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 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked in various part-time and temporary roles and was a full-time student at the University of Tampa and Saint Joseph's University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Bryan Graham is a financial advisor with Ameriprise in Tampa, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018, with prior roles at Aflac and other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning through a collaborative, non-discretionary approach using proprietary research and tools.

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 at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Mantis Funding LLC, Magen Wealth Management, and Sabadell Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a broad range of investment and financial services.

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 in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Her background includes roles at Cardinal Financial, Bay to Bay Lending, and McBride Kelly and Associates, where she is also involved as a real estate broker. She has military experience serving in the U.S. Army since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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 a Series 66 designation and has worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, Guggenheim Investments, and UBS Financial Services. Clark is based in Lutz, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Enio Qirko is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Albanian Ministry of Infrastructure and Energy, AK - Invest (MoneyGram), and American Bank of Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Keith Cox is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. His prior work includes caregiving and estate management roles before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and models to support client goals.

Cooper Contardo is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles outside finance, such as positions with University of Georgia Athletics—Premium Seating and the Country Club of the South. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process utilizing approved tools and does not provide individual security recommendations in standalone planning services.

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.

David Counsellor is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop comprehensive financial plans aimed at achieving clients' financial goals. In addition to his planning responsibilities, he emphasizes building long-term relationships with clients to better understand and support them throughout their financial journeys. David joined Fidelity Investments in 2022, serving initially as a Financial Representative before progressing to a Relationship Manager role in 2023. He has held the position of Planning Consultant since 2025. Prior to his tenure at Fidelity, David worked at Everwise Credit Union as an Investment Coordinator Intern in 2021 and as a Universal Teller from 2020 to 2022. Outside of his professional work, David has interests in beach activities, fitness, golf, and traveling.

George Brkljacic is a CFP® professional associated with LPL Financial, with 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Concourse Financial Group Securities. He is also involved with The Money Coach LLC, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes both proprietary research and third-party strategies to support its network of advisors.

Robert Hohmann is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. He previously worked at E*Trade Securities LLC and Scott Marxer's State Farm. Outside of advising, he serves as an administrative assistant for Rasmussen Technologies LLC, a telecommunications contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by a structured discovery process and proprietary modeling tools.

Jacob Lopez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Services Group, Inc., and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, 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 proprietary tools and market scenario modeling.