Alexandra Valdes is a Wealth Management Advisor with The Valdes Group at Merrill Lynch Wealth Management. She joined the team in February 2018, focusing on relationship management and contributing to investment models and business development. Alexandra works with multiple generations of clients to provide comprehensive wealth management and education. Since 2023, Alexandra and her team have been recognized by Forbes among America's Top Wealth Management Teams, ranking #13 nationally and earning the #1 spot in North Florida for two consecutive years. These rankings reflect their excellence in client retention, industry experience, and wealth management best practices. Born and raised in Tampa, Florida, Alexandra graduated with honors from Florida State University in 2013 with bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra is involved in community organizations including Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously worked at Citigroup for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 66 licenses and is based in Tampa, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including prior roles at TD Ameritrade and Scottrade. Charles Schwab serves 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 a combination of non-discretionary and discretionary investment solutions supported by a large integrated platform and centralized operational structure.

Jeffrey Voehl is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and affiliated firms since 2013. He is based in Tampa, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen 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 and non-discretionary investment consulting through various advisory programs.

Gary Mahan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.

Steven Gildar is a financial advisor with OSAIC in Tampa, FL, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. He has previously worked with Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he is involved in selling life and health insurance products, employee benefits, and Medicare supplemental products through his sole proprietorship and as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs advanced asset allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and third-party commercial arrangements.

Simon Sumner is a financial advisor with LPL Financial in Tampa, FL, holding the CFA® designation and a Series 63 license. He has 15 years of industry experience, including a decade at The Bank of Tampa and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research and model portfolios supported by advanced technologies.

Michael Costantini is a CFP® professional with 36 years of experience in the financial industry. He is currently with Fidelity Investments in Tampa, FL, a position he has held since 2021. His prior roles include positions at Cetera Advisor Networks LLC and several other financial services firms. Outside of his advisory work, he performs as a musician in a band. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Jonathan Locklear is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including 10 years with both LPL Financial and The Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services with various program offerings supported by proprietary and third-party research.

Mark Elder is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Intrepid Capital Management and Dallas Bull, as well as involvement with Tampa Palms Country Club. He also worked at the University of South Florida from 2022 to 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Isabella Walters is a Series 66-licensed financial advisor at Morgan Stanley in Tampa, FL, with less than one year of industry experience. Her prior work includes roles outside the financial sector, such as positions with the Tampa Bay Buccaneers and various service industry jobs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional offerings alongside specialized investment and trading activities.

Christian Ellis is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior to that, he held positions at USAA Investment Management Company and various USAA financial advisory and planning entities from 2014 to 2020. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and planning services.

Christopher Fuller is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial career, Fuller was involved with Fresh Kitchen and played for the Lakeshore Chinooks. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.