Emily Chandlee is a Financial Advisor with Merrill Lynch Wealth Management. She works with both retail and institutional clients, assisting business owners and corporate executives with implementing and maintaining their retirement benefit programs. For retail clients, she focuses on developing wealth management strategies and helping clients make informed financial decisions. Emily has been in the financial services industry since 2006 and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science in Business Administration from the University of Central Florida and a Master of Business Administration from the University of Florida. Outside of her professional work, Emily enjoys spending time with her two sons and attending live music events.

Farhad Khalilpour is a financial advisor with Ameriprise in Tampa, FL, holding Series 63, 65, and 66 designations and seven years of industry experience. His prior work includes roles at Arya, Uber, UPS, Alteration Station, and Raymond James Financial Services. Outside of advisory work, he has engaged in ride-share driving as a 1099 contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Smith is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without individual security recommendations as part of standalone plans.

Nickolaus Dunegan is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at E*Trade Securities, Bank of America, RaceTrac, Amazon, and GNC. Outside of his advisory work, he is employed in customer service at Uber. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and employer-sponsored financial planning agreements.

Andrew Robinson is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity in 2021 and has held several positions including Relationship Manager, Investment Solutions Representative, and High Net Worth Service Associate. Prior to his time at Fidelity, Andrew worked at T. Rowe Price from 2017 to 2021 in roles such as Quality Resolution Specialist, Client Manager, and Financial Services Representative. In his current role, Andrew focuses on helping individuals create, implement, and maintain financial plans that align with their goals, risk tolerance, and time horizon. He emphasizes a client-centered approach that builds relationships based on a holistic understanding of each client's needs and aspirations, aiming to develop financial roadmaps that reflect their values. No information on Andrew's education, credentials, personal interests, or community involvement was provided.

Mark Phillips is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Foresters Financial and Foresters Advisory Services, as well as work with Humana since 2013. Outside of advising, he is involved with Humana Dental Plans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various portfolio management strategies and programs across discretionary and non-discretionary authorities.

Alexander Harris is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at E*TRADE Securities LLC, as well as service in the United States Army. Outside of his advisory career, Harris owns a sole proprietorship involved in agriculture, art, culture, and retail/online stores. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

David Jenkins is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having eight years of industry experience. His prior work includes five years at First Command Financial Planning and related affiliates. Outside of his advisory role, he is a co-owner of J D Investments of Tampa Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Kevin Cool is a financial advisor with OSAIC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at AIG Capital Services, American General Life Insurance, TIAA, and John Hancock. Outside of his advisory work, he is involved with Signature Financial Solutions as an insurance broker and registered representative. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies as well as third-party managers.

Angelina Day is a Financial Advisor at Merrill Lynch Wealth Management. She partners with clients including small business owners, entrepreneurs, young professionals, and women to offer proactive guidance and clear strategies aimed at building, preserving, and managing wealth. Angelina assists clients with a range of financial needs such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Angelina holds a Bachelor's Degree from the University of Florida and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her professional involvement includes participation in organizations such as the Heavener Leadership Challenge, Leadership Development Program, Safety Harbor Chamber of Commerce, and Tampa Women for Good. Beyond her professional work, Angelina contributes to several community organizations including Miami-Dade County Animal Services, Peaceful Paths Domestic Abuse Network, Second Harvest Food Bank of Central Florida, and Tampa Bay Humane Society. Her personal interests include chess, cooking, gardening, golfing, pickleball, reading, running, sewing, traveling, and volleyball.

Robert Seehoffer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2017, including eight years at Morgan Stanley Private Bank, N.A., and previously worked at Royal Alliance Associates from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Darcy Ecklund is a financial advisor with Ameriprise in Dover, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2018, Darcy worked at Raymond James Financial and Dimensions Wealth Partners. Darcy also has involvement in a non-investment-related business, Darcy, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing managed accounts and incorporating algorithmic automation reviewed by a dedicated oversight committee.

Stacy Sabin is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Fidelity, she worked at Raymond James for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and employs systematic methodologies supported by AI and long-term asset allocation benchmarks.

Jessica Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers for service delivery.

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Asagai Brevil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. His career includes positions at Merrill and Wells Fargo Bank prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions, using research and analytics to guide investment decisions within the custodian platform available to each plan.

Stefanie Pontlitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2013 and previously held roles at Independent Financial Partners, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Pontlitz is also involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to 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, supported by a large network of investment adviser representatives using various investment strategies and advanced research tools.

Benjamin Holguin is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and previously worked at TD Ameritrade. Outside of his advisory role, he owns and manages rental properties. Charles Schwab serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.