Kerri Bandola is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Murray is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he serves as a member of the Board of Directors for the Museum of Science and Industry in Tampa, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

David Cooney is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Thomson Brock Luger & Company and operated Cooney Financial. Outside of finance, he has managed Reel BBQ since 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through various programs, including Corporate Financial Planning agreements.

Adam Berger is a financial advisor at Morgan Stanley in Tampa, FL, with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked in the fitness and hospitality sectors and was also affiliated with the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Emily Najjar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. She is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Joseph Weston III is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., Darden Restaurants, and self-employment, as well as work during his time at the University of Tampa. Outside of advising, he owns Brown Box Direct LLC, a small business selling household goods on Amazon. Merrill serves a wide array of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities alongside a range of program strategies.

Isabella Floreani is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and has prior experience at Dimensional Fund Advisors and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a focus on eligible investment strategies and may include ESG considerations.

Jacqueline Elkin is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, she worked at Evan's and Greene LLP and the Gusdorf Law Firm. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment decision process supported by quantitative and qualitative research.

Eric Longphee is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is a partner in two LLCs that manage office space for his firm’s branch. 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 and non-discretionary consulting through various advisory programs and affiliated research resources.

Stephen Weston is a financial advisor with Primerica Advisors in Tampa, FL, holding a Series 65 credential and 12 years of industry experience. He has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Aquarius Worldwide Enterprises, LLC, which operates home care businesses including protective sealant application and professional cleaning services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Owen Majors is a financial advisor with LPL Enterprise, holding a Series 66 credential and based in Tampa, FL. He has been with LPL Enterprise since 2026 and has prior work experience at Trident Transport LLC and Reynolds American Inc. outside of the financial industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to various financial planning, trustee services, and insurance products.

Paul Agliano is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Fidelity Brokerage Services, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Molly Croyle is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Raymond James Financial Services, and Wells Fargo Advisors. She is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a range of financial planning and consulting services available.

Kristine Hartland is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise. Her career includes roles at Ameriprise Financial Services, Peace Wealth Management, and LPL Financial. In addition to her advisory work, she owns Revelation & Restoration, Inc., a consulting business, and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement income planning and ongoing advice through a centralized team working with the client’s advisor.

Troy Vaughan is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where he spent seven years, as well as Signator Investors, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tonya Burney is a financial advisor at Edward Jones in Tampa, FL, holding Series 66 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and T. Rowe Price Advisory Services, Inc., as well as work in education and counseling. She was previously involved with Burney Cool It Italian Ice, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

William Salansky is a Series 66 licensed advisor with J.P. Morgan Securities in Tampa, FL, having 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Scottrade and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Anthony York is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Tampa Firearms Academy LLC for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Rambo is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at SouthState Bank, Truist Advisory Services, Truist Investment Services, and SunTrust Investment Services. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs, and supports its advisors with advanced research tools and a variety of investment strategies.