Christopher Slaven is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. Outside of his financial advisory work, he has engaged in modeling as an independent contractor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee analyses as part of its process.

Lindsey Matro is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 credential with 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Austin Schonbrun is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Robert W. Baird & Co., where he has been since 2021. Prior to joining Baird, he held various roles at Northwestern Mutual from 2013 to 2021. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and tools including artificial intelligence.

Christine Theresa Moya is a financial advisor with UBS Financial Services in Denver, CO. She holds a Series 66 designation and has 13 years of industry experience, including 12 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Traci Kelly is a financial advisor at Osaic Wealth with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services, The O.N. Equity Sales Company, and Purshe Kaplan Sterling Investments. She also operates a sole proprietorship under the DBA Ginger Green Financial, conducting financial advisory and insurance services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a comprehensive range of brokerage and advisory services, utilizing a model-based asset allocation approach supported by advanced portfolio optimization tools.

Amneris Jordan is a financial advisor at Merrill with over 27 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Palm Harbor, FL. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, supported by strategic asset allocation and tax-aware options.

Sima Tamaddon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2026. She previously served as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026 and worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima approaches her work as a long-term partnership with clients, emphasizing consistent communication and comprehensive planning that adapts as their lives and goals evolve. She believes that maintaining a steady relationship through shifting markets and changing circumstances helps build confidence. Throughout her career, Sima has focused on private wealth management and wealth planning, supporting clients in navigating the complexities of financial decision-making. Outside of her professional responsibilities, she enjoys running and playing tennis.

Eliel Alonso is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2012, with prior experience at Branch Banking and Trust. 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 uses research-based approaches incorporating diversification and modern portfolio theory.

Michael Partridge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Financial Advisors Inc. since 2017, he has been with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

Christine Moise is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets before joining J.P. Morgan Securities in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

Tiffany Sanchez is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 65 designation and has worked at firms including Cetera Advisor Networks, FOX Wealth Management Group, and Summit Brokerage Services. Outside of her advisory role, she owns a lifestyle brand called CRUZZEN. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and access to third-party advisers, managing a multi-billion dollar asset base.

Herbert Eng is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has worked at several firms, including Invest Financial Corporation, Osaic FA, Inc., Transamerica Financial Advisors, and New England Securities before joining LPL Financial in 2018. Outside of his advisory role, he is also an agent for a non-variable insurance brokerage. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Haiou Allen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, Allen worked at E*Trade Securities LLC and had a background with Mosquito Hunters of Tampa. 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 financial planning process relies on structured discovery conversations and analytical tools without providing individual security recommendations as part of standalone plans.

Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, he is employed by American Dream CPA in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform of non-advisory financial services.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Tyler Linkowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Maia Wealth, LLC, MML Investors Services LLC, MassMutual, and Vindication Brewing Company. Outside of his advisory role, Tyler works as an employee benefit consultant at OneVision Enterprises, LLC, a business consulting company. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs proprietary model strategies and provides both discretionary and non-discretionary management across multiple platforms.

Brandon Baird is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Raymond James Bank and Raymond James & Associates since 2018, following two years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various programs and affiliated research resources.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.