Adam Pace is a financial advisor with Wells Fargo Advisors in Largo, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a decade at Wells Fargo Clearing and a brief tenure at AmSouth Investment Services, Inc. Outside of his financial career, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions supported by proprietary research and tools.

Nereida Agosto is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Suncoast and engagements as a private contractor, as well as involvement with Living Faith since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by analytical tools like Monte Carlo simulations and Global Investment Committee estimates.

Kyle Kelly is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2017. Outside of his advisory role, he works part-time for Westshore Pizza, assisting with store closing and customer orders. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Casey O'Connor is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 credential and has worked within Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs. The firm employs structured planning tools and manages approximately $2.74 trillion in client assets.

John Mahoney Jr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley, among other firms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolio programs.

Matthew Jobes is a financial advisor with Ameriprise Financial Services LLC in Tampa, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to Ameriprise, he worked at AmeriLife for four years and has held various roles including with the Lexington Legends. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research, third-party data, and algorithmic tools to deliver personalized recommendations focused on income reliability and tax-aware withdrawal strategies.

Jesse Flatt is a CFA® charterholder and holds Series 63 and Series 66 licenses, with eight years of experience in the financial services industry. He currently works at UBS Financial Services and has previously been employed at Bank of America, City National Rochdale, Invesco Ltd., Fontanello, Duffield, & Otake LLP, Merrill, and Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Marsh is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for seven years and Ameriprise Financial for three years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Kyle Dalson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Brennan Hervey is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Petersburg, FL since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated capabilities under a fiduciary standard.

David De Vinney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, NA since 2017. He is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where appropriate.

Ryan Cooper is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His work history includes roles at Morgan Stanley, Charles Schwab & Co., DoorDash, and involvement with the Boy Scouts of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Oana Dunkel is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Fidelity Strategic Advisers LLC, part of Fidelity Investments, provides a range of investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary fundamental research combined with quantitative and algorithmic methods.

Omar De La Rosa is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with 16 years of industry experience. He has worked at Raymond James & Associates since 2011 and previously spent three years at RJIH. 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, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Drew Catanese is a financial advisor with Cetera holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Waddell & Reed. He is the author of "A Pathway to Financial Independence for Young Adults." Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through various program platforms and investment strategies.

Matthew Vancleve is a CFP® professional with 11 years of experience currently with Raymond James & Associates. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he owns a legal practice and serves as a notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Oliver Norton is a Planning Consultant at Fidelity Investments, where he works as part of a team to develop comprehensive and holistic financial plans for clients. He aims to connect with clients personally to understand their life goals and concerns in order to create tailored financial strategies that support their unique aspirations. Oliver has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2024. His professional experience centers on financial planning and collaborating with clients to navigate the challenges and rewards of developing strong financial plans. Outside of his professional work, Oliver enjoys activities such as spending time at the beach, fitness, hiking, soccer, traveling, and exploring food.

Steven Gilbert is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Eagle Fund Distributors, Inc., and Carillon Tower Advisers, Inc. since 2006, 2006, and 2008 respectively. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Thomas Bryant is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Ildemaro Asprino is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Personal Capital. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and serves a large client base through both advisor-led and online platforms.