Valkyrie Lang is a financial advisor at Fisher Investments with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corp. and New York Life. Outside of finance, Lang owns a retail business offering body care and skincare products directly to consumers. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management with a focus on equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Thomas Farrell is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Schwab in 2013, he worked in real estate and property management for four years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a multi-asset model portfolio approach supported by dedicated due diligence and integrated custody and brokerage services.

Pierce Baur is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Onward Reserve and had various roles including operating Tiki Lees Dock Bar and Beef Brothers Deli. He also has experience in education through Clemson University and Howard County Public Schools. Morgan Stanley Wealth Management is an 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed around structured planning conversations, acting principally in an advisory capacity.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and four years of industry experience. In addition to her advisory roles at LPL Financial and Heath Wealth Management LLC, she is a board member of Shaughnessy Law PLLC, a law firm she has been affiliated with for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, and institutions. The firm offers a broad range of advisory platforms and utilizes technology tools to support advisors in delivering customized strategies.

Robert Lobello is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked in various part-time and temporary roles and was a full-time student at the University of Tampa and Saint Joseph's University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Julian Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab, J Kelly & Associates, and Regions Bank. Hernandez is based in Tampa, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Inhouse III is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Merrill since 1990. Outside of his advisory role, he is co-owner of Sea Suite Holdings, LLC, a charter boat business in Longboat Key, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Graham is a financial advisor with Ameriprise in Tampa, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018, with prior roles at Aflac and other positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning through a collaborative, non-discretionary approach using proprietary research and tools.

Julissa Nunez Jaquez is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has previously worked at Citigroup and Santander Securities, LLC, as well as Santander Bank, NA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Afsana Khan is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Bank of America, Synerfac Inc, Kohl's Inc, and several other firms. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Townsend is a financial advisor with Fidelity in Tampa, FL, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has been with Fidelity Brokerage Services since 2016 and has worked within various Fidelity divisions, including Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary management, advisory work, and model portfolio delivery.

James Moroney is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jeffrey Dietz is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Edelman Financial Engines and has previously worked at Fisher Investments, J.P. Morgan Securities, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.

Gonzalo Espinoza is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Mantis Funding LLC, Magen Wealth Management, and Sabadell Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a broad range of investment and financial services.

Ruben Blaya Leyva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that address a full financial picture, helping clients pursue their long-term goals through a flexible approach suited to changing market conditions. Ruben provides access to Merrill's investment insights combined with Bank of America's banking convenience and lending solutions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Ruben holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Florida - Saint Petersburg. Ruben is involved with professional and community organizations such as Feeding America, Feeding Tampa Bay, and New Life Warehouse. He is bilingual in English and Spanish. Outside of work, Ruben enjoys basketball, cooking, football, hiking, music, reading, running, spending time with his family, traveling, and writing.

Robert Sklaver is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes multiple roles at Charles Schwab and Fisher Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic allocation and periodic reviews.

Joshua Starnes is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Hornor, Townsend & Kent LLC and several educational institutions. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Racheal Freeman is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, she worked at Bank of America from 2015 to 2019 and has been involved part-time in assembling repair kits for inflatables through Tearepair Inc since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Genevieve Shoats is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at Raymond James Financial and Esports Entertainment Group Inc., along with various teaching appointments at the University of South Florida and local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Oleksandra Droval is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Her background includes roles at Cardinal Financial, Bay to Bay Lending, and McBride Kelly and Associates, where she is also involved as a real estate broker. She has military experience serving in the U.S. Army since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.