Frank Miles III is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2019. Outside of his advisory role, he performs music on weekends as part of a two-person band. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Roberta James is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2026. She specializes in developing tailored wealth strategies that align with clients' goals and priorities, utilizing Fidelity's technology and resources to create personalized planning and investment solutions. Roberta has more than a decade of experience in the financial industry. Prior to her current position, she served as a Financial Consultant at Fidelity Investments from 2020 to 2026 and was a Financial Advisor at Morgan Stanley from 2013 to 2020. Her earlier experience includes positions at M&T Bank, where she was Branch Manager and Vice President from 2011 to 2013, and held roles as Personal Banker III and II from 2008 to 2011. Outside of her professional work, Roberta has interests in art, cooking and baking, movies, reading, traveling, and yoga.

Jake Fuoco is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UBS and Principal Securities, Inc., as well as experience in the hospitality sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and models.

William Fanning is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Mass Mutual. He also has a long-standing affiliation with the University of South Florida since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Marc Walters is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011, following 16 years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Michael Gordon is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Ameriprise Financial Services and five years with the U.S. Army Corps of Engineers. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques such as Monte Carlo simulations in its planning process.

Gregory Egan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he has ownership interests in Egan Heitler, LLC and Egan Development Company, Inc., which support his financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and delivers tailored recommendations using Wells Fargo’s research and planning tools.

John Benitoa is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at UBS Financial Services since 2014. Outside of his advisory role, he owns Old Soul Adventures, a company focused on buying, restoring, and selling classic cars. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Gustavo Bustamante is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and having 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has also been involved with Major League Tax & Financial Planning LLC since 2007. Bustamante serves as a board member of Club Venezuela Inc., a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base.

Kurt Eftikides is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63, 65, and 66 credentials and 29 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, and UBS Financial Services. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources while emphasizing diversification and modern portfolio theory.

Nicholas Vizzi is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Luis Ruah is a Series 66-registered financial advisor with Morgan Stanley in Tampa, FL. He joined the firm in 2025 and has prior work experience at Kuehne-Nagel Inc and the University of Central Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate comprehensive financial modeling and planning strategies.

Rufus Hawkins II is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Suncoast Credit Union, CUNA Brokerage Services, Edward Jones, and Fifth Third Securities. Hawkins is also actively involved with Suncoast Credit Union in an advisory capacity. 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, third-party asset management, and institutional platforms.

Noah Collum is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Group, Redwood Investment Management, and Fullerton Financial Planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Jackson Funke is a financial advisor with J.P. Morgan Securities in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he served in the US Army for four years and studied at Duke University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Katie Robertson is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Starbucks Coffee Company and the Walt Disney Company. Outside of her advisory work, she owns Mile 49 Media, a photography and videography business. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning programs.

John O'Rourke is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and various roles outside finance including catering and university positions. Raymond James & Associates is a large, dually registered 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jeremy Hall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various roles from 2009 to 2024. Outside of his advisory career, he is involved in managing residential real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions according to client goals and risk tolerance. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Jonathan Sagil is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Edelman Financial Engines since 2025, following a year at Fisher Investments. Prior to his finance career, he spent several years in the automotive and golf course industries. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment products.

Ryan Hughes is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following eight years at Invest Financial Corporation. 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 and access to model portfolios, third-party asset management, and institutional platforms.