Naiara Houck is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Banco do Brasil Americas from 2022 to 2025 and held various roles in sectors including retail and legal support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

David Townsend is a CFP® with 25 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2015 and previously spent 12 years at Equitable Advisors. He serves as trustee for a family life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, with specialized municipal and public finance advisory services.

Chase Collins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2021, progressing through positions including Investment Solutions Representative, Investment Solutions Help Desk, and Investment Consultant. Prior to joining Fidelity, he worked as a Registered Personal Banker at Wells Fargo Bank, N.A. from 2016 to 2021. In his current role, Chase focuses on understanding each client's holistic financial picture and partners with them to provide education and resources aimed at achieving their financial goals. He emphasizes establishing lasting relationships with clients and providing foundational financial education. Outside of his professional career, Chase's personal interests include family activities, fitness, football, pets, and running.

Alexander Ezra is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Publix and the University of South Florida. Ezra serves on the advisory board of Darby Community Church, providing guidance on the stewardship of the church’s finances. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical modeling, supporting implementation through its advisory programs and other providers.

Stephen Power is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at PASCO COUNTY SCHOOLS, PFS Investments, Inc., Shooters World, and Primerica Financial Services. Outside of financial advising, he owns and manages businesses related to firearms training and nutrition retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with discretionary management and custody support through third parties.

Ann Atchison is a financial advisor with UBS Financial Services in Temple Terrace, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she serves as treasurer for the GFWC Temple Terrace Junior Woman's Club, a nonprofit focused on community volunteer efforts in the Tampa Bay area. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and tailored financial planning to support clients’ investment goals.

Mary Brown is a Series 66-registered financial advisor with Fidelity, based in Tampa, FL. She has been with Fidelity Investments since 2026 and previously operated Mary Brown Coaching, LLC for seven years. Brown also has experience working with Larimer County and the Church of Jesus Christ of Latter-day Saints. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Michael Lewis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Merrill and Morgan Stanley from 2010 to 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Kyle Sargent is a financial advisor at Morgan Stanley with Series 66 licensing and three years of industry experience. He previously worked at Morgan Stanley Private Bank and has a background that includes roles at Elon University and automotive services. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm employs structured planning tools and offers services supported by its Global Investment Committee, managing approximately $2.74 trillion in client assets.

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory offerings with other financial products and referral channels.

Demian Penton is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and previously worked at Edward Jones from 2007 to 2010. Penton serves on the finance council board at St. Paul Catholic Church and assists with projects for a granite business as a contractor. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers a variety of platform-based management services and proprietary model strategies.

Edward Thorne III is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Reynolds & Reynolds Financial Partners. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Steven Saunders is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Fisher Investments and has previously worked at Charles Schwab and T. Rowe Price. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Nicholas Schaaf is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Grow Financial Federal Credit Union, CUSO Financial Services, LPL Financial, Cuna Brokerage Services, and Suncoast Schools Federal Credit Union. He is also involved with Grow Financial Investment Services, a business related to his LPL practice. 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, utilizing both discretionary and non-discretionary strategies supported by advisory technology.

William Hancock is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, Florida, bringing five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Rubicon Software Ltd and Corinthian Partners, LLC, and held a role at PricewaterhouseCoopers. Outside of his advisory work, he is involved as a coach in the recreation and sporting sector and is a partner in an online retail business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides tailored wealth management solutions through its broad range of services.

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

Damien Lindsey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles in cybersecurity and commercial real estate analysis prior to his current position. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Travis Lesko is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Fidelity Investments and a position at Eden Landscape Enterprise Inc. He has also worked in education at Maclay School. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and Global Investment Committee resources.

Gunnar Greathouse is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and with four years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities, Northwestern Mutual, and other firms. Morgan Stanley Wealth Management provides advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment programs.

Brian Fermin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at the Pinellas County Clerk of the Circuit Court and Rodrigues and Associates CPAs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader range of financial product offerings than typical for large institutional advisers.