Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Laura Hickman is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC prior to joining Merrill and Bank of America in 2024. Outside of her advisory role, she is an independent representative for Avon, a cosmetics business. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Hong is a financial advisor with Morgan Stanley in Tampa, FL. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked in various roles outside the financial services industry, including positions at Total Quality Logistics, Masa Tallahassee, BJ's Brewhouse, Potbelly's, Sam's Club, and Freedom High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through both direct individual plans and corporate financial planning agreements.

Glenn Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1995. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Gabriel Hooven is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2023. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment options, combining integrated custody, brokerage, and advisory services.

Tara Clark is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Osaic since 2018 and previously held roles at Signator Investors, Inc. and GFA Financial Group, LLC. Outside of her advisory work, she is involved in selling life insurance through GFA Financial Group, LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

John Bowman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several Raymond James entities since 1997 and previously served with JWB Holdings LLC. Outside of advising, he serves on a FINRA arbitration panel and acts as an executor of estates for family and friends. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are typically non-discretionary, utilizing various portfolio management styles and firm research, with notable capabilities in municipal advisory and related market-making activities.

Rockcliff Christie is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Primerica Advisors. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.

Paul Cusma is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and proprietary tools and includes a wide range of retail and institutional offerings.

Christopher Caruso Schatz is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, he held positions at Wrap Technologies and Think Equity, among others. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored arrangements.

Francis Godbold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 56 years of industry experience. He has been with Raymond James & Associates for 54 years. Outside of his advisory role, he serves on the investment committee of the First Presbyterian Church and is the founder and CEO of the Godbold Foundation, where he manages the foundation’s investment portfolio and oversees charitable distributions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management styles supported by affiliated research and model managers.

Victoria Morin is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and has previously worked at Ameriprise and various other organizations. Outside of her advisory role, she is a co-owner and founder of Fifi's Inv, a business focused on developing pet supplements for dogs. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved tools and delivers recommendations without investment discretion.

Bryan Beatty is a CFP® professional with 14 years of industry experience. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors, and Thrivent Investment Management. Bryan is based in Palm Harbor, FL. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and technological tools.

Robert Carney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2013. Carney is also the owner and president of Carney Investment Management LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning, investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research resources.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Sasa Prcic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citi Private Bank and USAA Financial Services. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles.

Leslie Thornton is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2016 and serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that utilizes firm-approved tools and strategies to support clients' financial goals.

Niko Sacoolas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Apple Inc. and Tesla. Primerica Advisors serves primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, using model-delivery strategies created by unaffiliated asset managers.