Louis Carpenetti is a financial advisor at Raymond James & Associates with 9 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial and Truist Financial Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Mathews is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to support tailored client strategies.

Paige Theobald is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2024. Prior to her current roles, she worked in various positions including at Saint Francis University and the Hockey Sticks Cafe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Joshua Schuette is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vigilant Distributors, PPB Advisors, Dynasty Securities, LLC, and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Eric Midili is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Saint Petersburg, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicole Smith is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial and BT Wealth Advisors since 2014. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Sean Corey is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he serves in legal capacities including executor and power of attorney for a private entity. 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 a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Cappelli is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton Investments and Jotos Pizza Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keith Parrish is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Dynasty Financial Partners from 2022 to 2024 and has a Series 66 designation. Parrish's background includes a period as a caretaker for an ill family member. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dean Pippio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates, Inc. 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, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Martin Mulligan is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Payant Wealth Management Group, Sagepoint Financial, Inc., and FSC Securities Corporation. 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 technology tools and oversight of over $819 billion in discretionary assets.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked for UBS Financial Services Inc. for 16 years. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 2017. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alyssa Bui is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to her finance career, she worked at Beachwood BBQ and Brewing and at California State University, Long Beach. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and relationships with investment companies and private funds.

Billy Slater is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with over 14,000 financial advisors and manages approximately $671 billion in assets.

Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Citigroup Global Markets and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

William Graddy III is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked six years at Stream Realty Partners and spent four years at the University of Florida. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning using firm-approved tools and programs, including specialized services such as Divorce Planning and employer-sponsored planning.

Eric Parker is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Brooke Bitzer is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and held various roles in the hospitality sector. Morgan Stanley Wealth Management provides advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life. He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.