coach LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Andrew Martinez is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Uber Technologies Inc. and worked in various roles while attending Florida State University. Outside of his advisory work, he was employed by Uber in a non-investment-related capacity. Morgan Stanley Wealth Management serves individual and institutional clients by 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 through both direct and corporate financial planning agreements.

Olivia Caputo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked for GreenBridge Wealth Management and held roles outside finance, including at Specialty Restaurants Corporation and Kirklands Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Patricia Griffin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Tristan Kassel is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has a diverse background including roles outside of finance, such as working with Fitness 2 Go. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates both retail and institutional services.

Matthew Cox is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Charles Schwab in 2020, he worked with USAA Financial Advisors and USAA Financial Planning Services. He is actively involved in the Bayport Yacht Club, where he has held several leadership roles including Commodore and Fleet Captain. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, with a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Jeffery Hunt is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 registrations with 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he was involved with New Day Church and New Day Church of Florida from 2018 to 2021. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program relying on model-delivery strategies managed by unaffiliated managers, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Haykuhi Poghosyan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial guidance tailored to the unique situations of her clients. Her areas of expertise include college education planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income planning. Poghosyan holds a Bachelor's Degree from Yerevan University of Economy and Law. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Armenian, she is committed to building lasting relationships founded on trust, integrity, and genuine care. Her approach focuses on understanding clients and their families to develop personalized strategies that support their financial goals. Outside of her professional work, Haykuhi enjoys cooking, dancing, music, and traveling. Her mission is to be a long-term partner who helps clients navigate their financial journey with clarity and confidence.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nicholas Novak is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at Oppenheimer and Atlantic Warrior Inc. Before entering the financial industry, he also worked in education and the restaurant sector. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jonathan Serrano is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.