Daniel Zucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is also involved with Bay Area PEO Solutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Alexia Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Debbie Alexander is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Shannon Glor is a CFP® professional with over 32 years of experience in financial services. She has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is based in Tampa, FL, and holds Series 63 and Series 65 licenses. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Brinton Parker is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, where he worked from 2010 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services across advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products through an integrated platform.

Malgorzata Pelletier is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2018, as well as Wells Fargo Bank, NA from 2010 to 2021. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Lontchar Jr. is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and Cape Securities, Inc. No notable outside activities were reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. 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 combines research from its own investment institute with third-party data to support diversified portfolio strategies.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at Fidelity Investments, MassMutual, and Park Avenue Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions. Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments. No information regarding his education, credentials, personal interests, or community involvement was provided.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Tyler Curtis is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Rob Capuano Financial and Lincoln Investment. He operates Curtis Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, and provides both discretionary and non-discretionary management services.

Caroline Carpenter is a financial advisor at Morgan Stanley in Tampa, FL, with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial and Northwestern Mutual Life Insurance Company. Prior to her financial career, she was employed at Moe's Southwest Grill and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and investment modeling.

Kamila Skibicka is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Wells Fargo Clearing, with her current tenure at Merrill beginning in 2022. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Wells Fargo N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Mullins is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for the Hamilton County Department of Education for 8 years. 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 operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Susan Holcomb is a financial advisor with Wells Fargo Clearing in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She 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, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored fiduciary services.

Steven Anastasia is a CFP® and ChFC® with 26 years of industry experience. He is currently with Ameriprise in Tampa, FL, having previously worked at Cetera and Regions Bank, as well as operating his own business. Outside of financial advising, he is a co-owner of Monty's Pizzeria in Clearwater, FL. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, delivering customized recommendations supported by research and modeling.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Ricardo Delgado is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at E*Trade. Outside of finance, Ricardo is a musician and performs with the band Beardsley on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and a range of retail and institutional investment options.