Eric Bennett II is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing one year of industry experience. He has worked at Morgan Stanley since 2024 and previously operated Bennett Financial LLC since 2021. Before his advisory career, he spent six years working in education. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques, with clients responsible for implementing and maintaining their plans.

Steven Nordbeck is a CFP® professional with 39 years of industry experience, currently serving at Cetera Investment Advisors LLC since 2014. He also has a 20-year tenure at Achieva Credit Union. Outside of his advisory roles, he co-owns an equestrian boarding and training business with his spouse. Cetera Investment Advisors LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, corporations, and institutions. The firm operates a multi-manager platform, offering advisors various program options and access to third-party managers.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Cummings is a financial advisor at OSAIC with 33 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, he is an improv actor and comedian and serves as an Investment Committee Member for the Tampa Museum of Art. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party manager strategies.

Michael Stryczny is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at American Wealth Management, Inc., Raymond James Financial Services, Inc., and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a wide range of advisory strategies supported by technology tools.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.

Shaylan Patel is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Patel worked at PricewaterhouseCoopers and has experience in various roles including at The Family Clothesline and Fuse Frozen Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through tailored plans and corporate financial planning agreements.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and a wrap program.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Creative Mailbox Designs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad network, utilizing a range of investment strategies and technologies while operating one of the largest advisory platforms in the industry.

Stephen Katsarelis is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience at the firm, he specializes in organizing and simplifying clients' financial lives to help them focus on their true passions. Stephen’s approach emphasizes clear, jargon-free communication and personalized wealth management strategies tailored to each client's long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, legacy planning, retirement income, tax minimization, portfolio management, and women and wealth. Stephen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has earned a Master’s degree from the University System of Maryland as well as a Bachelor’s degree from Eckerd College. Stephen participates actively in his community, volunteering with organizations such as Community Disaster Relief and Junior Achievement. Outside of work, he enjoys biking, boating, cooking, fishing, music, skiing, soccer, tennis, traveling, and spending time with his family.

Lukasz Jeczalik is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Suncoast Credit Union. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Alex Zwolak is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors for six years. Outside of advising, Zwolak prepares tax returns through Ogborn Accounting, LLC, and manages his own financial advising practice under the DBA Keystone Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to multiple custodial platforms and alternative investments.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes service in the U.S. Army from 2016 to 2025 and roles with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies overseen by external asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Darrell Bickford is a Financial Consultant with Fidelity Investments in the Tampa investor center. In this role, he partners with clients to understand their goals and needs, working together to create, support, and maintain customized financial plans aimed at helping clients achieve their financial and investment objectives. Darrell has been with Fidelity Investments since 2016, progressing through various roles including Defined Contributions Service Associate I, Tax Exempt Service Associate I, Workplace Planning and Guidance Consultant I & II, Central Relationship Manager, Relationship Manager, and Planning Consultant before assuming his current position as Financial Consultant in 2025.

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.

Tracy Young is a CFP® and ChFC® with 21 years of experience in the financial services industry. Currently with Ameriprise, Young has previously worked at firms including Northwestern Mutual Investment Services LLC, Raymond James Financial Services, and Edward Jones. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Justin Ketcham is a CFP® certificant with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously held positions at Dollar General, the Federal Reserve Bank of St. Louis, Bull-or-Bear Finance, and Dot Foods, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

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.

Kevin Nick is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Peter Billingham is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has worked across multiple firms including Avantax and operates his own businesses providing tax preparation, accounting services, and insurance sales. Billingham also has experience in managing client relationships and supervising office operations through his ownership of Billingham Capital Management Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.