Ryan Kling is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he hosts live trivia events as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Corinne Wolthuis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Suntrust, Bank of America, and Hancock Whitney Bank. She also serves as a board member for the Villa Rosa Master Association, a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and utilizes multiple program structures and third-party managers.

David Lemar Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Royal Alliance Associates and Signator Investors. In addition to his advisory roles, he serves as Treasurer at Hanna LeMar and Morris CPAs PA. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

Brandon Cohen is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Danyle Anderson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, Anderson worked at Intuit Inc and spent over a decade with the Global Equity Organization. Anderson serves as an advisory board member for the Certified Equity Professional Institute at Santa Clara University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Florida Financial Advisors before joining Equitable Advisors and has a background that includes completing his studies at The University of Alabama. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to models based on personal information and risk tolerance.

Christopher Brandriff is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with various J.P. Morgan entities since 2012 and is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Michael Gagala is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 credential and has previously worked at firms including BNY Mellon Securities Corporation and Russell Investments Financial Services. His current role is based in Tampa, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored recommendations.

Joel Morales is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Financial for eight years before joining OSAIC in 2022. Outside of his advisory role, he is involved with Platinum Financial Group as an insurance broker and investment advisor representative. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Taylor is a financial advisor at Mass Mutual Investors Services in Tampa, FL, holding the ChFC® designation with 15 years of industry experience. His prior experience includes roles at Northwestern Mutual from 2011 to 2018. Outside of his advisory work, he serves on the board of the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm structures planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver recommendations focused on investment strategies.

Jonathan Arellano is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill and has held roles at Bank of America, N.A. since 2017 and previously worked at Fifth Third Bank from 2015 to 2017. Outside of his advisory role, he is a part owner and investor in New Fortuna Ventures LLC and serves as a board member of Junior Achievement of Tampa Bay. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

Tamara Shumate Brown is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. prior to joining LPL Financial in 2007. She is a member of the Tampa Bay Estate Planning Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Ezequiel Feliciano Bonet is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Suncoast Credit Union. He also worked at the University of South Florida before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.