Matt Shore is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and market modeling techniques.

Joshua Bennett is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory career, he was employed at Publix Super Markets Inc. for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

George Fellios is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 and consulting through various advisory programs and drawing on a wide range of portfolio management styles and affiliated research.

Kate Smith is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for three years. 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 searches, and customized performance reporting through a non-discretionary program.

Zachary Armstrong is a financial advisor with Ameriprise in Tampa, FL, holding the Series 66 designation and four years of industry experience. His previous roles include positions at Morgan Stanley and TD Bank. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joy Drewior is a financial advisor with Merrill in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wachovia Securities Financial Network and a caregiving role before joining Merrill in 2018. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jasmine Butler is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Tampa, FL, bringing 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of financial advisors and branches.

David Brand is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and corporate agreements.

Peter Blake is a financial advisor with Edward Jones in Brandon, FL, holding a Series 66 designation and eight years of industry experience. He has held various roles since 2007, including positions at Primerica and First Watch Restaurants. Outside of his advisory work, Blake is actively involved in lacrosse coaching at multiple levels, serving as a head coach for high school and club teams and directing boys lacrosse programs in the Hillsborough County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a diverse range of investment strategies and affiliated capabilities, operating under a fiduciary standard when providing advisory services.

Ryan Tillema is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at GWFS Equities, Inc. in 2022 and has experience outside finance, including roles at Aldi US and Palm Harbor Chick-Fil-A. He also works as a contractor for Instacart. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Andrew Cappello is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and Bank of America, N.A. since 2012. He is based in Tampa, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple program strategies with both client and advisor discretion, supported by a CIO-led platform and integrated capital-markets capabilities through its affiliation with Bank of America.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Overton is a financial advisor with Ameriprise in Tampa, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the Board of Directors for Tr-Tronics, a non-investment-related organization. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joel Summerlin is a Senior Financial Advisor at Merrill Lynch Wealth Management in Tampa, Florida. He has been with Merrill Lynch since 1992 and holds the title of Senior Vice President and Portfolio Advisor. Joel brings over 30 years of experience in the financial services industry, specializing in providing clients with individualized investment guidance. He is a qualified Portfolio Advisor, offering recommendations on a range of strategies including Merrill and approved third-party investment managers’ funds and portfolios. Joel earned a Bachelor of Science degree from the University of Alabama. His approach centers on understanding clients’ life priorities and collaborating to develop personalized financial plans tailored to their individual goals and aspirations. He emphasizes providing clients with clarity around investment opportunities and market conditions to support informed decision-making. Joel is committed to offering extensive resources and service to help clients achieve their personal and financial objectives.

Daniel Pava is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has also served in the U.S. Army since 2018. His previous work includes roles at Morgan Stanley Private Bank and various positions at the University of South Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.

Josh Kollman is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to his current roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., he spent 19 years at The Northern Trust Company. He serves as a board member of the Children's Home Foundation Inc., a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Stuart Schott is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, previously working at Wachovia Bank, N.A. since 2007. 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, utilizing research from Wells Fargo Investment Institute and third-party analytics.

Hazel Mc Queen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Goldman Sachs and the Gleneagles Group Family Office. 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. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Ryan Brannon is a financial advisor at UBS Financial Services in Tampa, FL, with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and research resources.