Luiz Fontes is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007, including roles at UBS International and UBS AG. Outside of his advisory work, he is a co-owner of A&F Properties LLC, a real estate investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Samantha Bussiere is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at E*Trade Securities, HarborOne, Santander Securities, and Santander Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services directly to individuals as well as through Corporate Financial Planning agreements.

John Farrall is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked for PNC Private Bank for 14 years. Farrall also operates Farrall Wealth, a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Chivers is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she dedicates time weekly to bookkeeping for a family-owned business specializing in interferometers. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Kyle Zaslaw is a financial advisor at UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining UBS in 2026, he worked at Fidelity Investments and has a diverse background including roles in various organizations and youth sports leagues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joseph Snider is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His work history includes multiple engagements at Morgan Stanley and the University of Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of retail and institutional offerings.

John Stauffer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior roles include positions at The Edison and Vip Rips, as well as experience in education at Florida State University and T.R. Robinson High School IB. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools to support client financial goals.

Martyn Ballestero II is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at New York Life Insurance Co, HD Vest Insurance Agency, HD Vest Advisory Services, and Investment Professionals, Inc. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Michael Campoamor is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a recreational hunting property through C&M Ranch LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Mark Scaglione is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services for 31 years before joining Stifel Nicolaus & Co. Inc., where he has been since 2019. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Douglas Horner is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding the CFP® designation and Series 66 license with 24 years of industry experience. His prior roles include positions at Harwood Advisory Firm, Strategic Advisers, Fidelity Brokerage Services, and Ameriprise. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations within a non-discretionary program structure.

Joan Martinez is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 license and has previously worked at Morgan Stanley and Capital One Bank. Outside of her advisory work, Martinez operates AMR Solutions Specialist LLC, a biomedical equipment repair consulting service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Alvin Owens is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize structured discovery and firm-approved tools to model financial outcomes.

Luke Drummond is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes a position at Morgan Stanley and involvement in the United Shores Professional Baseball League. He also operates Generations Tax and Wealth Management LLC, providing tax-related services and wealth management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Gary Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 63 credential and over 43 years of industry experience. He has been with Raymond James for 25 years and concurrently serves as Treasurer at Hancor Promotions Inc., a role he has held for more than two decades. Additionally, he acts as trustee for a personal family trust, managing investments on behalf of his daughter. 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, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by various portfolio management styles and affiliated research.

Christie Roberts is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in July 2012 after 28 years at Smith Barney Harris Upham and the Cappello Group. Christie and her team focus on advising clients in investment management, retirement planning, and college savings, primarily serving families and generational wealth. Their investment expertise includes equity and fixed income securities, both taxable and tax-exempt. Additionally, they provide assistance with liability management, including securities-based lending and home financing products offered through Bank of America, N.A. Christie was born and raised in Tampa, Florida, and earned her Bachelor's Degree in Psychology from the University of South Florida in 1983. She holds FINRA Series 7, 63, and 3 registrations, licenses in Variable, Life & Health Insurance, and the designations of Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). Outside her professional role, Christie has served on the Board of Directors of the University Club of Tampa as a former President and has been a Board of Trustees member for Tampa Preparatory School.

John Few is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Few serves on the board and finance committee of the Hillsborough County Bar Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment programs and strategies within its service model.

Thomas Peel is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Charles Schwab in Tampa, FL. His career includes roles at Morgan Stanley, E*TRADE Securities, and Fidelity. 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 a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by a large integrated structure and centralized operational capabilities.

Isaiah Negron is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has three years of industry experience, including prior roles at Mutual of Omaha and Mutual of Omaha Investor Services. Negron is also involved in non-variable insurance activities in the Tampa, Florida area. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.

Hadi Abu Asab is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Raymond James & Associates and Grow Financial Federal Credit Union. 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 provides a broad range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.