Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

Anthony Kowalski is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at Cetera in Tampa, FL. He has been with Cetera and its related entities since 2015. Outside of his advisory work, he owns Two Toes Woodworking LLC, a business focused on making and selling woodworking products. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to a range of investment strategies and program structures.

Jeremy Henderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. for one year. 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 operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering a range of brokerage and advisory solutions.

William Day II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sydney Mc Evilly is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. Prior to joining Schwab, Mc Evilly held roles at Viage Group and Total Planning Veterinary Services, and has also been involved with the University of Florida Engagement Center. Outside of finance, Mc Evilly’s background includes education and entrepreneurial activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by centralized custody and an integrated operational structure.

Colin Wieand is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 credentials and having one year of industry experience. Prior to joining LPL Financial, he worked at Suncoast Credit Union and Abyde. He has also been involved in landscape design through Zeager Landscape Designs & Nursery LLC. 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 third-party asset management, supported by a large network of investment adviser representatives and a diverse set of investment strategies.

Nicholas Maceira is a financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*Trade Securities LLC since 2023. Prior to his finance career, he worked at Panera Bread and Hackensack Golf Club. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Edwin Cervantes is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PNC Bank, Marina Cantina, Short Block Technologies, and Publix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Kevin Callagy is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services and SunTrust Advisory Services. In addition to his advisory work, he is licensed to sell non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joshua Styler Tracy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked at Merrill, TD Bank, and various financial and non-financial roles including at Buckalew's Restaurant and Tavern and as part of the Surf City Beach Patrol. He has also held teaching positions at The University of Tampa and Ocean County College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment process.

Bethuel Taylor is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2010. Outside of his advisory role, he serves as an officer of Taylors Enterprises International, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Joshua Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022 before joining Equitable Advisors in 2022. Outside of his advisory role, he has a 50% ownership interest in a rental property in Baltimore. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models, including third-party sponsored programs and discretionary management, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Valdez is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking market assumptions to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Muhammed Syed is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, E*Trade Securities, and Raymond James and Associates, among others. Syed’s background includes work at the Department of Defense and a decade at Claremont Graduate University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Abdulaziz Albasri is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following three years at PNC Bank and PNC Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct diversified portfolios and employs various risk management techniques alongside tax-aware strategies.

Keith Wagner is a financial advisor with Fidelity Investments in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Morgan Stanley, and co-founding DP Training Solutions, a maritime education company. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Heinrichs is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory work, he owns and operates car-related events including the Corsa America Rally and Exotic Fest, a weekend car meet in Miami. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Lawrence Gardner is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Members Trust Company, Suncoast Credit Union, CUNA Brokerage Services, and Cetera. Gardner is based in Lutz, Florida. 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, including financial planning and institutional platforms, utilizing both model portfolios and customized strategies.

Logan Fairbanks is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with The Bailey Group, an outside insurance business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs to implement investment strategies.

Jason Arnold is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining the firm, he worked for nine years at Dan Newlin Injury Attorneys. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.