Jeffrey Hausinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding the CFP® designation and Series 65 and 63 licenses. He has 27 years of industry experience, including prior roles at Merrill and Valic Financial Advisors. Outside of his advisory work, he is president of All Seasons Accounting Services, LLC and a partner in Next Level Brands, LLC, an investor group that owns several local restaurants. 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 clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals while supporting wrap-fee programs and institutional portfolio management.

Cameron Mc Kee is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Dunham's Sports and Wireless Management LLC. He also worked at the University of Tampa from 2018 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jamie Wills is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 12 years. Outside of his advisory role, he is a partner and limited business owner at MidSouth Icehouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm provides financial planning and investment consulting through a variety of portfolio management styles and research resources, with a focus on non-discretionary relationships where clients make implementation decisions.

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Julien Mauldin is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and develop financial plans aligned with their short- and long-term goals. Julien emphasizes trust, thoughtful planning, and clear communication in his approach to financial guidance. Prior to his current role, Julien served in several positions at Fidelity Investments, including Central Relationship Manager from 2024 to 2026, Investment Solutions Representative II from 2022 to 2024, and High Net Worth Associate from 2021 to 2022. These roles have contributed to his experience in helping clients navigate important financial decisions and build lasting relationships. Outside of his professional work, Julien's personal interests include beach activities, fitness, golf, outdoor adventures, reading, and skiing.

Keith Garner is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Synovus Bank, Synovus Securities, Inc., and SunTrust Advisory Services. 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.

Benjamin Holguin is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and previously worked at TD Ameritrade. Outside of his advisory role, he owns and manages rental properties. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jessica Romero is a financial advisor at Fidelity with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Fidelity, she worked at USAA in various financial planning and investment roles from 2016 to 2022. Romero also serves as an online adjunct professor teaching undergraduate finance courses for Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides discretionary and non-discretionary advisory services, including fund advisory and consulting.

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Suncoast Credit Union and CUNA Brokerage Services, and has been with LPL Financial since 2022. In addition to his advisory role, he is involved with Suncoast Credit Union in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by extensive technology tools and oversight of more than $819 billion in discretionary assets.

Donald Burt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held previous roles at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Outside of his advisory work, Burt is a business owner of Lightforged Logistics. 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 and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Joshua Davis is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, CUNA Brokerage Services, Suncoast Credit Union, and T. Rowe Price Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and systematic planning processes.

Dean Huwe is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Choreo, LLC. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and centralized operational support.

Frank Abston Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for FTB Advisors, Inc. for 10 years before joining LPL Financial in 2025. 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, utilizing both discretionary and non-discretionary strategies.

Lynn Andersen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Andersen has worked at Wells Fargo Clearing since 2003, with a combined tenure of 14 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions with a focus on research and diversification.

David Walker is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and PNC Financial Services. 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 supported by structured discovery conversations and firm-approved tools.

Alyssa Linn is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and three years of industry experience. She previously worked at Fidelity Investments and Indigo Octopus, and has experience that includes roles at Morgan Stanley Private Bank and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Quinton Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC. Outside of finance, he is president of QB Construction LLC, a company specializing in new construction and remodeling. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing structure.

Noelia Jadav is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Chain Store Guide LLC and Buena Vida Homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

William Linville is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL, with three years of industry experience. His background includes roles at JPMorgan Chase Bank, JPMorgan Private Bank, and Fidelity Investments. Outside of finance, he worked with Soflo SAT Tutors and was affiliated with the University of Florida. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Ryan Nugent is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a partner in WSPRJ, LLC, a non-investment related business. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.