Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at T. Rowe Price Advisory Services and Aspire Financial Services. Outside of her advisory role, she operates The Purposed Professional LLC, providing career consulting and resume writing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Berni Castillo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Castillo worked at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Barnett is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following seven years at J.J.B. Hilliard, W.L. Lyons, LLC and two years at Edward Jones. Outside of his advisory role, he owns and manages rental properties. Robert Baird & Co. serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Andrew Mc Ilvaine is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He previously worked at Morgan Stanley and Cushman & Wakefield. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, using a range of portfolio management styles supported by affiliated research and sub-advisers.

John Shonk Jr. is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes a 20-year career in the United States Air Force and time at Fisher Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Jason Hughley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Cetera since 2019 and previously spent 10 years at Foresters Financial Services. Outside of his advisory role, he provides educational seminars as a retirement specialist and serves as a team-based model consultant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management and retirement plan services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Fernando Posada is a financial advisor at Fidelity with 44 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, BB&T Securities, and Investment Professionals, Inc., before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm serves a variety of clients including registered investment companies and operates with registered oversight and governance procedures.

Xavier Pujol is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 26 years at Signator Investors, Inc. Pujol also serves as a registered representative and insurance broker for Signature Financial Solutions, where he acts as a presenter and facilitator. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools, risk assessments, and access to third-party money managers through multiple advisory platforms.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Buccafusca is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and is the managing director of Tripod Wealth Management, LLC. Prior to joining Raymond James, he worked for twelve years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining notable services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Wax is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial in Tampa, FL. He has worked at Raymond James Financial Services, Inc. since 2002 and was a principal at Waller & Wax Advisors, Inc. for ten years. Wax is active in several nonprofit organizations in the Tampa area, holding board and finance committee roles with Champions for Children, Conn Memorial Foundation, and Copperhead Charities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting solutions and supports an extensive network of advisors and affiliated firms.

Robert Shields is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2015. Prior to entering financial services, he played professional baseball for six years after being drafted by the New York Mets in the third round of the Major League Baseball draft at age 21. His personal experience working with a financial advisor during his athletic career inspired him to pursue a career helping individuals and families meet their financial goals. Since beginning his financial services career in 2014, Robert has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He works with a diverse client base, including professional athletes, business owners, and physicians, focusing on areas such as retirement planning, family wealth management, legacy planning, and managing new wealth. Robert emphasizes collaboration with clients’ professional teams to coordinate comprehensive wealth management strategies. Robert holds a bachelor’s degree from Florida Southern College, where he attended on a baseball scholarship. He is active in his community, serving on the Board of Directors for Bayshore Little League and coaching a boys’ team. His personal interests include baseball, golf, fishing, boating, cooking, and spending time with his wife and two children in Lakewood Ranch, Florida.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Ritchie is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Hartford Funds Management Company. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Giovanny Vazquez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience in the restaurant and hospitality industry, including roles at Green Lemon/Ciccios Restaurant Group and Olive Garden/Darden. Vazquez also worked in education at the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach supported by investment research and algorithmic tools.

Thomas Trela is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 license and with 18 years of industry experience. His career includes roles at Maryland Financial Group, Cambridge Investment Research, MassMutual, Guardian Life, and T. Rowe Price Advisory Services. He is also an instructor providing remote presentations on financial planning and government benefits to government employees. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Nicholas Stylos is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. Stylos also operates ClearView Wealth Management as a financial planner. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s services include financial planning, access to third-party asset managers and TAMPs, and model-driven investment implementation.

Christopher Dolt is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Dolt is involved with the Military Officers Association of America, supporting military-related issues. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning backed by extensive asset management and firm-approved planning tools.