Mark Sochinsky is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates a broad range of strategies, including an ESG eligibility framework.

Pierce Smith is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. His role includes serving as a resource for investing, retirement planning, saving for unexpected events, and providing access to Bank of America specialists across various financial services. He focuses on areas such as education planning, executive compensation, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. As a Merrill Financial Advisor, he collaborates with clients to define their goals and tailor portfolio strategies accordingly, providing ongoing advice to adapt as clients' needs change. Pierce holds a Bachelor's Degree from the University of South Carolina System and is a Personal Investment Advisor (PIA). He is a member of the Pelican Golf Club and the Ybor Chamber of Commerce, and participates in community involvement activities with Habitat for Humanity. Outside of work, he enjoys golfing, pickleball, skiing, surfing, and traveling.

Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

Jared Barclay is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans. His role focuses on aligning financial strategies with clients' unique goals and aspirations. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, Jared worked as a Customer Service Specialist at TD Ameritrade from 2018 to 2019. Outside of his professional work, Jared has interests in baseball, fitness, football, and traveling.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. His career includes positions at Merrill, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Cambridge since 2016. Outside of her advisory role, she is the managing member of Devan, LLC, a design consultation firm. 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 supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Richard Glazier III is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Banc of America Investment Services, Inc. from 2003 to 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

Steven Moffat is a Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2018. His professional experience also includes serving as Director of Investment Operations at Northwestern Mutual from 2015 to 2016, Financial Advisor at USAA from 2013 to 2015, and working with the Personal Services Group at T. Rowe Price from 2011 to 2013. As a Certified Financial Planner (CFP®), Steven collaborates closely with clients to develop comprehensive financial plans tailored to their unique family needs and goals. He emphasizes understanding each client's individual situation to act as an advocate in designing customized financial strategies.

Hunter Owens is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with two years of industry experience. His background includes multiple roles at Morgan Stanley and engagement with the University of Florida. Outside of his advisory work, Owens has been involved in a social media venture, generating passive income from a viral TikTok video. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

James Marquiss is a financial advisor at Edward Jones in Valrico, Florida, holding a Series 66 designation. He has over 20 years of prior experience at TBC Corporation and joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Carol Conrado is a financial advisor with LPL Enterprise holding a Series 66 credential and no prior industry experience. Her work history includes roles at Standard Bank Angola and several advisory firms, including Global Keystone Advisors and World Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities since 2016. 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 investment consulting with a range of portfolio management styles and affiliated research.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Amanda Smithy is a CFP® professional with five years of experience in financial services. She has been with UBS Financial Services since 2020, including its affiliated entities, and is based in Tampa, FL. Prior to her advisory role, she attended the University of Florida and worked briefly in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Taccara Edwards is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, she owns and operates Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment selections and offers a broad array of brokerage and advisory solutions.

Juan Castillo is a financial advisor with J.P. Morgan Securities and holds Series 63 and 66 licenses. He has 16 years of industry experience, including 14 years at J.P. Morgan Securities and ongoing tenure at JPMorgan Chase Bank, N.A. since 2010. 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 searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint Petersburg, Florida. 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 clients. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jody Clayton is a financial advisor at OSAIC with 19 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, she worked for Signator Investors, Inc. for 11 years. Outside of her advisory role, Clayton is the owner of a landscaping business and an author of pension-related books. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.