Alexander Russello is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grow Financial Services and Cuso Financial Services, L.P. Additionally, Russello has a background in education, having worked with Kumon Math and Reading for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Eric Heymann is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include nine years at Truist Investment Service, Inc. and one year at Truist Investment Services, Inc. Outside of advisory work, he is involved in educational training on technology through a contracted position with Knowmadics. 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 offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Todd Osgood is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Leadership Tampa Bay. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, delivered in partnership with financial advisors.

Rhonda Mcguire is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by approved tools and data from its Global Investment Committee.

Rayna Cokley is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized services such as fund advisory and model portfolio delivery.

Joseph Spooner is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016 following a tenure at Woodforest National Bank. He is president of Spooner Financial Group, LLC, which handles business operations and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Gustavo Delgado Alicea is a Series 63-licensed financial advisor with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside his advisory work, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple custody platforms and employs both proprietary and unaffiliated model strategies.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

Jonathan Espinal Cabrera is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Primerica Advisors and Tripleseat. His outside business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among large institutional advisors.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. Outside of his advisory role, he is involved in marketing and sales of fixed insurance products through his insurance agency, Total Resource Financial. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers and wrap programs.

Kent Voges is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 65 designation and has previously worked at VALIC Financial Advisors for 28 years and Agia for four years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. His prior experience includes roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is an owner of the website facegrab.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Michael Johnson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2022 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based scenario modeling.

Coleman Bryant is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having two years of industry experience. He has worked previously at BT Wealth Advisors and The Bank of Tampa. Outside of financial advising, he is the owner of Waves of Grace Apparel LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and technology-driven strategies.

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. 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 charitable organizations, offering financial planning and consulting services with a range of investment strategies and municipal advisory capabilities.

Ritesh Shah is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. He has been with Fisher Investments since 2016, based in Tampa, FL. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative analysis and employs various risk management and tax-aware strategies.

Kristopher Horton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USAA in various capacities from 2013 to 2020. Outside of his advisory work, he manages a rental property on a long-term basis. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized platform for custody, advisory, and brokerage services.

Stephano Mastro is a Senior Financial Advisor with The Valdes Group, which operates within Merrill Lynch Wealth Management. He is part of a team that delivers comprehensive wealth management services to individuals, entrepreneurs, families, and businesses, aiming to provide a family-office type experience through customized support and disciplined financial oversight. Stephano graduated from Mount St. Mary’s University in 2019 with a bachelor's degree in business finance, where he also played Division 1 lacrosse. He furthered his education at the University of Tampa, earning a master's degree in entrepreneurship. Prior to his current role, he worked at South Tampa Subaru, assisting with marketing campaigns, sales, and accounting. Stephano holds the Personal Investment Advisor (PIA) professional designation. In recognition of his team's performance, Stephano was part of the group named to the Forbes "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, and to the Forbes "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Outside of work, Stephano enjoys boxing, dancing, music, racquetball, and spending time with his family.

Callie Mitchell is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. She has been with Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. Outside of advising, her background includes five years at Florida State University and four years at Gulf Breeze High School. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques and serves a wide retail and institutional client base.