David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 registration and 25 years of industry experience. He has worked at various affiliated firms within the Raymond James network since 2004 and operated Boyd Business Strategies from 2017 to 2020. In addition to his advisory work, Boyd serves as a non-public arbitrator for FINRA Dispute Resolution Services. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Joel Morales is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Nationwide Financial from 2014 to 2022 before joining OSAIC in 2022. Morales is also involved as an investment advisor representative and insurance broker with Platinum Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various investment options and third-party money managers.

Ryan Lynch is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Northwestern Mutual. Lynch has also been involved with the Brandywine YMCA and West Chester University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Scottrade and involvement with the New Meadowlands Stadium Company LLC. He has been with Raymond James in various capacities since 2018. 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 broad network of advisors and affiliated research resources.

Hafiz Ahmed is a financial advisor at Edward Jones in Largo, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fidelity Investments, ABT Associates, and Bank of America. Outside of his advisory work, he engages in food delivery through Uber Eats during off-hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Taylor is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2018, following earlier roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, Taylor serves as a board member at the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements supported by firm-approved software and a variety of specialized planning programs.

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2008, including Raymond James Financial and Raymond James Financial Services, Inc., as well as Motr Media. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management options.

Jonathan Arellano is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill and has held roles at Bank of America, N.A. since 2017 and previously worked at Fifth Third Bank from 2015 to 2017. Outside of his advisory role, he is a part owner and investor in New Fortuna Ventures LLC and serves as a board member of Junior Achievement of Tampa Bay. 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 plans, corporations, and charitable organizations.

Timothy Logan is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes over a decade with Wells Fargo entities, having worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he has ownership in a vacation rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations utilizing proprietary research and planning tools, with services spanning cash-flow, retirement, and specialized planning areas such as business-owner transitions and special-needs analysis.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

Tamara Shumate Brown is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2007. She is based in Tampa, FL, and holds a Series 63 license. She participates as a member of the Tampa Bay Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work history includes positions at Wells Fargo Clearing and SunTrust Advisory Services. 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, institutional investors, and charitable organizations, offering financial planning and consulting services, with a focus on non-discretionary advice supported by firm research and a range of portfolio management strategies.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Ezequiel Feliciano Bonet is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Suncoast Credit Union. He also worked at the University of South Florida before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Laura Stack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with various Raymond James entities since 2017, including Raymond James Financial Services Advisors, Inc. since 2025. Prior to that, she worked at MassMutual Arizona and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, with specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Invest Financial Corporation, Calton & Associates, Inc., and Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.