Kevin Cool is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at AIG Capital Services, American General Life Insurance, TIAA-CREF, and John Hancock Investment Management. Outside of his advisory work, he operates Signature Financial Solutions as an insurance broker and registered representative. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various investment strategies and third-party money managers.

Robert Seehoffer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2017, including eight years at Morgan Stanley Private Bank, N.A., and previously worked at Royal Alliance Associates from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jake Crowther is a Series 66-registered financial advisor with UBS Financial Services, based in Tampa, FL, and has one year of industry experience. Prior to joining UBS in 2024, he worked at the University of Georgia from 2019 to 2024 and Jesuit High School from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending programs.

Timothy Kip is a financial advisor with LPL Financial in Plant City, Florida, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is the business owner of generationbabyboomer.com, a website focused on Social Security planning. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jessica Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers for service delivery.

Jeffrey Hausinger is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Raymond James Financial and has previously worked at Merrill and Valic Financial Advisors. In addition to his advisory role, he serves as president of All Seasons Accounting Services, LLC. 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 tailored, non-discretionary planning and consulting with a range of analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Cameron Mc Kee is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Dunham's Sports and Wireless Management LLC. He also worked at the University of Tampa from 2018 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jamie Wills is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 12 years. Outside of his advisory role, he is a partner and limited business owner at MidSouth Icehouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm provides financial planning and investment consulting through a variety of portfolio management styles and research resources, with a focus on non-discretionary relationships where clients make implementation decisions.

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Julien Mauldin is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and develop financial plans aligned with their short- and long-term goals. Julien emphasizes trust, thoughtful planning, and clear communication in his approach to financial guidance. Prior to his current role, Julien served in several positions at Fidelity Investments, including Central Relationship Manager from 2024 to 2026, Investment Solutions Representative II from 2022 to 2024, and High Net Worth Associate from 2021 to 2022. These roles have contributed to his experience in helping clients navigate important financial decisions and build lasting relationships. Outside of his professional work, Julien's personal interests include beach activities, fitness, golf, outdoor adventures, reading, and skiing.

Keith Garner is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Synovus Bank, Synovus Securities, Inc., and SunTrust Advisory 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Holguin is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and previously worked at TD Ameritrade. Outside of his advisory role, he owns and manages rental properties. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jessica Romero is a financial advisor at Fidelity with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Fidelity, she worked at USAA in various financial planning and investment roles from 2016 to 2022. Romero also serves as an online adjunct professor teaching undergraduate finance courses for Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides discretionary and non-discretionary advisory services, including fund advisory and consulting.

Nathan Ouellette is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes six years of service in the United States Air Force. He has been with Cetera and its affiliate since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Varon is a financial advisor at LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Suncoast Credit Union and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, supported by an extensive platform of investment options and operational tools.

Donald Burt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held previous roles at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Outside of his advisory work, Burt is a business owner of Lightforged Logistics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Joshua Davis is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, CUNA Brokerage Services, Suncoast Credit Union, and T. Rowe Price Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and systematic planning processes.

Dean Huwe is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Choreo, LLC. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and centralized operational support.

Frank Abston Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked for FTB Advisors, Inc. for 10 years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lynn Andersen is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2003. Andersen is based in Tampa, FL. 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 supported by research and analytics.