Jonathan Hanvey is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at ADP for four years and has held various roles in the hospitality and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm‑approved tools and scenario modeling.

Kellee Leandre is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. Her prior experience includes roles at Securian Financial Services, OMNI Financial Services, and SunTrust Investment Services. Outside of financial advising, she has owned and operated a freelance oil and acrylic painting business for over 17 years. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, pension, and municipal clients. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Nicholas Rubino is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has one year of industry experience and previously worked at Florida Financial Advisors and Bank of America. Outside of finance, he has work experience in the hospitality sector, including roles at Dockside Seafood Restaurant and Valley Smoke. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Daniel Hall is a financial advisor with Merrill in Belleair Bluffs, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Northwestern Mutual. Outside of finance, he manages Gulf Coast Gardening LLC, a wholesale nursery specializing in local and native plants in Florida. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Hacker is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Hacker holds a Series 66 designation. 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.

Lauren Poindexter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at several firms, including Raymond James, Bank of America, Merrill, Charles Schwab, and Fidelity. Outside of her advisory role, she owns an Etsy shop called The Planted Laurel Shop, which sells pre-owned goods. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners and other niche areas, and integrates advisory services with various financial products and referral channels.

Brendan Thon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, previously serving as an Investment Consultant from 2022 to 2024 and as a Workplace Planning Consultant 2 from 2021 to 2022. Brendan focuses on providing personalized financial guidance to help clients pursue their financial goals with informed decision-making. Throughout his career at Fidelity, Brendan has worked closely with clients to ensure alignment and clarity at every stage of their financial planning process. His approach emphasizes collaboration and education to support clients in achieving their financial objectives. Outside of his professional role, Brendan enjoys activities such as beach outings, boating, fitness, exploring food, outdoor adventures, and running.

Adam Skonicki is a financial advisor at Ameriprise in Saint Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jordan Leuschke is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Girish Thakar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Thakar is also president of Thakar Financial LLC, a support company he owns. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sara Nicholson is a financial advisor at Morgan Stanley with 22 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Nicholson serves as a board member for Prince William Academy, contributing to the school's growth and educational initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning processes supported by proprietary tools and methodologies.

Jo Moore is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She has held positions at Edward Jones from 2012 to 2018 before joining Thrivent in 2018. Moore holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Logan Devicente is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 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 options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Stein is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked at Lunar Tide and Artists First, and has experience with Crimson Education and Fox 21 Television Studios. He also attended Yale University from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Kevin Koss is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 65 designation and has worked at Aviance Capital Management, LLC prior to joining Raymond James in 2019. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional clients, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at The Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. In addition to his advisory role, he sells various types of insurance including life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance. The firm’s integrated platform combines advisory programs with active sales of financial products and leverages third-party asset management arrangements.

Jonathan Boslooper is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL. He holds the ChFC® designation as well as Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he spent five years at Royal Alliance Associates, Inc. and 39 years at Signator Investors, Inc. Boslooper is involved in insurance brokerage and securities sales through his other business activities with Signature Financial Solutions LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Austin Polo is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and four years of industry experience. He has held roles at Grow Financial Federal Credit Union and CUSO Financial Services, LP prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup and ownership of E2E Blockchains LLC, where he provided advisory services and speaking engagements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a nationwide advisor network.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at T. Rowe Price from 2017 to 2019 and has been with Raymond James since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.