Eric Reid is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at Florida Financial Advisors and has held roles outside finance including positions with several small businesses and teaching at The University of Tampa. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Christopher Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at various J.P. Morgan affiliates since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with a forward-looking capital market framework and includes a broader range of regulatory registrations related to derivatives and commodities.

Glenn Duncklee is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Lori Paradise is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2018, previously serving at Ameriprise Financial Services for seven years. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Paul Weinberger is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including National Securities Corporation and Cetera Financial Specialists LLC. Outside of advising, he is involved in art as an abstract painter and serves as president and tax preparer for Accountants Wealth National Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.

Kapil Bhatia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Randall Marcum is a Wealth Management Advisor and Senior Vice President based in Clearwater, Florida. He focuses on understanding the needs and motivations of affluent families he works with, delivering integrated strategies that help further their financial priorities. Randall offers clients a wide range of services including portfolio construction, education planning, liability management, retirement and estate planning strategies, with an emphasis on developing lifetime retirement income streams. He also collaborates closely with businesses to customize retirement and cash management strategies. Randall holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Elon University. Randall works with specialists from Merrill and Bank of America to provide clients with comprehensive wealth management services that integrate investment insights, banking convenience, and lending solutions. Active in his community, Randall follows Merrill's tradition of participating in community service and volunteers with local organizations. His personal interests include baseball, boating, cooking, fishing, golfing, surfing, woodworking, and spending time with his family.

John Faler is a financial advisor at Morgan Stanley in Palm Harbor, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Diana Jansen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase, New York Life Insurance Company, and Allstate Financial Services. She is also involved with Semper Financial Group, related to her LPL business activities. 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 offers a range of advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Steven Labelle is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Orne is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2017. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Merrill. 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 clientele, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Jonathan Zollo is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside the industry, Zollo teaches music at Tarpon Springs High School and serves as treasurer of the Leadership Conservatory Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Cindy Engle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at JPMorgan Securities LLC and JPMorgan Chase from 2016 to 2018. Outside of her advisory work, she is an independent origami maker involved with the Safety Harbor Art and Music Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

George Ohleyer is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2021 to 2023. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports advisory programs through a large network of advisors.

Kacie Solomon is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Jeremiah's Italian Ice in two separate periods totaling five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Todd Mazur is a financial advisor with LPL Financial in Oldsmar, Florida, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His background includes long-term roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Pinellas Education Foundation. He has also worked as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors offering diverse financial planning and investment management solutions.