Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He joined the team in 2017, focusing on investment and economic analysis as well as client relationship development. Kyle works closely with business owners and high-net-worth individuals to develop goals-based wealth management strategies tailored to their individual needs. Prior to joining Merrill Lynch, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Kyle earned a Bachelor of Science degree from Florida State University, majoring in Finance and Business Management. Kyle and his team have been recognized in several Forbes rankings, including the Best-in-State Wealth Management Teams list for North Florida and America's Top Wealth Management Teams Private Wealth list. Outside of work, Kyle enjoys spending time outdoors and participating in community activities. He lives in Tampa with his wife, Erin, and daughter, Grayson.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill, Bank of America, and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging its broad derivatives and commodities capabilities.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Jeni La Paglia is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at BB&T Investment Services, Inc. and Bank of Tampa, where she continues to serve as a Private Relationship Manager and office manager. Outside of her advisory work, she is also active as a ridesharing driver for Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

Brandon Condori is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ahmed Shiil and Building and Land Technology, prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside established governance procedures.

Brenton Matzek is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.

Thitsanin Wachara Amnuoy is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to Merrill, Thitsanin worked at Bank of America, N.A. Outside of work, Thitsanin serves as a board member and fundraising coordinator for the All That Dance Booster Club in Tampa, Florida. Merrill, along 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.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

James Mussio Jr. is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade for 14 years. Outside of his advisory role, he is co-owner of Desert Sage Records LLC, where he is involved in creative writing, including poems, music lyrics, and scripts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and access to both non-discretionary and discretionary investment options.

Mason De Michele is a Series 66 licensed financial advisor with Edward Jones in Tampa, FL. He has one year of industry experience, having previously worked at Brown & Brown and spent nine years in full-time education. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Michelle Schatzberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Brumfield is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Fisher Investments. Outside of finance, he has worked as a restaurant server at Bonefish Grill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Michael Cosentino Jr. is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors. He serves as an advisory board member for the Northwest YMCA, participating in fundraising and improvement projects. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a variety of third-party investment programs and advisory models, serving a broad client base from non‑high-net-worth individuals to corporate and charitable entities.

John Straughn III is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, including a prior tenure from 2007 to 2008, as well as with Merrill from 2009 to 2014. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kory Johnson is a financial advisor at LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and service through multiple brokerages, including one where he serves as president. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Shaw is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Onemain Financial. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and operates through various advisory and brokerage services.

Assegid Habtewold is a financial advisor with Primerica Advisors in Tampa, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at New York Life, eXp Realty, CI International, Per Scholas, and Success Pathways. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-driven investment strategies.

Jeffrey Kutchmire is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Cetera since 2019. Prior to joining Cetera, he worked at Foresters Financial for 30 years. He is also a 25% owner of the John Kutchmire Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Kenneth Ogden is a financial advisor with Merrill based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and is also associated with Bank of America, N.A. since 2003. Outside of his advisory role, Ogden is involved as a musician and DJ and serves on the Board of Directors for the Winter Haven Soccer Club. 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 tailored to individuals, high-net-worth clients, and institutional investors.