Zeyad El Shami is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations with one year of industry experience. His prior work includes positions at Sunwater Capital and Aeronautical Systems Inc., as well as a four-year period at The University of Edinburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms including National Asset Management and National Securities Corp. In addition to his advisory role, he serves as a CPA and financial professional at Generations Tax & Wealth Management and prepares tax returns through DF Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, utilizing a multi-manager platform with varied program options and ongoing client supervision.

Robert Griffin is a financial advisor at Merrill in Tampa, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2011. 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 for individuals, high-net-worth clients, and institutions. The firm’s investment approach includes strategic and tactical asset allocation with options designed for tax-sensitive investors.

Connor Joy is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial roadmaps and comprehensive plans. His approach emphasizes understanding clients' priorities related to their goals, family, and investments, utilizing Fidelity's resources to create personalized strategies. Connor has held several roles within Fidelity Investments, including Relationship Manager and Financial Representative, reflecting his progression in the financial services field. Prior to joining Fidelity, he worked as an Investment Planner at Florida Financial Advisors and began his career as a Teller at Freedom Credit Union. Outside of his professional work, Connor engages in fitness activities such as golf, running, skiing, and enjoys watching movies.

Nicholas Lizzio is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and various investment strategies in its advisory services.

Zakaria Fourari is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Cetera, USAA Financial Planning Services, and PNC Wealth Management. Outside of his advisory role, he is involved in business entities including ZFL Industries LLC, where he serves as owner and manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Primerica Financial Services since 1996 and Primerica Advisors since 2014. Outside of advisory work, he manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies developed by third-party managers and supported by custodial and trade execution services.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2009, following a prior role at Banc of America Investment Services, Inc. from 2007 to 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Edmund Iannelli is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Frito Lay, and Auburn University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC for nine years. Outside of advising, he owns and operates a real estate company that invests in foreclosures and tax liens. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and recent consolidation activity.

Kent Voges is a financial advisor with LPL Financial in Tampa, FL, holding a Series 65 designation and 38 years of industry experience. He previously worked at VALIC Financial Advisors for 28 years and Agia for 4 years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and third-party asset management.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior experience includes roles at VALIC Financial Advisors and Agia. Outside of advising, he is the owner of facegrab.com, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms.

Kayla Mc Kee is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with six years of industry experience. Her previous roles include positions at E*Trade Securities and a brief tenure at Ole Style Deli. She also worked at the University of Tampa for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that employs firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse services encompassing retail and institutional investment options.

Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers, and Waddell & Reed. His outside activities include managing Bayrock Nelson LLC, a business entity for tax and investment purposes that is not investment related. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Roderick O'Connor is a financial advisor with Edward Jones in Safety Harbor, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he coaches swimming at a country club aquatic center and writes articles online about parents who have lost children. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and reported approximately $1.01 trillion in assets under management.

Michael Miller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Keith Mevorah is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 22 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved in mechanical automotive restoration. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided through investment adviser representatives who may use various discretionary and non-discretionary strategies.

Grant Wilhelm 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, he worked with Coding Campus DBA V School for five years and served in the United States Air Force from 2015 to 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured discovery conversations and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Michael Reinhardt is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, Morgan Stanley, and T. Rowe Price, as well as five years of service in the Army National Guard. He has been affiliated with the University of Florida for over a decade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a central operational structure.