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 one year of industry experience. His work history includes multiple engagements at Morgan Stanley and the University of Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of retail and institutional offerings.

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 financial advisor at J.P. Morgan Securities in Tampa, FL, holding the CFP® designation and Series 66 license with 24 years of industry experience. His prior roles include positions at Harwood Advisory Firm, Strategic Advisers, Fidelity Brokerage Services, and Ameriprise. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations within a non-discretionary program structure.

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 Series 66 licensed financial advisor with Edward Jones in Lutz, Florida, possessing seven years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Marine Corps and briefly played for the Tampa Bay Buccaneers. He also serves on the board of the Reconnection Education Center, a nonprofit school in Odessa, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Eric Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for four years before joining Wells Fargo in 2016. Holder serves in leadership roles with the Florida Security Dealers Association, including as vice president and secretary. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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 with Cetera, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes a position at Morgan Stanley and involvement in the United Shores Professional Baseball League. He also operates Generations Tax and Wealth Management LLC, providing tax-related services and wealth management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Isaiah Negron is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has three years of industry experience, including prior roles at Mutual of Omaha and Mutual of Omaha Investor Services. Negron is also involved in non-variable insurance activities in the Tampa, Florida area. 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 charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.

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.

Robert Nicoletti is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Wesley Chapel, FL. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, after previously working at Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines systematic quantitative screens and qualitative research, incorporating forward-looking capital market assumptions, with implementation and portfolio services supported by related investment-management entities.

Timothy Harris is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at T Rowe Price Investment Services, Inc. from 2007 to 2019 and a period as a self-employed advisor before joining Morgan Stanley in 2021. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

Marc Ugo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is based in Tampa, Florida. 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 offers both brokerage and advisory solutions.

Hilary Alterman is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, Hilary volunteers with the Jewish Book Festival through the Tampa JCCs & Federation and manages a local t-shirt business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ronald Oldano is a CFP®-designated financial advisor with Ameriprise in Tampa, FL, with 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Wesley Chapel Fund, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

William Baker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fresh Thyme Markets, Western and Southern, Amazon Air, Bath and Body Works, NASM, ClubMMA, and Oak Hills High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Ashley Johnson is a CFP® professional with 19 years of experience in financial advising, currently with Ameriprise since 2007. She holds the Series 66 designation and operates out of Tampa, FL. In addition to her advisory role, she manages operational support and administrative tasks for her practice through her business, A.E. Johnson Enterprises. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.