Brady Walsh is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, holding one year of industry experience. His prior roles include positions at Raymond James & Associates, Absolute Funding Ventures, ReliaQuest, and previous employment with UBS. He is also the owner of JBL Strategic Investments, LLC, an entity involved in a real estate partnership interest. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including futures commission merchant activities and affiliated banking programs.

Robert Stark is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in entrepreneurial financial ventures, including owning and operating Pioneer Financial Associates Inc. and ONE STOP FINANCIAL. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various investment platforms, proprietary model strategies, and unaffiliated third-party advisers.

Cesar Polanco Regalado is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and four years of industry experience. His career includes multiple roles within Wells Fargo Bank and a brief period at Lyft, Inc. before that, he spent ten years at DataVimenCa. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Burns is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Tampa, FL, and has been in the industry for three years. His prior experience includes seven years of service in the United States Marine Corps and concurrent roles at Georgetown University since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Debra Meier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and six years of industry experience. She previously worked at Smith, Moore & Co. for six years and Ann Taylor for three years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations to assist clients in financial planning.

Max Consoni is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His career includes roles at 401k Generation and various positions while completing his education at the University of Central Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets with a financial planning process that involves structured discovery conversations and firm-approved planning tools.

Michael Nieves is a financial advisor at Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to that, he worked in office support services for one year. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Joseph Boswell is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Trinity Wealth Securities LLC. Boswell served in the U.S. Air Force for 20 years before transitioning to the financial sector. 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 employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Susan Craig is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a published author of a children's photo book on African animals available in seven languages and serves on the Board of Directors for The Vanguard School, a private boarding school for children ages 6 to 12. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and global market estimates in its services.

John Clifford is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of advising, he is president of Jay Clifford LLC and operates Clifford Collectibles, a sports cards and memorabilia business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christine Kelley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads a team of investment professionals providing comprehensive financial advice and planning services. She joined Merrill in 2019 and brings 13 years of experience in the financial services industry. Christine's expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. She works closely with corporate executives to integrate their benefits into long-term financial strategies and offers guidance in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Her approach emphasizes personalized, one-on-one collaboration to develop tailored financial strategies. She holds a Bachelor's Degree from the University of Cincinnati and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Christine participates in community volunteer activities and pursues personal interests such as cooking, dancing, fishing, genealogy, horseback riding, interior decorating, knitting and crocheting, reading, skiing, and traveling.

Andrew Soto is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Before joining Merrill in 2025, he held various roles in the service and hospitality sectors and was a student at the University of South Florida from 2022 to 2025. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Conrow is a financial advisor with Ameriprise in Plant City, FL, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He spent 10 years at Edward Jones before joining Ameriprise in 2025. 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 and tax-aware withdrawal strategies.

Andrew Smith is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Tampa, FL, returning to the firm in 2023 after previously working there from 2015 to 2019. His prior experience includes four years at Goldman Sachs and three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Michael Lehman is a CFP®-designated financial advisor with LPL Financial, based in Brandon, FL, and has 31 years of industry experience. His prior work includes roles at Investment Centers Of America, Inc. and Invest Financial Corporation. 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 technology and a large network of investment adviser representatives.

Tucker Dooley is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Charles Schwab in Tampa, Florida, where he has worked since 2019. Prior to Schwab, he was employed at T. Rowe Price for three years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and alternative investment due diligence.

Randall Andersen is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He 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.

Marci Mustachio is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anthony Scaglione is a financial advisor with Stifel in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he is involved with Rivercrest LLC, a personal care products company, where he serves as Vice President of Development, and he holds several leadership roles with the Ybor City Rotary Club, including Environmental Projects Chairman and trustee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Suresh Attal is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently a financial advisor at UBS Financial Services, having joined the firm in 2022 after prior roles at Raymond James & Associates and Vive FX LLC. Outside of advising, he is involved in several business ventures, including partnerships in distribution and manufacturing entities in India, as well as multiple business ownership roles focused on strategic partnerships and marketing initiatives locally. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.