Mark Hershenson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He previously worked at Commonwealth Capital Securities Corp. for 18 years and spent brief periods at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and quantitative models, with a focus on advisory services rather than individual security recommendations.

Julius Tamasy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lon Hatton is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee in fiduciary activities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.

Aino Dalencour is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, Dalencour held positions at Career Source and Uber, and has experience in cyber security education at the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Hubert Whittaker is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Whittaker serves on the board of the Whittaker Family Foundation, a nonprofit focused on financial awareness and support for youth, and is involved with the Arena Football League Players Union. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs through its network of investment adviser representatives.

Alexandra Jara Martinez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with three years of industry experience. Her work history includes roles at Morgan Stanley since 2021 and prior experience at Regions Bank, Vans, and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning solutions.

Lance Becatti is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and with 42 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. Outside of his advisory role, he serves on the Board of Directors for the Beth Dillinger Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored retirement income advice through a centralized consulting team.

Paul Evans is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Total Quality Logistics, Erudito/Eigen prep, and Valdivia. Outside of his advisory role, he is a co-owner of a family rental property in Lithia, Florida. 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 institutional accounts.

Charline Jacques is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Capital City Bank, and Florida State University Credit Union. Outside of her advisory role, Charline is the owner of The Procrastilater, a business specializing in art, marketing, and graphic design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and employs systematic methodologies with oversight controls to address conflicts of interest.

Jennifer Bryer is a financial advisor with J.P. Morgan Securities in Tampa, FL. She holds the Series 66 designation and has four years of industry experience, all with JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held various roles in the hospitality and retail sectors. 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 searches, and customized performance reporting within a non-discretionary program.

Lewis Carron is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James since 1990. Outside of his advisory role, he is the founder and co-chair of the golf tournament committee for the Chi Chi Rodriguez Academy and Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Brooke Harris is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, Harris worked for 22 years with the U.S. Department of Defense in the Defense Criminal Investigative Service. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Restaino is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of finance, he is involved in film production through multiple family- and action-oriented film projects, serving as a producer and owner of various production companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Timothy Haugaard is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advising, he performs as a drummer in community theater and church music programs. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a wide range of investment programs through its extensive network of financial advisors.

Dana Thor is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and was previously with Merrill from 2007 to 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 delivers services through both direct client relationships and Corporate Financial Planning agreements.

Jose Rodriguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He has recently transitioned into financial advising with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across the financial and technology sectors, including positions at Publicis Groupe and TD Ameritrade/Charles Schwab. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory services supported by firm-approved tools and a broad range of investment programs.

Ginger Snyder is a CFP®-credentialed financial advisor with Raymond James & Associates in Tampa, FL, bringing 41 years of industry experience. She has been with Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Jose Gonzalez is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in diverse roles including positions at The Cheesecake Factory and Applebee's. Outside of his advisory work, Gonzalez serves as Vice President of Gonzalez Daughter and Son Transport Inc., an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jason Dimeo is a CFA® charterholder with 16 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2010 and operates All Seasons Wealth. He is also the owner of Superior Insurance Partners, LLC, where he oversees overall business strategy. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.