Matthew Cox is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Charles Schwab in 2020, he worked with USAA Financial Advisors and USAA Financial Planning Services. He is actively involved in the Bayport Yacht Club, where he has held several leadership roles including Commodore and Fleet Captain. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, with a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Lam Nguyen is a Series 66-licensed advisor at LPL Enterprise with three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. Prior to his financial services career, he worked nine years at Tech Data Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of financial products.

Haykuhi Poghosyan is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she provides financial planning and investment advisory services to clients. She holds a Bachelor's Degree from Yerevan University of Economy and Law. Haykuhi applies her academic background to assist clients in managing their wealth and achieving their financial goals.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nicholas Novak is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has worked at Oppenheimer for four years and previously spent time at Atlantic Warrior Inc. and West Virginia University. His background also includes a five-year tenure at Alfes Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Securities America Advisors, Inc. for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Jonathan Serrano is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Lee Yost is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2008, he has worked closely with clients from various industries to clarify their unique goals and priorities, helping them plan thoughtfully and strategically for their financial futures. He supports clients in making informed decisions regarding retirement timing, spending sustainability, and legacy transfer, regularly reviewing accounts and risk profiles to keep strategies aligned with their objectives. Lee earned a Bachelor's degree in business administration from the University of Florida in Gainesville and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. He was recognized on the Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list in 2018 and the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Residing in Tampa with his wife Kimberly and their two children, Hayden and Jordan, Lee is involved in his community through the Kiwanis Club of Carrollwood and participates in youth baseball. In his leisure time, he enjoys watching baseball and playing golf.

Bethann Goodrick is a financial advisor at LPL Financial with 27 years of industry experience. She holds a Series 66 designation and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of her advisory role, she is involved with Tru Stage, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Stark is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 21 years of industry experience and has worked with firms including Royal Alliance Associates and Signator Investors. Outside of his advisory role, he volunteers with the Brandon Sports and Aquatic Center and owns Bobby Stark Financial Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and unaffiliated model strategies across multiple platform arrangements.

William Fields is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Stephen Collier is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and Discover Financial Services. Outside of finance, he serves as a general partner in Injection Plastics USA, a company specializing in small plastic parts injection molding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

David Teskey is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to this, he worked at 24 Hour Fitness, Lumovate LLC, Staff-Pro, and the University of Puget Sound. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and a portfolio management system to construct diversified portfolios while managing risk and tax considerations.

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Jessica Williams is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a brief tenure at Bofa Securities, Inc. in 2019. Outside of her advisory role, she serves as General Partner and Managing Member of two LLCs that manage family property for assisted living expenses. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Zavaglia is a financial advisor at Robert Baird & Co. in Tampa, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Skordilis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.