Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked for UBS Financial Services Inc. for 16 years. 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 services.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 2017. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alyssa Bui is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to her finance career, she worked at Beachwood BBQ and Brewing and at California State University, Long Beach. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and relationships with investment companies and private funds.

Misty McFarlane is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Signator Investors Inc from 2008 to 2018. Additionally, she serves as President of Strategic Financial Partners, LLC, which markets securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Billy Slater is a financial advisor with Wells Fargo Clearing in Hudson, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with a long tenure at Wachovia Bank, N.A. beginning in 2002. Outside of his advisory role, he is a part-owner and rent collector of a rental property in Fort Pierce, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Peterman is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes positions at Charles Schwab and multiple roles within USAA, spanning financial planning and investment management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

William Graddy III is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked six years at Stream Realty Partners and spent four years at the University of Florida. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning using firm-approved tools and programs, including specialized services such as Divorce Planning and employer-sponsored planning.

Eric Parker is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life. He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.

John Faircloth Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of a condominium association in Belleair Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

George Currence is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations and with 23 years of industry experience. His prior firms include E*TRADE Capital Management and Raymond James Financial Services. He also serves as an arbitrator on FINRA arbitration panels. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed through a comprehensive process that includes planning but typically does not extend to individual security recommendations.

Garrett Ganey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following three years at Bank of America, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jill Kelly is a CFP® professional with 34 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kathleen Schultz is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She worked at Citigroup Global Markets for 32 years before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment platform.

Sean Weber is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved in managing a rental property. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools but does not provide individual security recommendations in standalone plans.

Robert Cecil is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. He has held roles within Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and briefly at Proforma. Cecil serves as a board member and secretary of the Save Your World Foundation, a local nonprofit focused on allocating funds to charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and a broad suite of products, managing approximately $2.74 trillion in client assets.

Joseph Fernandes is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at RSM US LLP and has experience in diverse roles including positions at Luke's New York Bagels and Stanley Chair Co., as well as academic involvement at the University of Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, including Monte Carlo simulations, to develop tailored financial plans.

Robert Hartland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Ameriprise and Linsco/Private Ledger Corp. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Amrou Kenjawi is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Merrill in 2018, Kenjawi worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Salvatore Ricco is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. Based in Tampa, FL, he also operates as an independent insurance agent through Ricco Wealth Partners, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals.