Fabienne Bagwandeen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at E*Trade Securities and several educational organizations such as Charter Schools USA and the Pasco County School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Sharon Flaspohler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following 15 years at Invest Financial Corp. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Krug is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Morgan Stanley and Florida Financial Advisors and has a background in education, including a role as an SAT prep instructor and mathematics tutor. Outside of advising, he has been involved with WyzAnt as an employee focused on education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Kimberly Piercey is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2013, with a prior tenure at the firm from 2008 to 2010. Outside of her advisory role, she serves as a co-guardian advocate for a family member and is a notary public in Zephyrhills, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven approaches grounded in diversification and modern portfolio theory.

Darrell Hawkins is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Bank of America. Hawkins is currently based in Tampa, Florida. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ware is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007, currently based in Tampa, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Aiello is a financial advisor at Merrill with 16 years of experience at the firm and a total of 10 years in the industry. He holds the Series 66 designation and is based in Tampa, FL. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leon Montgomery III is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 credential and three years of industry experience. He has prior work experience at The Bank of Tampa and served as a client service associate in a financial institution role. Montgomery’s background also includes roles outside finance, such as positions at Carrollwood Gold and Country Club and the University of South Florida. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives who implement a variety of investment strategies.

Jeffrey Locker is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 18 years of industry experience, all with Raymond James since 2008. Outside of his advisory role, he serves as a board member and finance committee member at St Johns Episcopal Parish Day School, where he is involved in the school's master planning and executive compensation committees. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Christopher Wheatley is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in various roles. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Dylan Matthias is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work experience includes roles at EOS Fitness, The Bank of Tampa, AstraZeneca, and several other organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Edward Easterling is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, and Edward Jones. Easterling has also worked in community and commercial fishing roles earlier in his career. 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, supported by extensive research and technology tools.

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

Saray Leang is a Series 66 licensed advisor with 10 years of industry experience, currently with Merrill since 2022. Prior to joining Merrill, Leang worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. 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 individuals, high-net-worth clients, and institutions.

Aidan Kluge is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Safe Harbor Management Group and various ventures in hospitality and education. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Logan Veith is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, including prior roles at Westshore Financial and LPL Financial, LLC. His background also includes work outside finance, such as positions at Nike and various hospitality-related businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Dawn Fawcett is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Jean Buckholz is a financial advisor with Raymond James & Associates in Temple Terrace, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at various Raymond James entities as well as Waller & Wax Advisors, Inc. Since 2016, she has served as a power of attorney and personal representative. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.