Mark Hershenson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He previously worked at Commonwealth Capital Securities Corp. for 18 years and spent brief periods at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and quantitative models, with a focus on advisory services rather than individual security recommendations.

Preston Tagaras is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial since 2016. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lon Hatton is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee in fiduciary activities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.

Aino Dalencour is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, Dalencour held positions at Career Source and Uber, and has experience in cyber security education at the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Francis Mossett III is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mossett is involved in consulting and business ownership activities. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm serves individuals with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Hubert Whittaker is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with The Prudential Insurance Company of America and PRUCO Securities, LLC. Whittaker serves as a board member of the Whittaker Family Foundation, a nonprofit focused on financial awareness and support for youth, and is involved with the Arena Football League Players Union. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Alexandra Jara Martinez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with three years of industry experience. Her work history includes roles at Morgan Stanley since 2021 and prior experience at Regions Bank, Vans, and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning solutions.

Heather Hubbard is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has been with Cetera Investment Advisors LLC since 2014. Outside of her advisory work, she serves as president of Rest Eternal Mission Inc., a nonprofit organization, where she oversees board meetings and volunteer coordination. Cetera Investment Advisors LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services including discretionary and non-discretionary management, utilizing a multi-manager platform with access to affiliated and third-party managers.

Michael Works is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial strategies since 1996. He is a member of the Carlson Group, a goals-based wealth management team that serves families, individuals, and businesses across the country. The team focuses on portfolio management strategies tailored to clients' objectives and provides services including legacy planning, liquidity management, personal retirement planning, and retirement income. Michael earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. in 2002. He also holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Missouri in 1985 and completed high school at Saint Louis Mo Parkway West Senior High School. Before his career in financial advising, Michael served as a United States Marine, earning his title in 1983. He resides in Odessa, Florida, with his wife Amy, to whom he has been married for over 30 years, and their two children. In his spare time, Michael enjoys spending time with his family, following his favorite sports teams, and playing golf.

Adam Abelson is a Series 66-licensed financial advisor with Morgan Stanley in Palm Harbor, Florida, where he has worked since 2015. He has ten years of industry experience and serves on the investment committees of both Ruth Eckerd Hall and Temple Ahavat Shalom. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive process to support client financial strategies.

Justin Granit is a CFP® professional with five years of industry experience, currently advising at Raymond James & Associates since 2020. Prior to joining Raymond James, he worked for four years at WTSP, Tegna Broadcasting. 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, offering financial planning and consulting services supported by a nationwide adviser network.

Jonathan Diamond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Wayne, PA. 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 services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing its approach within the institutional advisory space.

Mathilda Waren is a financial advisor at LPL Financial in Dunedin, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, and has professional experience outside finance, including running The Grateful Bean Coffee House. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Carina Capella is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Prudential Insurance Company of America since 2013. Capella also operates Clear Path Advisory Group, a DBA through which she provides financial planning, investment management, and insurance services. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches with access to third-party asset managers and offers financial planning, brokerage, and insurance product services through its network of investment adviser representatives.

Paul Self is a Series 66 licensed financial advisor with 17 years of industry experience. He is affiliated with Primerica Advisors and has worked at related firms including Wealth By Design and PFS Investments Inc. Outside of his advisory role, he serves as the owner and administrator of Nasa Services, a non-investment-related business in Palm Harbor, FL. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Jose Rodriguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He has recently transitioned into financial advising with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across the financial and technology sectors, including positions at Publicis Groupe and TD Ameritrade/Charles Schwab. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory services supported by firm-approved tools and a broad range of investment programs.

Dennis Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Ginger Snyder is a CFP®-credentialed financial advisor with Raymond James & Associates in Tampa, FL, bringing 41 years of industry experience. She has been with Raymond James & Associates since 2007. 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 through a range of portfolio management styles and affiliated research resources.

Jose Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at The Cheesecake Factory and Applebee's, as well as teaching engagements at the University of South Florida Muma College of Business. Outside of advising, he serves as Vice President of Gonzalez Daughter and Son Transport Inc., an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.