Matthew Dugan is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held positions at Fisher Investments since 2022 and previously worked at Peace River Electric Cooperative and NorthStar Home. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Grayson Davis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at Norland Capital, Specialty Dental Brands, and Totality Ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brittany Patrick is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Tech Data from 2014 to 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Omar Osman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC for seven years before joining his current firm in 2018. Outside of his advisory role, he is involved as a Business Development Manager with TBD Corp, focusing on AI-related activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

Michael Chrys is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been in the securities business since 1981 and currently serves as a Merrill Institutional Consultant professional. Michael focuses on consulting for institutional accounts, primarily Taft Hartley pension, welfare, and annuity funds, in addition to servicing the financial needs of several foundations, corporations, and high net worth individuals. Throughout his career, Michael has received numerous recognitions, including being named to Barron's "Top 1,500 Financial Advisors" list for ten consecutive years, and to the Barron's "Top 100 Institutional Consulting Teams" list as a member of the Chrys Group. He was also included in Barron's National ranking of "Top 30 Institutional Consultants" in 2015 and 2016, named to the Financial Times "Top 400 Financial Advisers" list in 2019, and repeatedly included in Forbes "Best-in-State Wealth Advisors" from 2021 to 2026. His expertise includes investment policy statement services, identifying top money managers, and ongoing oversight of these managers and accounts. Michael earned a Bachelor of Science degree in Civil Engineering from Syracuse University. He holds the Certified Investment Management Analyst® (CIMA®) designation, awarded in 2000 by the Investments & Wealth Institute® in conjunction with the Wharton Business School at the University of Pennsylvania. His FINRA registrations include Series 7, 63, 66, 3, 9, and 10, and he holds the New York State Life & Health Insurance License. Michael also maintains an Instrument Multi-Engine Private Pilots' License. Outside of his professional work, he enjoys boating, skiing, and traveling.

Margaret Roset is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Tampa, FL. Her career includes roles at A. G. Edwards & Sons, Inc. and multiple Raymond James entities dating back to 1999. She is the owner of MMOR Holdings, LLC, a support company for her Raymond James branch, and serves as co-trustee of a family trust. 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 institutions. The firm offers non-discretionary planning tailored to client goals through analytical tools and supports municipal and public finance work with specialized advisory programs.

Jordan Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he serves as CEO and President of Smith Wealth Advisory Group, a support company based in Tampa, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with tools that incorporate risk profiling and modeling to inform client decisions.

Cesar Centeno is a Senior Financial Advisor at Merrill Lynch Wealth Management. Originally from New York and born in Ecuador, he pursued his passion for finance by earning a Bachelor's Degree from the University of Tampa before choosing Tampa as his home. Cesar holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Cesar specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He leverages the resources of Merrill Lynch and Bank of America to help clients pursue their long-term financial goals through personalized wealth management strategies. In addition to his professional work, Cesar is involved in community organizations such as BNI, Tampa Business Club, The Tampa Club, and Toastmasters. He also has personal interests that include adventure sports, biking, boating, hiking, music, reading, running, skiing, traveling, and yoga.

Verity San Souci is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Jones is a financial advisor with LPL Enterprise holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Cornerstone Premier Management Inc, and Waddell & Reed. In addition to his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member of Tampa Bay Neighborhood Housing Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust custody, insurance, and lending services.

Robert Rose is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Banc of America Investment Services and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 advisors and approximately $671 billion in assets under management.

Evelyn Rodriguez Proenza is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Citibank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christine Houston is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Joseph Plyler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America from 2011 to 2017 before joining Wells Fargo in 2017. Plyler receives trail commissions from a disability insurance policy originating before his current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Grace Abramson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, following a one-year tenure at E*TRADE Securities. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Langston Bacchus is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked at Raymond James and held various roles outside the financial industry, including positions at Paramount Construction, Macy’s, and Sunshine Valet. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate advanced modeling techniques such as Monte Carlo simulations.

Michael Carey is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2002. Prior to UBS, he was employed at PriceWaterhouseCoopers beginning in 1989, where he is currently assisting with client transitions as he prepares to leave the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Donna Delmar is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC over a combined period of 22 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s model-driven investment approach includes access to third-party asset managers and wrap programs, alongside affiliated insurance and trust services.

Michael Valle is a financial advisor based in Tampa, FL, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at E*Trade Securities and Comerica Bank, as well as experience outside finance at Le Pain Quotidien. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers planning services that focus on structured discovery and outcome modeling.