Addison Linn is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, Linn worked at Fisher Investments and several other financial firms. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michael Neff is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at RBC Capital Markets and J. B. Hanauer & Co. Outside of his advisory work, he is a managing member and 15% owner of Downtown Dogs, LLC, a retail pet accessory boutique, and serves on the finance committee of the Humane Society of Tampa Bay. Wells Fargo Advisors is a national securities firm with more than 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Jonathan Saunders is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Jacob Wilsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at UBS Financial, Sunrun, and Fisher and Wilsey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 supported by advanced modeling tools.

Maria Giacalone Mozo is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley and Foresters Financial Services. Outside of advising, she was involved with the Arts Conservatory for Teens for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services supported by extensive operational tools and a broad platform of non-advisory financial activities.

Audrey Hirst is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 66 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Flagship Bank, Lake Michigan Credit Union, Pilot Bank, and PFS Investments Inc. She serves on the USF Alumni Association National Board of Directors and is a part-time adjunct professor at Baker College. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, providing advisory services through a network of advisors who present model-based recommendations supported by third-party asset managers and custodial services.

Brian Garton is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at E*Trade Securities LLC and Total Quality Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including customized financial planning and access to various investment strategies.

Brant Garber is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Invest Financial Corporation, Transamerica Financial Advisors, and A. G. Edwards & Sons, Inc. He has been with LPL Financial since 2018. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lara Yates is a CFP® with over 31 years of industry experience, currently serving at Ameriprise since 2024. Her prior roles include positions at Global Advisor Group, Raymond James Financial, and Berner Wealth Management. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering a structured service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Marsha Werner is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Raymond James & Associates since 2014. Werner serves as a member of the finance and investment committee for a nonprofit condominium association. 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 municipalities, offering customized financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

James Valenti is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Matthew King 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 2022, he worked in various retail and service roles including at Safeway and Chicken Salad Chick. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and the Global Investment Committee’s market analysis. The firm manages approximately $2.74 trillion in client assets and provides services through direct and corporate financial planning arrangements.

Brandon Schoeppler is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as Vice President on the boards of the Young Professionals of Tampa Bay Estate Planning Council and The Bay Area Estate Planning Council. He is also involved in independent insurance brokering and manages a business entity, Pomona Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and an approach that integrates both algorithmic automation and personalized review.

Raymond Loeffler is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cuna Brokerage Services, Inc., Suncoast Credit Union, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is involved with Precision Fitness Training Co., a business he has been associated with for over 15 years. 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 financial planning and investment services, utilizing a large network of advisors and a variety of portfolio management options supported by advanced operational tools.

Matthew Borasch is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its related entities since 2006. Borasch serves on the Board of Directors of the Tampa Bay Seminole Club, where he has also held the position of Past-President. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income stability and tax-aware withdrawal strategies.

Matthew Collington is a Series 65-registered financial advisor with Edelman Financial Engines, based in Tampa, FL. He has five years of industry experience, including prior roles at Raymond James & Associates and Financial Engines Advisors. Collington’s career also includes positions at Trinity Wealth Securities, Florida Financial Advisors, and the Scion Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice.

Christopher Immoos is a financial advisor at UBS Financial Services in Tampa, Florida, holding a Series 66 designation. He has prior experience at Morgan Stanley, L2 Consulting Solutions, Global Financial Impact, World Financial Group, and served in the United States Marine Corps from 2013 to 2024. In addition to his advisory role, he is a consulting partner at Pau Hana Consulting LLC. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Garrett Roberts is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Fisher Investments. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

Michelle Ruiz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2013. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.