Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Amanda Smithy is a CFP® professional with five years of experience in financial services. She has been with UBS Financial Services since 2020, including its affiliated entities, and is based in Tampa, FL. Prior to her advisory role, she attended the University of Florida and worked briefly in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Taccara Edwards is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, she owns and operates Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment selections and offers a broad array of brokerage and advisory solutions.

Juan Castillo is a financial advisor with J.P. Morgan Securities and holds Series 63 and 66 licenses. He has 16 years of industry experience, including 14 years at J.P. Morgan Securities and ongoing tenure at JPMorgan Chase Bank, N.A. since 2010. 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 firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Jody Clayton is a financial advisor at OSAIC with 19 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, she worked for Signator Investors, Inc. for 11 years. Outside of her advisory role, Clayton is the owner of a landscaping business and an author of pension-related books. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

John Petika is a Series 66-registered financial advisor with UBS Financial Services in Clearwater, FL, where he has worked for 16 years. He has spent his entire industry career at UBS, focusing on financial advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Raquel Sands is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley and Raymond James Financial, and has held roles outside finance, including positions at SPB Hospitality LLC and Uber Eats. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Hannah is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities LLC and Ernst & Young LLP. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and analytical tools but clients are responsible for implementing and updating their plans.

Saverio Galati II is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2021. Prior to that, he was affiliated with Northwestern Mutual and T. Rowe Price. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

Christian Toomey is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and The University of Tampa. Outside of finance, he was involved with Atlas Restaurant Group for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to support customized asset allocation advice and investment manager searches.

Michael Santasania is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2016. In addition to his advisory work, he operates Santa's Marine Service, a business he has managed for over 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports accounts through BNY Mellon Advisors and Pershing custody services.

Shane Stradley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 17 years of industry experience. His background includes long-term service at the Pinellas County Sheriff's Office and roles at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and non-investment related referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party managers and custodians.

Stephen Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Tampa, Florida. Raised in Tampa, he attended Jesuit High School and earned a bachelor's degree from Florida State University. Stephen began his career at Merrill on the Trade Desk in Jacksonville immediately after college and has progressed to his current advisory role. In his position, Stephen provides guidance and services focused on wealth management strategies, assisting high net-worth individuals, families, and businesses. He specializes in areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Stephen combines Merrill's investment insights with the banking convenience of Bank of America to help clients simplify and maximize their financial lives. Stephen holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he is involved in coaching basketball at Jesuit High School and enjoys basketball, golfing, and spending time with his family.

Michelle Quay is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, LPL Financial, and CSI Retirement Specialists. Outside of her advisory role, she teaches CrossFit classes twice weekly. OSAIC Wealth serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party management options.

Megan Miller is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Crossley Shear, Inc and Raymond James Financial Services, Inc for nine years each before joining her current firm in 2017. Outside of her advisory role, she serves as president of her neighborhood homeowners association in Rockledge, FL. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by extensive research and multiple portfolio management strategies.

Jeffrey Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves on the Pasco County Schools Oversight Committee. 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 from Wells Fargo Investment Institute and third-party sources.