Collin Hunter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. He began his career as a Teller-Intern at Digital Federal Credit Union in 2021. In his current role, Collin partners with clients to develop financial roadmaps by understanding their personal stories, lifestyle, and legacy goals. He focuses on creating customized, comprehensive plans tailored to each client's unique objectives, aiming to deliver a world-class client experience. Outside of his professional responsibilities, Collin enjoys boating, fishing, fitness, social events with friends, golf, and traveling.

Kriss Bryan is a financial advisor with Primerica Advisors in Tarpon Springs, FL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Primerica Advisors since 2016 and also has professional experience with Amazon Inc., Humana/KMG, Teradyne, Inc., and Primerica Financial Services. Outside of his advisory role, he is the owner of KWB Entertainment, Inc. and an author. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies supported by third-party asset managers and serves a broad client base with approximately $15.5 billion in assets under management.

Jacob Wilsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at UBS Financial, Sunrun, and Fisher and Wilsey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Brendan Donoghue is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Audrey Hirst is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Flagship Bank, Lake Michigan Credit Union, and Pilot Bank. She also serves as a part-time adjunct professor at Baker College. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model recommendations managed by third-party asset managers and operates with a large network of advisors and offices.

Brian Garton is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at E*Trade Securities LLC and Total Quality Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model financial outcomes.

Gerald Weeks is a financial advisor with Raymond James Financial Advisors, Inc. in Palm Harbor, FL, holding Series 63 and Series 66 licenses and possessing 45 years of industry experience. He has been with Raymond James Financial Services and its affiliates since 2004 and also maintains a role as an independent agent in non-variable insurance since 2005. 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, and institutional investors. The firm offers tailored, non-discretionary planning and supports various advisory programs, with specialized municipal and public-finance capabilities.

Lara Yates is a CFP® with over 31 years of industry experience, currently serving at Ameriprise since 2024. Her prior roles include positions at Global Advisor Group, Raymond James Financial, and Berner Wealth Management. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering a structured service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

David Turner is a CFP® with 10 years of industry experience and has been with Cetera since 2015. He also maintains a role with Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Pamela Price is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and operates as an independent advisor through Sherpa Wealth Partners, LLC, which she co-owns with her partner. Additionally, she serves as a precinct deputy assisting voters at the Pinellas County Board of Elections. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew King 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 2022, he worked in various retail and service roles including at Safeway and Chicken Salad Chick. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and the Global Investment Committee’s market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through direct and corporate financial planning arrangements.

Matthew Collington is a Series 65-registered financial advisor with Edelman Financial Engines, based in Tampa, FL. He has five years of industry experience, including prior roles at Raymond James & Associates and Financial Engines Advisors. Collington’s career also includes positions at Trinity Wealth Securities, Florida Financial Advisors, and the Scion Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice.

William Carroll is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Carroll is also a notary public in Garden City, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Ruiz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and various positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as a registered commodity pool operator and advisor to multiple funds.

Ethan Denslow is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he was a financial consultant at Florida Financial Advisors. He also has experience in fixed insurance sales through a separate business activity. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at T. Rowe Price Advisory Services and Aspire Financial Services. Outside of her advisory role, she operates The Purposed Professional LLC, providing career consulting and resume writing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Berni Castillo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Castillo worked at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Carney Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors, LLC and Wells Fargo Private Bank. Outside of his advisory role, he serves on the Architectural Review Board for The Villages of Monterey HOA in Naples, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Francis Stoshak is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill and Florida Atlantic University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.