Kevin Clark is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Securities, PNC Investments, Wells Fargo Clearing, Guggenheim Investments, and UBS Financial Services. Clark is based in Lutz, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Enio Qirko is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Albanian Ministry of Infrastructure and Energy, AK - Invest (MoneyGram), and American Bank of Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Keith Cox is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. His prior work includes caregiving and estate management roles before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and models to support client goals.

Cooper Contardo is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles outside finance, such as positions with University of Georgia Athletics—Premium Seating and the Country Club of the South. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process utilizing approved tools and does not provide individual security recommendations in standalone planning services.

George Brkljacic is a CFP® professional associated with LPL Financial, with 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Concourse Financial Group Securities. He is also involved with The Money Coach LLC, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes both proprietary research and third-party strategies to support its network of advisors.

Robert Hohmann is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. He previously worked at E*Trade Securities LLC and Scott Marxer's State Farm. Outside of advising, he serves as an administrative assistant for Rasmussen Technologies LLC, a telecommunications contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by a structured discovery process and proprietary modeling tools.

Stephanie Stanfield is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2016 and Regions Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with a wide range of program options.

Thomas Wagner is a Series 66-registered financial advisor with UBS Financial Services in Tampa, Florida, where he has worked since 2013. He has 23 years of industry experience. Wagner serves on the boards and committees of nonprofit organizations focused on support for disabled citizens, including UPARC Foundation and The Arc Tampa Bay Foundation, and he also works with the Pinellas County Supervisor of Elections. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Jacob Lopez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Services Group, Inc., and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Isabel Huapilla Rafael is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked with Premium Audit Consultants and Paragon One x PwC. Isabel has also been involved in roles at the University of South Florida and St. Petersburg College. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jennifer Rodriguez is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2009 and also has a part-time role as a travel agent with Cruise Planners and Mirabella Travel. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

John Webermeier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010, with prior experience at Ameriprise from 2007 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass various investment and planning strategies.

Cecelia Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Raymond James for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process is supported by centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework.

Lynn Campbell is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Joseph Schiro is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, NBC Universal, and the University of Central Florida. He is currently affiliated with Seacoast National Bank in addition to LPL Financial. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Todd Raquet is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Victoria Singletary is a CFP®-certified financial advisor with 17 years of industry experience, currently with LPL Enterprise. Her career includes roles at multiple firms such as Morgan Stanley, Equitable Advisors, and Merrill. She is also involved in a non-variable insurance agency in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Dianna Van Camp is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, including her current role since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Ebberhart is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020 and previously held roles at Credit Control and Anchor Wealth Management. He was also affiliated with the University of South Florida from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a manager solutions team that combines quantitative and qualitative research to build model allocations, including an ESG framework, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Emily Williams is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she worked in education at several international schools, including Wellington College International Shanghai and Suzhou Singapore International School. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes comprehensive analysis leveraging investment research, third-party data, and algorithmic tools, with service delivery subject to restrictive enrollment criteria and integration within Ameriprise’s affiliated product ecosystem.