Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, she is the sole owner of an independent business based in Knoxville, Tennessee. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Heather Arnell is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Outside of her advisory role, she is involved part-time in selling beauty products through Monat Global Corp. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques as part of its advisory services.

Mace Maraman Jr. is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2013, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Duane Chaney is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of his advisory role, Chaney owns Stellar Tennis Events, LLC, a business that provides tennis event consulting and arranges appearances by celebrity tennis professionals. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, she owns LVP Designs, a business focused on creating and marketing crafts at local markets and fairs. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Sean Garcia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 12 years before joining Raymond James in 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, delivering wealth advisory and investment consulting primarily on a non-discretionary basis.

David De Zago is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Omnicell, Formulated Solutions, Powertronic Systems Florida Inc, Office Pride Commercial Cleaning, and Executive Level Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and proprietary tools to develop plans, managing approximately $2.74 trillion in client assets.

Karen Lewis is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and holds power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

Matthew Best is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 credential and eight years of industry experience. He has been with Edward Jones since 2017, with prior work experience at Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc. and Carillon Fund Distributors, Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, offering comprehensive planning and portfolio recommendations while clients maintain implementation authority.

Alec Underhill is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC, Florida Financial Advisors, and Florida State University. Outside of finance, he has experience with McCullough Design Services, LLC, and Giannis Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Kendall Rivera is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank and Ernst & Young. Outside of finance, he operates a cooking Instagram account as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Fidelity Brokerage Services and National Financial Services Corporation before joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining advisory capabilities with affiliated financing and investment banking services.

Jacob Layton is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working in various roles, including at Perry Ellis International and in educational positions at the University of South Florida, Legend High School, and Cimarron Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

Alexander Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Morgan Stanley and TD Ameritrade, as well as a variety of positions outside finance, including work at Bruno's Draft Kits and Ace Hardware. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Jordan Goldberg is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and spent 11 years at Scottrade, Inc. Additionally, he has been affiliated with the University of South Florida since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.