David Walker is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and PNC Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Alyssa Linn is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and three years of industry experience. She previously worked at Fidelity Investments and Indigo Octopus, and has experience that includes roles at Morgan Stanley Private Bank and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Quinton Baker is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC from 2019 to 2021. Outside of finance, he serves as president of QB Construction LLC, a company specializing in new construction and remodeling projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers planning that can be combined with managed-account services under a consolidated billing program.

Noelia Jadav is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at Chain Store Guide LLC and Buena Vida Homes. 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 supported by firm-approved tools and modeling techniques.

William Linville 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 various JPMorgan entities since 2022, as well as Fidelity Investments in 2021. Outside of finance, he was involved with Soflo SAT Tutors from 2020 to 2023. J.P. Morgan Securities 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary model where clients retain final decision authority.

Ryan Nugent is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a partner in WSPRJ, LLC, a non-investment related business. 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, non-discretionary investment consulting, and municipal advisory services.

Randall Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley and its affiliated firms since 2009, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Raymond Reed is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, he was co-owner of Reed Between The Knives LLC, a Cutco cutlery business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Meehan III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and CETERA Financial Specialists LLC. He also operates Meehan Political Consulting, providing consulting on political direct mail and digital marketing. LPL Enterprise offers investment advisory and brokerage services to a wide client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a primarily model-driven investment approach and provides access to third-party asset managers and insurance products through affiliated entities.

Samantha A Parker Hopkins is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. 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 and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Victoria Michalski is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its predecessor since 1999. Outside of her advisory role, she serves as Vice President at think2perform, where she coaches financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning focused on income reliability and tax-aware withdrawal strategies.

Nameer Hanna is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Oakland University. He is based in Tampa, FL. 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 with a financial planning process that uses structured discovery and firm-approved planning tools.

Isabel Mejia is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Outside of her advisory role, she is also employed as a delivery driver for Uber Eats and has experience working with Suncoast Credit Union since 2018. 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, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Vladyslav Vershov is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at The Associated: Jewish Federation of Baltimore and held roles in healthcare and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Brandon Moe is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Arcus Family Office Services. Outside of his advisory work, he volunteers with the Johnson Invitational fishing tournament, assisting in sponsorship facilitation and event setup. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate ecosystem.

Kari Larocco is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Larocco serves on the University of Tampa Board of Fellows and is involved in entrepreneurial activities including managing a personal brand and acting as a brand ambassador for a cycling and triathlon apparel company. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dustin Orr is a financial advisor with LPL Financial in Brandon, FL, holding the Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and served as a CPA partner at Hamilton & Phillips CPA, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sanjiv Saste is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at All Seasons Wealth and Raymond James Financial Services. Outside of his advisory role, he owns and operates SMS Consulting LLC, a technology business based in Tampa, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Shannon Reid is a financial advisor with OSAIC based in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Raymond James and its affiliated entities from 2007 to 2026 before joining OSAIC Wealth in 2026. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing asset-allocation tools and risk-tolerance analysis to construct investment portfolios.

Joseph Dellutri III is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Cetera since 2015 and serves on the Villa Rosa Homeowners Board of Directors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.