Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Wells Fargo Clearing, Merrill, and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured processes and firm-approved tools to tailor strategies for its clients.

Dalton Brown is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Michael R. Nelson Jr. and Waddell & Reed Inc. 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 wide range of financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Dallas Nelson is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and held various roles outside finance, including positions at Enterprise Rent-A-Car and in the food service industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Huenke is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Huenke is a partial owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. Raymond James & Associates, Inc. is a large 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services from 2010 to 2026 and Morgan Stanley from 1991 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Barbara Sekely is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has held roles at Waddell & Reed and various insurance carriers, and has been with LPL Financial since 2021. Sekely has also been involved with initiatives such as Pow Power of Women and CABA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, utilizing both proprietary model portfolios and third-party strategies across discretionary and non-discretionary accounts.

James Martin is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Cetera in Tampa, FL. His prior roles include positions at Regions Bank, BBVA Securities, Lincoln Financial Advisors, Wells Fargo Clearing Services, and Morgan Stanley. Cetera Investment Advisers LLC operates as a multi-manager platform offering a range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm supports diverse investment strategies through both affiliated and third-party managers, serving over 800,000 clients through more than 10,000 advisors nationwide.

Kevin Jones is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was with Online Trading Academy for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets for a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. Raymond James & Associates is a large 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, non-discretionary investment consulting, and specialized municipal advisory services.

Austin Linsky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Austin worked as a Financial Advisor at Robert W. Baird & Co. Incorporated from 2019 to 2020, and as a Financial Solutions Advisor - Assistant Vice President at Merrill Lynch from 2014 to 2019. As a Certified Financial Planner™, Austin partners with clients and their families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and legacy goals. He emphasizes understanding clients' long-term needs and delivering a focused, client-centered experience. Outside of his professional work, Austin enjoys activities such as fishing, golf, skiing, and exploring culinary interests.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary services through a broad range of portfolio management styles and affiliated research.

Aimee Tesoro is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the CFP® designation and Series 63 and 66 licenses. She has 25 years of industry experience, including previous roles at LPL Financial, Equitable Advisors, and Transamerica Financial Advisors. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.