Patrick Lukert is a financial advisor with Fidelity and holds a Series 66 designation. He has three years of industry experience and has previously worked at Morgan Stanley and New York Life Insurance Company. Outside of advisory work, he also drives for Uber Technologies and participates as a buyer and seller on Mercari. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios built through a combination of proprietary research and quantitative methods. The firm serves a broad client base and is noted for its use of algorithmic portfolio construction and its advisory roles to multiple registered investment companies.

Matthew Dugan is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held positions at Fisher Investments since 2022 and previously worked at Peace River Electric Cooperative and NorthStar Home. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Erick Martiak is a financial advisor with Edward Jones in Clearwater, FL, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 20 years at Solar-Mite Electrical Contractors, Inc. He has involvement in managing rental properties as a partner and owner in several locations in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jeffrey Davis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he is involved in outside disability sales and has a side activity related to life settlements through Ashar Life Settlement. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models delivered through third-party asset managers and proprietary programs, focusing on client information gathering and risk assessment to tailor investment solutions.

William Walters III is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is also employed at Eliah Ewing Enterprises, PLLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning advice through a centralized service team working alongside clients' advisors.

Brittany Patrick is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Tech Data from 2014 to 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Omar Osman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC for seven years before joining his current firm in 2018. Outside of his advisory role, he is involved as a Business Development Manager with TBD Corp, focusing on AI-related activities. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Bridge is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Franklin Templeton Financial Services Corp. and Waypoint Direct Investments, LLC. Based in Tampa, FL, he joined Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Brian Sinclair is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Suncoast Credit Union, CUNA Brokerage Services, and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages funds of funds, and delivers model portfolios across various platforms.

Roderick Jefferson is a financial advisor with Edward Jones in Clearwater, FL, holding Series 63 and Series 66 credentials with 15 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Cetera Investment Services, Merrill Lynch, Bank of America, and other financial firms. He is also the owner of Smarter Faster Wealthier, a business set up to receive proceeds from book sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Amanda Murphy is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 1999 and previously worked at Pasco Hernando State College in 2017. Outside of her advisory role, Murphy serves as a committee member for Business Networking International and is on the advisory board and finance/investment committee for the Richey Suncoast Theater. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning, investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Grace Abramson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, following a one-year tenure at E*TRADE Securities. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Langston Bacchus is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked at Raymond James and held various roles outside the financial industry, including positions at Paramount Construction, Macy’s, and Sunshine Valet. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate advanced modeling techniques such as Monte Carlo simulations.

Nicholas Linder is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2021. His prior experience includes roles at YCOM Inc and involvement with Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Donna Delmar is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC over a combined period of 22 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s model-driven investment approach includes access to third-party asset managers and wrap programs, alongside affiliated insurance and trust services.

Aleksandr Kuzmin is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Merrill and Bank of America, N.A. for nine years. Outside of advising, he manages an online retail business specializing in LED lights. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Valle is a financial advisor based in Tampa, FL, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at E*Trade Securities and Comerica Bank, as well as experience outside finance at Le Pain Quotidien. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers planning services that focus on structured discovery and outcome modeling.

Jewmanna Mehasen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Clearwater, FL, bringing four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she held positions at JPMorgan Chase Bank, N.A. since 2019 and has a diverse background including roles at Sephora, Nordstrom, and the University of Jordan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, and offers broad derivatives and commodities capabilities.

Valkyrie Lang is a financial advisor at Fisher Investments with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corp. and New York Life. Outside of finance, Lang owns a retail business offering body care and skincare products directly to consumers. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management with a focus on equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Thomas Farrell is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Schwab in 2013, he worked in real estate and property management for four years. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a multi-asset model portfolio approach supported by dedicated due diligence and integrated custody and brokerage services.