Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.

Steven Skillen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and INVEST Financial Corp. He is also an independent insurance agent through his own firm, Skillen Financial Strategies Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios from LPL’s Research Department and third-party strategists, alongside a broad offering of financial planning, consulting, and access to third-party asset managers.

Nicholas Peet is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked extensively with E*TRADE Capital Management LLC and E*Trade Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Michael Lucey is a CFP® professional with 25 years of experience in financial advising. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC for 19 years. He is based in Tampa, FL. Equitable Advisors serves a diverse client base 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 both proprietary and third-party investment solutions.

Vince Faso is a CFP® professional with 15 years of industry experience, currently serving at Cetera. He has worked with Cetera and its affiliate CETERA Financial Specialists LLC since 2009, and also spent a year at Legend Equities Corporation. Cetera Investment Advisers LLC is an SEC-registered firm providing financial advisory services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and consulting solutions supported by multiple program structures and affiliations.

James Ciocia is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. In addition to his advisory work, he is involved in tax preparation services through his ownership of JPC TWM LLC and work with Generations Tax and Wealth Management. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across discretionary and non-discretionary programs.

Corey Steadman Jr. is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, he is a partner in 756 Moreland LLC, a business that manages a second home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting supported by various portfolio management styles and affiliated research.

Rudolph Ramirez is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and with 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Primerica Financial Services and Seamless Integration. Outside of his advisory role, Ramirez is CEO and silent partner of T and J Consulting, a business that assists new ventures with policy and structuring. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by third parties and offers portfolio management supported by BNY Mellon Advisors and Pershing custody services.

David Canizares is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and E*Trade Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions.

Michael Padilla is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2012. Outside of his advisory role, he is involved in a commercial cleaning maintenance business based in Inverness, FL. 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 through a large network of more than 14,000 advisors and offers both brokerage and advisory solutions.

Andrew Frank is a CFP® professional with nine years of industry experience, currently affiliated with Charles Schwab. His career includes roles at several major firms such as Bank of America, Merrill, Invesco, Mass Mutual, and Vanguard. Based in Tampa, FL, he has been with Charles Schwab since 2023. Charles Schwab & Co., Inc. 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 and discretionary investment solutions supported by integrated custody, brokerage, and advisory capabilities.

Alyssa Xedus is a financial advisor at UBS Financial Services with six years of industry experience and a Series 66 designation. Her work history includes roles at JPMorgan Securities, JPMorgan Chase Bank, Club Corp, Wilson Sporting Goods, and the Colorado State Capitol. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, and capital markets services.

Daniel Morato is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has held multiple roles within Wells Fargo entities since 2011 and has prior experience at JP Morgan Chase and Key Investment Services LLC. 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.

Peter Lieberman Jr. is a Wealth Management Advisor specializing in financial planning and relationship management for affluent and high net worth entrepreneurs, families, and business leaders. He is affiliated with Merrill Lynch Wealth Management and holds several professional designations, including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Purdue University System. With expertise in areas such as college education planning, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization, Peter focuses on helping clients navigate the complexities of wealth management. His approach involves listening carefully and identifying clients' true needs and goals to develop personalized financial strategies. Outside of his professional work, Peter enjoys hobbies including adventure sports, biking, golfing, music, running marathons, skiing, swimming, spending time with his family, and traveling.

Taylor Muller is a Series 66 licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and previously worked at PNC Bank for seven years. Outside his advisory role, he is involved in a family insurance business as a producer for R John Muller Insurance LLC. 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 integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Naveed Ahmed is a financial professional with two years of industry experience, currently affiliated with Cetera in Tampa, FL. He holds the Series 66 designation and has held roles supporting financial advisors in addition to his advisory duties. Prior to joining Cetera, he worked at HC Way for six years. Naveed's other business activities include serving as an assistant to a financial advisor, performing clerical and office duties. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.

Natalie Freeman is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Freedom Enterprises International and LionHeart Business Solutions. In addition to her advisory role, she provides business coaching to entrepreneurs, focusing on areas such as business planning, time management, and leadership skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Dusten Rizzo is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 1997, following a year at Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Robert Tannenbaum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022 before joining Wells Fargo in 2022. Outside of advisory work, he is involved in several business ventures including ownership and management roles in equipment leasing, antique cars, and a restaurant investment partnership. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Adem Tekmen is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC and Florida Financial Advisors, as well as experience in education and the automotive sector. Outside of finance, he is involved with Car Park LLC, an automotive and transportation business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized advisory and investment activities.