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 based in Tampa, FL. She holds the Series 65 and Series 63 designations and has 24 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and third-party asset management with both discretionary and non-discretionary 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 at Morgan Stanley in Tampa, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at E*Trade Securities, Comerica Bank, and Le Pain Quotidien. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Jewmanna Mehasen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Prior to that, she worked at JPMorgan Chase Bank, N.A. and has held positions outside the financial industry, including roles at Sephora and Nordstrom. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG eligibility framework when recommending investment strategies.

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.

Pierce Baur 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 2025, he worked at Onward Reserve and had various roles including operating Tiki Lees Dock Bar and Beef Brothers Deli. He also has experience in education through Clemson University and Howard County Public Schools. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed around structured planning conversations, acting principally in an advisory capacity.

Richard Eusebe is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Raymond James & Associates, Fidelity Investments, Bank of America, Morgan Stanley, and T. Rowe Price. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led solutions, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Robert Lobello is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 registrations with one year of industry experience. Prior to joining Morgan Stanley, his background includes part-time work with DoorDash and roles in various industries while completing his studies at Saint Joseph's University and the University of Tampa. Morgan Stanley Wealth Management offers advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and advanced modeling techniques.

Bryan Graham is a financial advisor at Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Aflac, and UW–Madison. He is also employed by Carrollwood Administrative Services LLC, which supports his administrative duties as an Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. Its Premier Retirement Income service provides retirement-focused planning through comprehensive reports and ongoing advice, relying on in-house research and third-party data to guide tax-aware withdrawal strategies and income planning.

Jeffrey Dietz is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Edelman Financial Engines and has previously worked at Fisher Investments, J.P. Morgan Securities, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.

Gonzalo Espinoza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Mantis Funding LLC and Magen Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Genevieve Shoats is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at Raymond James Financial and Esports Entertainment Group Inc., along with various teaching appointments at the University of South Florida and local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Ryan Luzod is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Oleksandra Droval is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Cardinal Financial and Bay to Bay Lending. Outside of her advisory role, she is also involved as a real estate broker in Tampa, Florida. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and analysis methods.

Cody Kimble is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab & Co. since 2021 and Edward Jones from 2017 to 2021, preceded by four years at Publix and a decade in full-time education. Charles Schwab & Co. serves a large client base, 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 SMAs, integrating custody, brokerage, and advisory services in a centralized model.

Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Securities, Fifth Third Bank, and PNC Investments. Clark is based in Lutz, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Mathew Tyson is a Financial Consultant currently working at Fidelity Investments since 2022. He brings over 17 years of experience in the financial services industry. Prior to his current role, he served as Vice President and Financial Advisor Performance Manager at Merrill Lynch from 2013 to 2022, and as a Retirement Solutions Advisor at Fidelity Investments from 2008 to 2013. Throughout his career, Mathew has focused on partnering with clients to develop plans tailored to unique financial goals. His approach involves gaining a detailed understanding of clients' personal situations, family needs, and investment objectives to deliver a client experience aimed at helping them formulate strategies for their specific financial aspirations. Outside of his professional work, Mathew has interests in baseball and football.