Patrick Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill from 1993 to 2022, Bank of America from 2009 to 2022, and Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s return estimates to support its financial planning process.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at National Asset Management and Gilman Ciocia, Inc. He is also a CPA and financial professional at Generations Tax & Wealth Management, where he provides investments, accounting, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, supporting various program options and custodial relationships.

Robert Griffin is a financial advisor at Merrill in Tampa, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm’s investment approach includes strategic and tactical asset allocation with options designed for tax-sensitive investors.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cetera and Regions Bank. He is also involved in entrepreneurial activities through ownership and management of non-investment business entities. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Srdjan Misic is a Financial Consultant currently working at Fidelity Investments since 2022. He has over 10 years of experience in the financial services industry, having held various roles including Portfolio Specialist and Client Management Representative at Fidelity Investments, Premier Banker at Suntrust (now Truist), Private Banker at Wells Fargo, and Investment Services Representative at Northwestern Mutual. Throughout his career, Srdjan has focused on developing financial plans tailored to clients' goals and priorities by understanding their financial situation and crafting suitable strategies. His professional approach emphasizes building relationships based on trust, open communication, and guidance. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2009. Reese also has an association with Tampa Bay Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals across a large advisor network.

Nicole DiPinto is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In her position, she works closely with clients and the advisory team to facilitate thoughtful and organized meetings. Nicole is committed to making the financial planning process seamless and personalized by building lasting relationships and helping clients feel confident in their plans. Outside of her professional responsibilities, Nicole enjoys attending concerts, exploring culinary experiences as a foodie, skiing, and practicing yoga.

Brian Rockwell is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James & Associates since 1996. 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 that includes individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning. Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village. Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. Outside of his advisory role, he is involved in marketing and sales of fixed insurance products through his insurance agency, Total Resource Financial. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers and wrap programs.

Kent Voges is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 65 designation and has previously worked at VALIC Financial Advisors for 28 years and Agia for four years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. His prior experience includes roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is an owner of the website facegrab.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, INC. He is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Roderick O'Connor is a financial advisor with Edward Jones in Safety Harbor, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he coaches swimming at a country club aquatic center and writes articles online about parents who have lost children. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and reported approximately $1.01 trillion in assets under management.

Keith Mevorah is a financial advisor with LPL Financial in Odessa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his financial advisory role, he is involved in mechanical restoration as an automotive restorer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Michael Reinhardt is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Fisher Investments, Morgan Stanley, and T. Rowe Price. He also served in the Army National Guard for five years and has been affiliated with the University of Florida since 2012. Charles Schwab 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 a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Roy Echols is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cuna Brokerage Services, Inc. and Suncoast Schools FCU / Members Trust Company. Echols is based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Henry Alava is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency that provides employee benefits, retirement programs, and financial planning services. Outside of his advisory roles, he serves as a board member and social chair for St. Timothy Catholic Church Men's Club in Lutz, Florida. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services across various client types and program structures.