Bryan Mc Kay is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Sandy Morris Financial and Brightway Insurance. Raymond James & Associates, Inc. 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, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser force.

Raymond Tromba is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2019 and previously at EBCS and ISG. Outside of advisory roles, he is a partner in a real estate investment business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Michael Valdes is a Private Wealth Advisor and the founder and senior advisor of The Valdes Group at Merrill Private Wealth Management. Since joining Merrill in 1985, he has directed a team of advisors who cater to the distinctive needs of ultra-high-net-worth clients. Michael specializes in developing wealth management strategies, focusing on areas such as asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification to help clients pursue their investment goals. Michael earned his Bachelor's degree from Loyola University in New Orleans, Louisiana. He holds the Personal Investment Advisor (PIA) designation and has been recognized nationally, including multiple listings on Forbes' "America's Top Wealth Advisors" and "Best-in-State Wealth Advisors" rankings. His expertise extends to managing the impact of macro-economic movements on investment returns, refining strategies in response to changing market conditions. Born and raised in Tampa, Michael is married and has four daughters. He is involved in community philanthropic efforts including The V Foundation for Cancer Research, The Straz Center for the Performing Arts, St. Joseph's Hospital, Jesuit High School, the Academy of The Holy Names Softball program, and Christ the King Church. He has also managed youth softball teams that have achieved significant championships.

Timothy Harris is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at T Rowe Price Investment Services, Inc. from 2007 to 2019 and a period as a self-employed advisor before joining Morgan Stanley in 2021. 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, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Margaret Pacheco is a financial advisor with Stifel in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Samuel Taylor is a financial advisor with Wells Fargo Clearing in Tampa, FL. He holds a Series 63 designation and has five years of experience at Wells Fargo Clearing following roles in fitness and education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jessica Agostinis is a financial advisor at Merrill in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is involved in entrepreneurial activities, including developing a candy invention and co-managing an online affiliate advertising business related to home security products. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party managers.

Mason Trippe is a financial advisor with UBS Financial Services in Tampa, FL, holding the Series 66 designation and four years of industry experience. His career includes roles at UBS Financial Services, The Mather Group, Cardinal Group, and Raymond James. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Marc Ugo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is based in Tampa, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hilary Alterman is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, Hilary volunteers with the Jewish Book Festival through the Tampa JCCs & Federation and manages a local t-shirt business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Steven Brazell is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior work includes positions at Edward Jones, First Command Brokerage Services, and a 20-year career in the United States Army. He is based in Tampa, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by proprietary research and technology tools.

Michael Minter Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephanie Klausing is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank NA dating back to 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting.

Hannah Crevier is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2021 and previously spent eleven years with Functional Pathways. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patricia Green is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Christopher Coram is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Daniel Westuba is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at First Command Advisory Services and Waddell & Reed. Outside of his advisory work, he operates a business entity for tax and investment purposes and is involved in non-variable insurance activities. 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.

Laine Wilson is a financial advisor with Merrill in Apollo Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. Outside of advising, Wilson works as a consultant and independent contractor selling crafts on Etsy. 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 individuals, high-net-worth clients, and various institutions.

Velen Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been providing wealth management services since 1988, with experience supporting successful individuals and their families through customized investment planning, retirement planning, and credit solutions through Bank of America. Velen's expertise includes facilitating clients' access to financial services such as cash management, liability management, and estate planning, as well as financial education for the next generation. Velen joined Merrill in 2004 after 16 years in private banking and wealth management at national banks. She holds a Bachelor's degree in Multinational Business Operations with a minor in Spanish from Florida State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. Additionally, she holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Tampa, Velen resides there with her family. She is actively involved in the community, serving as a founding board member of Young Catholic Professionals Tampa, a member of the board of trustees for the Academy of the Holy Names, and participating in various philanthropic and community organizations. Velen and her team have received multiple recognitions from Forbes for their wealth management services, including listings on the "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams Private Wealth."