Jeffrey Locker is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 18 years of industry experience, all with Raymond James since 2008. Outside of his advisory role, he serves as a board member and finance committee member at St Johns Episcopal Parish Day School, where he is involved in the school's master planning and executive compensation committees. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Christopher Wheatley is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in various roles. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Patrick Shurdut is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Wealth Management since 2020, with prior experience at Equitable Advisors LLC. Before entering the financial industry, he spent several years at Bryant University and Scituate High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs, utilizing structured planning processes and advanced modeling tools to assist clients.

Dylan Matthias is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work experience includes roles at EOS Fitness, The Bank of Tampa, AstraZeneca, and several other organizations. 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 clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Edward Easterling is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, and Edward Jones. Easterling has also worked in community and commercial fishing roles earlier in his career. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

Aidan Kluge is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Safe Harbor Management Group and various ventures in hospitality and education. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Eric Forsyth is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is an officer at KRED KORPORATION, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and supports comprehensive wealth management through various affiliated entities.

Logan Veith is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, including prior roles at Westshore Financial and LPL Financial, LLC. His background also includes work outside finance, such as positions at Nike and various hospitality-related businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Dawn Fawcett is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Jean Buckholz is a financial advisor with Raymond James & Associates in Temple Terrace, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at various Raymond James entities as well as Waller & Wax Advisors, Inc. Since 2016, she has served as a power of attorney and personal representative. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kerri Bandola is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously 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 services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Murray is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he serves as a member of the Board of Directors for the Museum of Science and Industry in Tampa, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

David Cooney is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thomson Brock Luger & Company and Cooney Financial. Outside of finance, he has been involved with Reel BBQ since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and analytic tools to support client goals.

Adam Berger is a financial advisor at Morgan Stanley in Tampa, FL, with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked in the fitness and hospitality sectors and was also affiliated with the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Emily Najjar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. She is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Joseph Weston III is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., Darden Restaurants, and self-employment, as well as work during his time at the University of Tampa. Outside of advising, he owns Brown Box Direct LLC, a small business selling household goods on Amazon. Merrill serves a wide array of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities alongside a range of program strategies.

Kevin Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, he operates a woodworking business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Isabella Floreani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Morgan Stanley, as well as academic involvement at the University of Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jacqueline Elkin is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, she worked at Evan's and Greene LLP and the Gusdorf Law Firm. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment decision process supported by quantitative and qualitative research.