Jacob Caswell is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company and has a background that includes roles in insurance and retail. He is also an insurance agent licensed to sell life, health, and annuities products. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by advanced modeling tools and offers a wide range of retail and institutional investment services.

James Kopco is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Kopco is also a part owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds.

Michael Travis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that incorporate a range of portfolio management styles supported by firm research and affiliated sub-advisers.

James Bronson is a financial advisor with Wells Fargo Clearing based in Saint Petersburg, FL. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Outside of his advisory role, he provides consulting services for Tampa Window Shades, advising on large and complex window treatment projects. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by proprietary research and modern portfolio theory.

Thomas Powell is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2022. Prior to his advisory role, he was a full-time student for 14 years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that incorporates quantitative and qualitative analysis to manage diversified portfolios.

Tamara Sadowski is a CFP® with 18 years of industry experience, currently serving at Fidelity. Her career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and advanced analytics in portfolio management.

Marc Beshany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include working at Prudential Equity Group, LLC from 2001 to 2003. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kareli Lopez Montoya is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Morgan Stanley Smith Barney LLC. Her background also includes periods dedicated to homemaking. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Brian Bower is a CFP® professional with nine years of experience in financial advising, currently serving at Edward Jones since 2017. Prior to this, he has been involved with Plan B MarineServices since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated financial services through a large network of advisors and branch offices.

Michael Espinosa is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Uber, Target, and several other companies. Merrill, along 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 variety of clients including individuals, high-net-worth clients, and institutional investors.

Irene Cromartie is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Raymond James Financial Services, Morgan Stanley, CapTel, Capital One, and Kepro. Outside of her advisory work, she also works as an independent contractor delivering food for DoorDash in Tampa, Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios comprised of mutual funds, ETFs, and ETPs.

Joshua Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His prior experience includes roles at T. Rowe Price and Grove Point Advisors. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical modeling tools to support non-discretionary planning and offers unique services such as municipal and public-finance advising alongside a SIMPLE IRA Employer Advisory program.

Ryan Coleman is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Solutions LLC, Rollins College, and Calvary Christian High School. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting multiple advisory strategies and third-party manager selections.

Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Ford Motor Credit, Childcare Solutions, and Sony/ATV Music Publishing. 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, and offers financial planning and advisory services that incorporate risk profiling and software-driven analyses.

Margaret Salvatore is a financial advisor at Raymond James & Associates with two years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Baird and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research resources.

Jeremy Dicocco is a financial advisor with LPL Enterprise holding a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Ernst & Young and service in the United States Air Force. Outside of his advisory role, he is a business owner of Designs by DiCocco. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutions. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Robert Cann is a financial advisor with Primerica Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments, Inc. since 2011. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation through BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Vannie Andolino is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Vannie worked in education and held roles at Snowshack and Stein Mart. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning.

Matthew Brookins is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at Innisbrook Golf and Spa Resort for four years before joining Raymond James. 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, and municipal entities, offering financial planning and consulting services that are generally non-discretionary and supported by a range of portfolio management styles and affiliated research.

Baunit Acosta Calderin is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping athletes, business owners, and families create purposeful financial strategies tailored to their unique priorities and goals. Baunit emphasizes collaboration in developing personalized plans that address family wealth management, legacy planning, personal retirement planning, small business strategies, and supporting women with wealth. Baunit holds an Associate's Degree from Hillsborough Community College and holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and serves as a resource for comprehensive financial guidance, including investing, retirement planning, and access to banking and credit solutions through Bank of America specialists. Outside of his professional work, Baunit enjoys camping, music, skydiving, spending time with his family, and watching movies. He is associated with professional organizations such as the American Cancer Society, St. Jude, and Susan G. Komen.