Alexander Johnson is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, Morgan Stanley, and TD Ameritrade. Prior to his financial career, he held various roles outside the industry including work at Bruno's Draft Kits and Ace Hardware. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jordan Goldberg is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and spent 11 years at Scottrade, Inc. Additionally, he has been affiliated with the University of South Florida since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Randy Freedman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Tampa, FL. With over 40 years of experience in financial advising, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategies, tax minimization, and retirement income. Randy works with clients to address significant financial transitions such as retirement, inheritance, and the sale of a business, and coordinates with clients' attorneys, accountants, and other advisors to align financial and legacy strategies. Previously a CPA, Randy holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of South Florida. He provides clients access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for commercial banking and financing needs. Randy's approach involves managing concentrated stock positions and collaborating with a broader team to support clients' financial goals. Outside of his professional work, Randy enjoys a variety of personal interests, including adventure sports, baseball, football, pickleball, racquetball, reading, skiing, spending time with his family, traveling, and watching movies.

Daniel Zucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is also involved with Bay Area PEO Solutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Alexia Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and previously held roles at JPMorgan Chase Bank, N.A., PNC Wealth Management, and Wells Fargo Clearing. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Debbie Alexander is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. for 24 years. Based in Tampa, FL, her career spans multiple decades within large financial institutions. 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 over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Kyle Flynn is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple firms including Securian Financial Service, Inc. and North Star Resource Group. Flynn serves as an officer on the board of the nonprofit Stop Alzheimer's Now and consults on student loan-related issues for young physicians through Twin Oak Advisors. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Shannon Glor is a CFP® professional with 33 years of industry experience, currently serving at Morgan Stanley in Tampa, FL. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Brinton Parker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 16 years of industry experience. He previously worked at Prudential Insurance Company of America and its affiliated entities for a combined 14 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers along with affiliated insurance and trust services.

Malgorzata Pelletier is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2018, as well as Wells Fargo Bank, NA from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Lontchar Jr. is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior roles include positions at Cape Securities, Inc. and Raymond James Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a platform that includes financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Xiaobo held roles at Fidelity Investments, Zi-DiChillo Financials, and multiple insurance and securities firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Tyler Curtis is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial since 2011 and previously with Rob Capuano Financial and Lincoln Investment. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access, supported by advanced research and operational tools.

Caroline Carpenter is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Her career includes roles at Raymond James Financial and Northwestern Mutual Life Insurance Company. Outside of finance, she worked at Moe’s Southwest Grill and was affiliated with the University of South Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Kamila Skibicka is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Wells Fargo Clearing, with her current tenure at Merrill beginning in 2022. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Chelsea Beltre is a financial advisor with Merrill in Tampa, FL, holding a Series 66 license and two years of industry experience. Prior to joining Merrill, she worked at Bank of America N.A. and Suncoast Credit Union. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Susan Holcomb is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Steven Anastasia is a CFP® and ChFC® with 26 years of industry experience. He is currently with Ameriprise in Tampa, FL, having previously worked at Cetera and Regions Bank, as well as operating his own business. Outside of financial advising, he is a co-owner of Monty's Pizzeria in Clearwater, FL. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, delivering customized recommendations supported by research and modeling.