John Pascarella is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also the owner of an ice cream store, American Financial Planning Co. d/b/a Lake Hiawatha Dairy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, with a focus on tailored, non-discretionary advice supported by in-house research and a range of portfolio management styles.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Goldman Sachs from 2021 to 2026 and has connections to Princeton University. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates quantitative and qualitative research to develop model asset allocations and includes broad derivatives and commodities capabilities.

Jefferson Craft is a financial advisor with LPL Enterprise holding a Series 65 designation and 28 years of industry experience. His prior career includes roles at Pruco Securities, LLC and over four decades at Craft & Company CPA's. Outside of finance, he has been involved with entrepreneurial ventures such as Home Refresh LLC and Wavespin Reels, Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and corporate entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Ryan Rodriguez is a financial advisor at LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2022 and previously spent five years at T. Rowe Price. Outside of his advisory role, he is employed as a finance supervisor at HLR Trucking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by advanced operational tools and a large network of over 22,800 advisors.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Jonathan Zollo is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside the industry, Zollo teaches music at Tarpon Springs High School and serves as treasurer of the Leadership Conservatory Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Christian Colling is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup/Citibank, Bank of America/Merrill Lynch, and Morgan & Morgan prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process and integrates forward-looking capital market assumptions to develop model asset allocations, with a range of regulatory registrations that support broader derivatives and commodities capabilities.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He provides comprehensive financial services to individuals, entrepreneurs, families, and businesses, delivering a family-office experience with customized support and financial oversight through a boutique-like practice within Merrill. He joined Merrill in 2003 and has been a member of The Valdes Group since 2007. Prior to that, Michael began his career in 1994 as an accountant specializing in financial services and worked five years at a regional brokerage firm. With over two decades of experience, Michael applies his expertise in financial management, cash flow analysis, legacy planning, estate coordination, retirement planning, tax minimization strategies, and employee benefit plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP®), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree in accounting from Bucknell University. Michael is involved in community organizations such as Meals on Wheels and Tampa Preparatory School. He was born and raised in Tampa, where he currently resides with his wife and two children. His personal interests include cooking, football, golfing, skiing, soccer, spending time with family, traveling, and watching movies.

Grant Hazel is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses. He has six years of industry experience, including previous roles at Fidelity Investments and Van Eck Securities Corporation. Outside of his advisory work, he also works as a bartender for Hubtap Mobile Event Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Cindy Engle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at JPMorgan Securities LLC and JPMorgan Chase from 2016 to 2018. Outside of her advisory work, she is an independent origami maker involved with the Safety Harbor Art and Music Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

Kelly Shelton is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at TradeSmith and Fidelity Brokerage Services and has experience outside finance, including a position at Two Sticks Bakery. Shelton is also associated with All Seasons Wealth, a support company for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and supports its services through a large network of advisors and affiliated firms.

David Grindel is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley Private Bank and Cambridge Investment Research Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Michael Falcon is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes a two-year period at Cushman & Wakefield. Falcon maintains an active real estate license through Epic Realty Group International but has no responsibilities in that role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michele Hunter is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1995 and concurrently affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by trading, account administration, and custody services.

Daniel Nicholls Franco is a financial advisor with Merrill based in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jeremy Richard is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2019 and has prior experience at Foresters Financial Services, Mutual of Omaha, and Royal Neighbors. Outside of his advisory work, he owns an apiary farm where he produces and sells honey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

George Hurley is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Outside of his advisory role, he manages rental properties in Tampa during his personal time. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored advice without individual security recommendations in standalone plans.

Christopher Colon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Edelman Financial Engines, LPL Financial LLC, Horace Mann Investors Inc, and USAA Investment Management Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.