Jacqueline Messado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, she worked at Morgan Stanley for eight years. 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 Cardozo is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at J.P. Morgan since 2012 and serves as an adjunct professor teaching basic financial accounting at Hillsborough Community College. Outside of his advisory role, he is an assistant wrestling coach at St Johns Episcopal and engages in e-commerce activities selling antiques and household items. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Edward Matura is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services as an Investment Banker in New York City in 1990 and joined Merrill Lynch Wealth Management in 2003. Edward focuses on helping clients pursue their financial goals through personalized wealth management strategies that consider their full financial picture. His areas of expertise include college education planning, socially responsible and values-based investing, ESG investing, and supporting women and wealth. Edward is a Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment (SE) designation. He holds a bachelor's degree from Florida State University and an MBA from Hofstra University. Edward is committed to community involvement, following the Merrill tradition of participation in the communities served. He spends time volunteering with local organizations. Outside of work, his personal interests include billiards, football, golfing, music, and yoga. He lives in Tampa with his two daughters and their pets.

Heman Ward is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at JPMorgan Chase Bank and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment process.

Stephanie Fries is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Nelson Potter is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is noted as a co-owner of a rental home. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and methodologies.

Peter Dickenson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Primerica Advisors since 2016 and has been associated with Primerica Financial Services since 2014. Outside of advisory services, he is involved in the sale of loan products as well as referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Stylos is a Series 66-licensed financial advisor with LPL Enterprise, based in Tampa, FL. He has 10 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various non-securities products through its affiliated entities.

Kultar Bindra is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, UBS Financial Services, and Morgan Stanley. Outside of his advisory work, he is an author of the book *TEARS IN THE FLAG*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Gaston Piscicelli serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals. Gaston holds a Juris Doctorate Degree from the Universidad de Buenos Aires. He carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).

Angela Fernandez is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and having 18 years of experience at Merrill. She serves as a board member for Meals on Wheels of Tampa and is involved with the fundraising committee for Friends of Caritas Cuba, a charitable organization supporting humanitarian efforts in Cuba. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Jenkins is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds a Series 66 designation and has prior experience at the Internal Revenue Service. Outside of finance, he has been involved with MHB Grill LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Hanson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing wealth management consultation to high net worth individuals since 1979, focusing on portfolio management through various asset allocation models, concentrated stock management strategies, and diversification methods. Mark earned a Bachelor’s degree in Finance from the University of South Florida School of Business in Tampa, Florida. He holds the professional designation of Personal Investment Advisor (PIA). Raised in Tampa, Mark has been married to his wife Cathy for over four decades. In his leisure time, he enjoys baseball, football, golfing, hiking, music, and spending time with his family.

Thaddaeus Money is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Investment Management Company and USAA Life Insurance Company. Outside of advising, he serves as a Precinct Supervisor for the Pasco County Supervisor of Elections. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a variety of investment products.

Steve Tonello is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC, as well as employment at the University of South Florida. 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 model portfolio programs, and supports its advisors with various operational and research tools.

David Buono is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 registrations and four years of industry experience. He has previously worked with firms including Wells Fargo Clearing, Securian Financial Services, and Trinity Wealth Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Monica Kirkland is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation. She has one year of industry experience and has previously worked at several firms, including Tango International and Atrium Staffing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Marchese is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Bruce Gelin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Valic Financial Advisors and Agia before joining Equitable Advisors. Outside of finance, he is the president and owner of Bruce Gelin Enterprises LLC, where he writes articles and essays on basketball, music, and religion. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach includes matching clients to advisory programs or discretionary managers, utilizing both proprietary and third-party solutions across mutual funds, ETFs, separate accounts, and select alternative investments.

Brooke Banning is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. Her prior employment includes roles at AllianceBernstein and J.P. Morgan Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.