Thomas Mc Cormick III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Schwab in 2019, he worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. from 2010 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and alternative investment opportunities within an integrated operational framework.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at firms including Garrel Miani Financial Group, NYLIFE Securities, New York Life Insurance Co, Pruco Securities LLC, The Prudential Insurance Company of America, and VALIC Financial Advisor, Inc. Outside of finance, he is the founder of two businesses: Red Rum International, an apparel wholesale and retail company, and Delgiudice Enterprises, an advertising and marketing firm. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers, utilizing asset allocation tools and managed-account solutions across various investment types.

Jessica Stroh is an investment representative at OSAIC with a Series 66 license and one year of industry experience. She has previously worked at Capital Planning Group and Vilardi Wealth Management. Outside of financial services, she has been involved with the Monroeville Marlins Swim Association for five years and has experience at Gateway Hospice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Marcos Stewart is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and Primerica Financial Services since 2014, following a 20-year career at AT&T. Outside of his advisory role, he works part-time as a delivery driver for Door Dash and Uber Eats. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap fee structure rather than fixed fees.

Samantha Bussiere is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at E*Trade Securities, HarborOne, Santander Securities, and Santander Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly to individuals as well as through Corporate Financial Planning agreements.

Jeffrey Clark is a CFP® professional with 39 years of industry experience, currently serving as an advisor at LPL Financial since 2002. Based in Trinity, FL, he has spent over two decades with LPL Financial and operates the CarriageGate Wealth Management business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions, offering a range of financial planning and advisory programs supported by research and model portfolios.

Brent Golden is a financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2017 and holds a Series 65 designation. Prior to joining Fisher, he was affiliated with Baylor University. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Joseph Snider is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with under one year of industry experience. His work history includes multiple roles at Morgan Stanley interspersed with positions and studies at the University of Florida, as well as employment at Downtown Fats, The Grand Marlin, and teaching roles at Gulf Breeze High School and Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning services and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

John Stauffer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior roles include positions at The Edison and Vip Rips, as well as experience in education at Florida State University and T.R. Robinson High School IB. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.

Jerry Brewster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Outside of his advisory role, Brewster serves as an elder at Trinity Church of Christ in New Port Richey, Florida, and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Martyn Ballestero II is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at New York Life Insurance Co, HD Vest Insurance Agency, HD Vest Advisory Services, and Investment Professionals, Inc. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Douglas Horner is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at Harwood Advisory Firm, Strategic Advisers, Inc., and Fidelity Brokerage Services. Based in Tampa, FL, Horner provides financial advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jonathan Cooney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Cooney holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by risk modeling tools.

Michael Hill Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in finance, he served in the United States Marine Corps for 20 years. He is a board member of the Reconnection Education Center, a nonprofit school in Odessa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors.

Eric Holder is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Holder serves as an officer and board member of the Florida Security Dealers Association, where he participates in industry discussions and planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Haywood Tellis is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 36 years of industry experience. His background includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent insurance agent and runs Tellis and Tellis Insurance LLC, focusing on homeowners insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and goal-based strategies.

Luke Drummond is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Cetera, he worked at Morgan Stanley and is involved with Generations Tax and Wealth Management LLC, where he provides tax-related services in addition to wealth management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large nationwide network of advisors and provides access to various third-party money managers and investment programs.

Isaiah Negron is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services. Negron is also involved in a non-variable insurance agency based in Riverview, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Raymond Tromba is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2019 and previously at EBCS and ISG. Outside of advisory roles, he is a partner in a real estate investment business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.