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. Prior to joining Morgan Stanley in 2022, he worked as a caregiver and executor of his father’s estate. 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 focused on tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Cooper Contardo is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, his work history includes roles at the Country Club of the South, University of Georgia Athletics, and Sports Warehouse, Inc. He also has a background in full-time education spanning several years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and corporate financial planning arrangements.

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 with 24 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks and Summit Financial Group. Outside of his advisory work, he owns a financial coaching business, The Money Coach LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both proprietary and third-party research.

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.

Isabel Huapilla Rafael is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked with Premium Audit Consultants and Paragon One x PwC. Isabel has also been involved in roles at the University of South Florida and St. Petersburg College. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Charles Medina is a financial advisor at Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Evan Muys is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Synergy Volleyball, as well as positions in academic institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Victoria Singletary is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior experience includes roles at Equitable Advisors, Morgan Stanley, Envestnet PMC, and several other financial firms. She is also involved in a non-variable insurance business based in Tampa, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory programs and brokerage products. The firm’s integrated platform combines advisory services with insurance and lending products, utilizing model portfolios and third-party asset managers to deliver investment advice.

Emily Williams is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she worked in education at several international schools, including Wellington College International Shanghai and Suzhou Singapore International School. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes comprehensive analysis leveraging investment research, third-party data, and algorithmic tools, with service delivery subject to restrictive enrollment criteria and integration within Ameriprise’s affiliated product ecosystem.

Shane Atwood is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advisory work, he is involved in real estate property management and serves as a trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and proprietary investment analyses.

Carlos Cabrera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His career includes roles at Charles Schwab Bank, USAA Investment Management Company, and Morgan Stanley. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investments due diligence, and centralized operational infrastructure.

Thomas Yannetti is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding the CFP® and ChFC® designations and possessing five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously held roles at Jcrew and Shadowbrook at Shrewsbury. Yannetti is also involved in outside insurance sales as a licensed insurance broker. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and does not have investment discretion as part of planning; implementation of recommendations is optional and involves separate arrangements.

Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Doreen Connolly is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she has served as president of a parent group for a performing arts academy and was the president of a nonprofit organization called The Krewe of Ann Jeffrey. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Paul White is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with Vanguard entities since 2011 and holds a remote adjunct faculty position at Eastern University, where he provides writing feedback and supports projects. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and a client base focused on individual and plan participants.

Geoffrey Balkcom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014 and is also associated with BAI Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.