Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. 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 more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Taylor is a financial advisor at Mass Mutual Investors Services in Tampa, FL, holding the ChFC® designation with 15 years of industry experience. His prior experience includes roles at Northwestern Mutual from 2011 to 2018. Outside of his advisory work, he serves on the board of the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm structures planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver recommendations focused on investment strategies.

Jonathan Arellano is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill and has held roles at Bank of America, N.A. since 2017 and previously worked at Fifth Third Bank from 2015 to 2017. Outside of his advisory role, he is a part owner and investor in New Fortuna Ventures LLC and serves as a board member of Junior Achievement of Tampa Bay. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Shumate Brown is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. prior to joining LPL Financial in 2007. She is a member of the Tampa Bay Estate Planning Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Ezequiel Feliciano Bonet is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Suncoast Credit Union. He also worked at the University of South Florida before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes roles at firms such as Morgan Stanley, Ameriprise, Citigroup Global Markets, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Christopher Slaven is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. Outside of his financial advisory work, he has engaged in modeling as an independent contractor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee analyses as part of its process.

Lindsey Matro is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 credential with 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Austin Schonbrun is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Robert W. Baird & Co., where he has been since 2021. Prior to joining Baird, he held various roles at Northwestern Mutual from 2013 to 2021. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and tools including artificial intelligence.

Sima Tamaddon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2026. She previously served as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026 and worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima approaches her work as a long-term partnership with clients, emphasizing consistent communication and comprehensive planning that adapts as their lives and goals evolve. She believes that maintaining a steady relationship through shifting markets and changing circumstances helps build confidence. Throughout her career, Sima has focused on private wealth management and wealth planning, supporting clients in navigating the complexities of financial decision-making. Outside of her professional responsibilities, she enjoys running and playing tennis.

Eliel Alonso is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2012, with prior experience at Branch Banking and Trust. 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 uses research-based approaches incorporating diversification and modern portfolio theory.

Christine Moise is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets before joining J.P. Morgan Securities in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

Tiffany Sanchez is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 65 designation and has worked at firms including Cetera Advisor Networks, FOX Wealth Management Group, and Summit Brokerage Services. Outside of her advisory role, she owns a lifestyle brand called CRUZZEN. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and access to third-party advisers, managing a multi-billion dollar asset base.

Haiou Allen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, Allen worked at E*Trade Securities LLC and had a background with Mosquito Hunters of Tampa. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and analytical tools without providing individual security recommendations as part of standalone plans.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Tyler Linkowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Maia Wealth, LLC, MML Investors Services LLC, MassMutual, and Vindication Brewing Company. Outside of his advisory role, Tyler works as an employee benefit consultant at OneVision Enterprises, LLC, a business consulting company. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs proprietary model strategies and provides both discretionary and non-discretionary management across multiple platforms.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.