Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a broad range of portfolio management styles and affiliated research.

Aimee Tesoro is a CFP® professional with 25 years of industry experience, currently working at LPL Financial. She has held prior roles at firms including Equitable Advisors, RSM US LLP, Raymond James & Associates, and Transamerica entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Casey Mathias is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera since 2023. His prior experience includes roles at Principal Securities and Principal Life Insurance Company. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Tsokos is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Sponsler, Johnson, & Andrews, P.A. and teaching experience at Tampa Preparatory School and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jack Mangiafico is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 registrations and three years of industry experience. His prior roles include positions at Raymond James Financial Services, CN Wealth Management Group dba Keybridge Wealth Management, and Morgan Stanley. In addition to his advisory work, he is an insurance agent helping individuals and families enroll in health coverage through Jack’s Coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Kenneth Coggins is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including AXA Advisors, Prescott Financial, and National Securities Corporation. Since 2021, he has been with Morgan Stanley and currently serves in their Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Hernandez is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Putnam Investments, BlackRock, and Merrill Lynch. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tristan Cooper is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Cadence Bank and Florida Financial Advisors, and also worked at Esplanade Golf & Country Club. Outside of his advisory work, he sells clothing on an online platform. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction and serves a broad client base through systematic investment approaches.

Paul Hay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. In addition to his advisory work, he is a licensed attorney in the state of Georgia. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Tyller Bauer is a financial advisor with Raymond James & Associates holding a Series 66 designation. He joined the firm in 2025 and has background experience at the University of Florida. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Nicolae Iovu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial as well as running his own businesses, including Nicolae Enterprises LLC and Nicolae Iovu Limousine/Transportation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Nikolas Alfonso is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He previously worked at Marro LLC from 2017 to 2020. 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 broad client base across individual, institutional, and municipal sectors, offering financial planning, investment consulting, and specialized municipal advisory services.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. 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 guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Christopher Zimmermann is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 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 investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Nathan Larson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 credential and has previously worked with Independent Financial Partners and LPL Financial. Outside of his advisory role, he consults part-time for Nike, testing shoes before they are released. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including prior roles at TD Ameritrade and Scottrade. 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 and discretionary investment solutions supported by a large integrated platform and centralized operational structure.