Jymes Blanc is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, in addition to early career experience at State Farm Insurance. He is based in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Rebekah Woei is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and several other firms. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ashley Tran is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2024, Tran worked at FIDELITY Brokerage Services LLC for nine years. 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 supported by structured discovery processes and firm-approved tools.

Natalia Konstantinova is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 11 years. Konstantinova is based in Tampa, FL. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Travis Gucciardo is a Series 66 licensed advisor with Cetera in Tampa, FL, with seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and also serves as a partner and CPA at Nelson & McKay CPAs LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, automated allocations, and bespoke strategies.

Matthew Miller is a CFP®-credentialed financial advisor with Ameriprise in St. Petersburg, FL, and has four years of industry experience. He has held various roles including positions at the University of Wisconsin-Whitewater and independent business ownership. Outside of financial advising, he is involved in a cardboard box sales business and is a member/partner at BEM Capital Partners, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically requiring significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Hanvey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at ADP for four years and has held various roles in the hospitality and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 planning process utilizing firm‑approved tools and scenario modeling.

Ana Romero is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, following a year at Equitable Advisors. Outside of her advisory role, she is an Independent Business Owner involved in e-commerce related to health and beauty products with Amway Global. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Patrick Bonanno is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 credential and previously worked at Sanford C. Bernstein & Co. LLC and Advisor Asset Management Inc. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Lauren Poindexter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at several firms, including Raymond James, Bank of America, Merrill, Charles Schwab, and Fidelity. Outside of her advisory role, she owns an Etsy shop called The Planted Laurel Shop, which sells pre-owned goods. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners and other niche areas, and integrates advisory services with various financial products and referral channels.

Adam Skonicki is a financial advisor at Ameriprise in Saint Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jordan Leuschke is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Nicole Lebaron is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Based in Tampa, FL, her career includes nearly a decade at Wells Fargo Advisors and over nine years at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Sara Nicholson is a financial advisor at Morgan Stanley with 22 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Nicholson serves as a board member for Prince William Academy, contributing to the school's growth and educational initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning processes supported by proprietary tools and methodologies.

Jo Moore is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She has held positions at Edward Jones from 2012 to 2018 before joining Thrivent in 2018. Moore holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Logan Devicente is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Stein is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked at Lunar Tide and Artists First, and has experience with Crimson Education and Fox 21 Television Studios. He also attended Yale University from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at The Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. In addition to his advisory role, he sells various types of insurance including life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance. The firm’s integrated platform combines advisory programs with active sales of financial products and leverages third-party asset management arrangements.

Katharine Curtis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include working at Raymond James from 2020 to 2023 and employment with Hillsborough County Public Schools from 2015 to 2020. Her background also includes a period of extended traveling in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Karen Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously was employed at The Buckle from 2013 to 2017. Based in Tampa, FL, her background spans both financial services and retail sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies crafted by internal teams and third-party managers, with support for trading, account administration, and custody.