Brandon Bolock is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Eugene Crookshanks is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.

Clay Knuth is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes multiple advisory programs and supports both advisory and brokerage/insurance channels.

Darrel Dacunha is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, personalized advice supported by algorithmic tools and oversight committees.

Sarah Stephenson is a financial advisor at Cetera with nine years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James and McKinsey and Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Michael Verhulst is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. He is also president of Verhulst Wealth Management, Ltd., an investment-related firm he fully owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Melissa Keung is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to this, she held various roles at the University of South Florida from 2015 to 2019. She is also the treasurer and founding officer of the aKDPhi Foundation, a nonprofit organization where she manages financial reporting and donor relations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers a range of advisory services, including non-discretionary financial planning and institutional consulting, with a notable focus on public finance and municipal work.

Clive Buchan is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Buchan serves as a committee member for the Village of Paradise HOA, where he reviews budgets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various wrap fee advisory programs, offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, providing access to alternative investments and integrated lending solutions.

Ruth Delaney is a CFP® and ChFC® professional with 38 years of experience in the financial services industry. She has been with OSAIC since 2018 and previously worked at Sii and Geneos Wealth Management, Inc. Delaney is also involved in marketing and branding through Concierge Financial Organization and is an author. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services, employing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Mackenzie Draganchuk is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Outside of her advisory role, she manages social media for Chiavetta's Catering Company, assisting with customer engagement and online presence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Barbara Phethean is a financial advisor at Fidelity with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at RBC Capital Markets, RBC Wealth, AXA Advisors, and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Alysa Reinoehl is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Saint Petersburg, FL. She has been with Raymond James and its affiliated entities since 2015, holding various advisory roles within the firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Edward Hennessey is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His background includes seven years with Allianz Life Insurance Company of North America and two years at Sammons Financial Network. He holds Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals and utilizes both proprietary and third-party model strategies.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Marc Walker is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 44 years of industry experience. His prior work includes roles at Longview Wealth Advisors and Waddell & Reed, Inc. He has also operated Marc Walker Voiceovers and Marc Walker Enterprises. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management options.

Felipe Machado is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with athletes, families, and business owners to develop personalized wealth management strategies. His approach focuses on creating solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and investment goals, helping them achieve financial stability and long-term objectives. Felipe joined Merrill Lynch Wealth Management in early 2020 and holds FINRA Series 7 and Series 66 registrations. Felipe earned both his Bachelor of Arts in Business Administration and Master of Science in Business Analytics from Lincoln Memorial University. Before pursuing higher education, he played professional soccer in Brazil with Botafogo Futebol SA and continued his soccer career while attending university in the United States. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Felipe is fluent in English, Portuguese, and Spanish. Outside of his professional role, Felipe is involved with the St. Pete Raiders community. He enjoys basketball, running marathons, soccer, surfing, reading, and spending quality time with his wife and their three Australian Shepherds.

Carlos Penaherrera is a financial advisor at Merrill with 13 years of industry experience. He holds Series 66 and Series 63 registrations and has been with Merrill since 2013. Prior to and concurrent with Merrill, he has worked at Bank of America since 2015. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries, utilizing model-based and discretionary investment strategies implemented by Managed Account Advisors LLC.

Javier Vilarchao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and First Command Financial Planning. He served in the United States Air Force from 2013 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a network of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Foley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and broad retail and institutional investment services.

Adrienne Brown is a financial advisor with Wells Fargo Clearing in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Wells Fargo entities and positions at Fidelity Investments, MVP Soflo West, LLC, and Amuni Financial Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary plan-level investment management and a broad range of financial products beyond typical institutional offerings.