Janine Stubbs is a CFP® with 27 years of experience in the financial services industry. She has worked with firms including Valic Financial Advisors and Equitable Advisors before joining Osaic Wealth in 2025. She is also an insurance producer operating a sole proprietorship focused on annuity and insurance solutions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that emphasizes asset allocation and portfolio optimization.

Nader Shehub is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses. He has approximately one year of industry experience, including prior roles at the University of California Riverside and Ozmi Medical Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages billions in client assets and delivers services through a combination of direct client engagement and employer-based financial planning agreements.

David Weidner is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016, as well as Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Sebastian Baraybar is a financial advisor at LPL Financial in Tampa, FL, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Skyway CPA and various positions with the City of Saint Petersburg, Florida, as well as a brief tenure at Advanta IRA and the University of South Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kevin Whittington is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, Morgan Stanley, Invest Financial Corporation, and Waddell & Reed. Outside of his advisory work, he serves as a board member of Deuce Scoreboards, LLC, a company involved in sports and physical recreation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines broad client coverage with an integrated operational structure that includes brokerage, custody, and cash-sweep services.

Noah Chaberek is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked in marketing and advertising for Builders Price Installations, a general contracting firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver personalized investment solutions.

Wade Kornblith is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the Board of Directors for the Chateau on White Sands Homeowners Association and is a partner in Trident Hospitality Group, a restaurant management business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Christian Williams is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and one year of industry experience. He previously worked at Citi Bank and McAdam LLC, and has experience outside finance including ownership of a consulting business. His background also includes employment in the restaurant industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach involves model-driven investment implementation using portfolios developed by internal and third-party strategists, alongside financial planning and access to third-party asset managers.

Christopher Noble is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he is a partner and owner of Sennett Properties LLC, a real estate investment business. 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, pension plans, and charitable organizations, offering financial planning and consulting services through various advisory programs and institutional solutions.

Colin Castro is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. His professional background includes roles at MML Investors Services, MassMutual Life Insurance, and involvement with the IRONMAN Foundation, YMCA of Greater Louisville, University of Louisville, and Webber International University. He also maintains a side business as an insurance broker focusing on life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers programs including educational seminars, wrap accounts, and money-manager solutions.

Tyvan Sunday Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and the University of South Florida. Outside of his advisory work, he has experience in catering through his involvement with Catering by the Family. 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, and institutional investors.

Joey Jarvis is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has worked at Merrill and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities, where he has been since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting, with implementation support from affiliated entities.

Grieta Patenaude is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory roles, she has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often using third-party asset managers and investment programs.

Richard Bertrand is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, he held roles in various companies including Lexus, Omega Watches, Coca Cola Beverages Florida, and Dillards, as well as attending The Citadel Military College of South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Glynn is a financial advisor at Cambridge Investment Research Advisors in Tampa, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Services and First Command Advisory Services. Outside of his advisory role, he is a certified professional business coach with Diversified Professional Coaching, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Preston Duppins is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Morgan Stanley, and Genesis Financial Management, Inc. He is also an insurance agent specializing in life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-driven investment process and multiple program options.

Reid Poltun is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at UBS Financial Services and Leonardo DRS, as well as a tutoring business he operated for several years. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Cheryl Smith is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. Her previous roles include positions at Ameriprise Financial Services, JHS Capital Advisors, Gunnallen Financial, Oppenheimer, and Prudential Equity Group. Outside of her advisory work, she is a member of the Iris Calling Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and technology tools while managing over $819 billion in discretionary assets.

Mostafa Salama is a Series 66 licensed financial advisor with Merrill in Brandon, FL. He has six years of experience with Merrill and has previously worked at Bank of America, Wells Fargo Bank, and Sprint United Management. Salama also has teaching experience at The University of Arizona and Hillsborough Community College. 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 with both model-based and discretionary investment strategies.