Gustavo Bustamante is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. He has been with Cambridge since 2021 and also leads Major League Tax & Financial Planning LLC, a tax services firm he has operated since 2007. Bustamante serves as a director on the board of Club Venezuela Inc., a community organization in Tampa. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides multiple investment platforms and strategies through a network of independent Financial Professionals.

Kurt Eftikides is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Nicholas Vizzi is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in owning single-family real estate properties. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary, customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Luis Ruah is a Series 66-registered financial advisor with Morgan Stanley in Tampa, FL. He joined the firm in 2025 and has prior work experience at Kuehne-Nagel Inc and the University of Central Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate comprehensive financial modeling and planning strategies.

Rufus Hawkins II is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fifth Third Securities. He also serves as an advisor at Suncoast Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Noah Collum is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Vanguard Group and several smaller financial firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning using firm-approved tools and structured processes.

Jackson Funke is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he served in the U.S. Army and attended Duke University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Katie Robertson is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Starbucks Coffee Company and the Walt Disney Company. Outside of her advisory work, she owns Mile 49 Media, a photography and videography business. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning programs.

John O'Rourke is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and in the catering industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Jeremy Hall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various roles from 2009 to 2024. Outside of his advisory career, he is involved in managing residential real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions according to client goals and risk tolerance. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Jonathan Sagil is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Edelman Financial Engines since 2025, following a year at Fisher Investments. Prior to his finance career, he spent several years in the automotive and golf course industries. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment products.

Ryan Hughes is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 designation and bringing 36 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by both in-house and third-party resources.

Cynthia Graves is a financial advisor with Wells Fargo Clearing in Largo, FL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ava Camposano is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining J.P. Morgan, she worked at Charles Schwab and attended the University of Florida. She also has experience outside finance, having worked at Buddy Brew Coffee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

Brett Breen is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He worked at VALIC Financial Advisors for 14 years before joining Ameriprise in 2022. Outside of his advisory role, he has involvement in single-family real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Salvatore D'Alessandro is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Fifth Third Securities and Fifth Third Bank. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Natalie Cetrulo is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists clients with managing concentrated stock positions and navigating major transition events such as retirement, inheritance, or the sale of a business. Natalie also provides access to Bank of America Private Bank trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. She collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Natalie holds a Bachelor's Degree in Mathematics from Bucknell University and is a Personal Investment Advisor (PIA). Her client focus includes corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. She is actively involved in professional organizations such as Women's Exchange and NAWBO, serving as President of the Tampa Bay Chapter of Merrill's Women's Exchange and as Bank of America's Co-Ambassador for Greater Tampa Bay NAWBO. Originally from the Northeast, Natalie resides in Tampa where she enjoys spending time with her husband and walking their dog. Her personal interests include dancing, music, reading, watching movies, and practicing yoga. She emphasizes a financial planning process that centers on clients and their goals.

William Fitzgerald is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at John Graham and Associates, Inc. and Midwestern Securities Trading Company, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Graham Geis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his financial services career, he worked at Instacart from 2020 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Keitel is a financial advisor at Cetera with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary account structures.