Jonathan Peralta is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at TD Ameritrade, Fidelity Investments, and Ernst & Young. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Mettler is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in retail and apparel companies including Volcom and American Eagle Outfitters. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.

Robert Burns is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large institution with a nationwide adviser force managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Zachary Mayes is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at various roles within Raymond James since 2022. Prior to his career in financial services, he was employed at Berkeley Preparatory School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical modeling and offers specialized advisory programs, including municipal finance and SIMPLE IRA employer consulting services.

Brianna Tabilas is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has worked previously at Merrill, Bank of America, and the University of Guam. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

David Vargas is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013. Vargas holds a Series 63 designation and serves on the board committee of the Carrollwood Reserve Homeowners Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Chad Zintel is a financial advisor at Raymond James & Associates with Series 63 and 65 licenses. He has been with Raymond James & Associates since 2017 and has prior experience at PricewaterhouseCoopers. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jessica Pena is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing seven years of industry experience. Her prior roles include positions at Citigroup from 2007 to 2016 and at Fiduciary Trust Company International from 2016 to 2017. She has been with Morgan Stanley since 2024. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Kevin Kozak is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 13 years of industry experience, all with Raymond James & Associates since 2012. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management approaches.

Matthew Ransom is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 21 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Benjamin Crayton is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He holds a Series 63 license and is based in St. Petersburg, FL. 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, institutional investors, and municipal entities, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brandon Bolock is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Eugene Crookshanks is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Cowan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and secular return estimates.

Clay Knuth is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Equitable Advisors since 2013, following a period at Axa Advisors. Based in Tampa, FL, he has worked exclusively within these affiliated firms throughout his career. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on risk assessment and matching clients to suitable investment models.

Matt Tucker is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients and their families to develop financial plans aimed at achieving their objectives and improving their financial situations. He emphasizes a collaborative approach to build ongoing relationships focused on financial independence. Matt has accumulated extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2012, including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Trader. He also served as Vice President Financial Consultant at Charles Schwab from 2018 to 2019 and worked as a Title Specialist at FSU Credit Union from 2010 to 2012. He holds a California Insurance License, supporting his work in providing financial and insurance solutions to clients.

Darrel Dacunha is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, personalized advice supported by algorithmic tools and oversight committees.

Joseph Perrini is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2024, he worked at Bank of America and Merrill Lynch from 2016 to 2024. Outside of his advisory role, Perrini is involved in providing continuing education credits for licensed contractors and offers business consulting services through Omni Resource Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Michael Verhulst is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. He is also president of Verhulst Wealth Management, Ltd., an investment-related firm he fully owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.