Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Taccara Edwards is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 17 years of industry experience. Her prior career includes positions at Bank of America, Merrill, Morgan Stanley, and Community First Credit Union of Florida. Outside of her advisory role, she owns Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brittany Prokash is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Agenda Consulting. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jonathan Hannah is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities LLC and Ernst & Young LLP. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and analytical tools but clients are responsible for implementing and updating their plans.

Christopher Herman is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Dynasty Financial Partners and attended the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Christian Toomey is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and engaged in roles outside finance, including in real estate and the restaurant industry. He also studied at The University of Tampa from 2022 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Stephen Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Tampa, Florida. Raised in Tampa, he attended Jesuit High School and earned a bachelor's degree from Florida State University. Stephen began his career at Merrill on the Trade Desk in Jacksonville immediately after college and has progressed to his current advisory role. In his position, Stephen provides guidance and services focused on wealth management strategies, assisting high net-worth individuals, families, and businesses. He specializes in areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Stephen combines Merrill's investment insights with the banking convenience of Bank of America to help clients simplify and maximize their financial lives. Stephen holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved in coaching basketball at Jesuit High School and enjoys basketball, golfing, and spending time with his family.

Jacqueline Erhart is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Timothy Shuff is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Edward Jones since 1996, working from their Plant City, Florida location. Outside of financial advising, he is a partner in a commercial rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Megan Miller is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Crossley Shear, Inc and Raymond James Financial Services, Inc for nine years each before joining her current firm in 2017. Outside of her advisory role, she serves as president of her neighborhood homeowners association in Rockledge, FL. 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, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by extensive research and multiple portfolio management strategies.

Jeffrey Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Pasco County Schools Oversight Committee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when advising clients.

Jacob Caswell is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory roles, he has experience as an insurance agent specializing in life, health, and annuities. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines its planning services with broad retail and institutional investment offerings.

Thomas Powell is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2022. Prior to his advisory role, he was a full-time student for 14 years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that incorporates quantitative and qualitative analysis to manage diversified portfolios.

Elizabeth Hazen is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She brings two decades of experience in the financial services industry, beginning her career in 2005 as a personal banker with Bank of America in Augusta, Georgia. She later served as a financial center manager in Tampa Bay before transitioning to Merrill Lynch Wealth Management in 2014. Elizabeth joined her current team in 2016, where she focuses on delivering personalized wealth management strategies that align with her clients’ distinct financial goals and values. Her expertise includes comprehensive wealth management for individuals and families, with particular emphasis on college education planning, family wealth strategies, LGBT wealth planning, managing new wealth, retirement planning, and socially responsible investing. Elizabeth engages with clients through a planning-based approach that evolves over time, integrating a deep understanding of their priorities and circumstances. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) certification, and the Personal Investment Advisor (PIA) credential. Elizabeth earned her Bachelor's degree in Sociology and Criminology from the University of Georgia. She lives by the beach with her husband and their family. Committed to community involvement, she volunteers with organizations such as LEAD for Women at Bank of America in Tampa, serves as a lecturer at her church, and contributes to her local food bank. In her personal time, Elizabeth enjoys running and participates in charity races with her running club throughout the year.

Tamara Sadowski is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. She has held positions at various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its advisory roles with multiple registered investment companies.

Marc Beshany is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Espinosa is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Uber, Target, and several other companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutional investors.

Eric Allen is a financial advisor with Stifel in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Lori Lacy is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. 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 plans, corporations, and charitable organizations.

Pedro Filippa is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Mutual of America, Raymond James & Associates, and T. Rowe Price. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.