Danny Vargas is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. since 2022. 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 services supported by structured discovery and advanced planning tools.

Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 including tailored financial planning, utilizing structured discovery and firm-approved tools to support client decision-making.

Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and methodologies.

Andrew Murphy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional programs.

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango LLC. 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, offering tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

Eric Bennett II is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing one year of industry experience. He has worked at Morgan Stanley since 2024 and previously operated Bennett Financial LLC since 2021. Before his advisory career, he spent six years working in education. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques, with clients responsible for implementing and maintaining their plans.

Steven Nordbeck is a CFP® professional with 39 years of industry experience, currently serving at Cetera Investment Advisors LLC since 2014. He also has a 20-year tenure at Achieva Credit Union. Outside of his advisory roles, he co-owns an equestrian boarding and training business with his spouse. Cetera Investment Advisors LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, corporations, and institutions. The firm operates a multi-manager platform, offering advisors various program options and access to third-party managers.

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. 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 municipalities, offering tailored financial planning and consulting with a range of portfolio management and research resources.

William Cummings is a financial advisor at OSAIC with 33 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, he is an improv actor and comedian and serves as an Investment Committee Member for the Tampa Museum of Art. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party manager strategies.

Michael Stryczny is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at American Wealth Management, Inc., Raymond James Financial Services, Inc., and UBS Financial Services. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a wide range of advisory strategies supported by technology tools.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.

Darius Sabbides is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2017, he worked at FIS and briefly at Dr. BBQ outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by affiliated research and specialized advisory programs.

Alexander Drexel is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Shaylan Patel 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, Patel worked at PricewaterhouseCoopers and has experience in various roles including at The Family Clothesline and Fuse Frozen Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through tailored plans and corporate financial planning agreements.

Christine Tharp is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. Raymond James & Associates oversees roughly $501 billion in assets and provides a range of portfolio management styles supported by affiliated research and model manager options.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and a wrap program.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Creative Mailbox Designs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad network, utilizing a range of investment strategies and technologies while operating one of the largest advisory platforms in the industry.

Gregory Wozniak is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Anchor Wealth Management LLC. He is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a range of portfolio management styles and affiliated research.

Jolanta Serrano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is a business owner involved in managing investment properties with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and integrates municipal advisory capabilities uncommon among large institutional advisors.

Stephen Katsarelis is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience at the firm, he specializes in organizing and simplifying clients' financial lives to help them focus on their true passions. Stephen’s approach emphasizes clear, jargon-free communication and personalized wealth management strategies tailored to each client's long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, legacy planning, retirement income, tax minimization, portfolio management, and women and wealth. Stephen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has earned a Master’s degree from the University System of Maryland as well as a Bachelor’s degree from Eckerd College. Stephen participates actively in his community, volunteering with organizations such as Community Disaster Relief and Junior Achievement. Outside of work, he enjoys biking, boating, cooking, fishing, music, skiing, soccer, tennis, traveling, and spending time with his family.