Jose Arguello is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley since 2021, as well as prior positions in education at Florida International University, Miami Dade College, and Lincoln International Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 supported by the Global Investment Committee’s return estimates and scenario modeling.

Eugene Charles is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at AGW Capital Advisors, Lion Street Advisors, Cassidy & Company, and USAA Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a broad range of portfolio management strategies.

Alison Painter is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. She is currently with Cetera, having also worked at Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, Painter is the managing member of an outboard motor sales business and provides trustee services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services. The firm supports both discretionary and non-discretionary accounts and features access to in-house and third-party managers.

Jarott Jaskolka is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and bringing 25 years of industry experience. He previously worked at Ameriprise for 26 years before joining LPL Financial in 2026. Outside of his advisory role, he owns Jarott Christian, LLC, a business used for managing his business-related expenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

William Coca is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at GTE Financial, Uber, E*TRADE Securities, Cricket Wireless, GC Services, Warner University, and Fort Meade Middle Senior High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools such as Monte Carlo simulations to support client outcomes.

Joshua Gray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes various roles prior to joining Fidelity, including positions at Towne Park and the University of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Kevin Maltezo is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has worked at OSAIC since 2018 and previously spent 25 years at Signator Investors, Inc. He is also president of First Heritage Financial Services, LLC, which conducts securities, investment advisory, and insurance activities. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and offers various programs including advisor-managed portfolios, third-party money manager options, and retirement plan consulting.

William Spriggs is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Sterling Financial Services, Inc. Outside of his advisory work, he has been involved in outside sales activities. OSAIC serves a wide range of clients, including individual investors, retirement plans, charities, and corporate entities. The firm offers brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Madison Frank is a Series 66-licensed financial advisor with Raymond James & Associates in Clearwater, FL. Madison has no prior industry experience but has held various roles outside finance, including involvement with the Black Crow Coffee Company and previous positions in education. 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 tailored financial planning and consulting services that are generally non-discretionary, supported by a broad range of portfolio management styles and affiliated research.

Jeremy Devin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Wise (TransferWise), as well as over a decade as a self-employed professional. 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, institutions, and various organizations, offering financial planning and consulting services primarily on a non-discretionary basis with diverse portfolio management options and a notable municipal advisory practice.

Teon Gunn is a financial advisor at Morgan Stanley in Tampa, FL, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory work, he is the sole proprietor of Her Things LLC, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Cameron Lee is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior work includes roles with the Tampa Bay Buccaneers and Hillsborough County Parks and Recreation. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Alex Muscati III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with XELA Ventures, LLC, an entity established for real estate development purposes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment committee inputs.

Ryan Barker is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 21 years before joining Raymond James & Associates in 2019. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Jesse Bernhardt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliated entities continuously since 2014. Raymond James & Associates, Inc. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicholas Slater is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 12 years of industry experience. His career has been primarily with various entities of Raymond James since 2015. 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, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services.

Arno Utegg Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently entered the industry and joined Raymond James in 2026. His prior work experience includes roles at University of San Diego, Paylocity, Paycom, Tebra, Flamingo Deck, Artemis Consulting, and LPL Financial. Raymond James & Associates, Inc. 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, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Alex Mc Namara is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work experience spans a variety of industries, including roles at Purlgata Supply LLC and Total Quality Logistics. Outside of finance, he has been involved with Purlgata Supply LLC, an entrepreneurial venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and invests approximately $2.74 trillion in client assets.

Kyle Maddock is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Fidelity Investments and LPS Capital LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Paris Manis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at First Command Advisory Services and held multiple positions within the First Command organization. He is also an officer in the Florida National Guard, serving as a Financial Management Officer. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs with client assets totaling approximately $2.74 trillion.