Araceli Trejo Rojo is a financial advisor at Raymond James Financial in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored, non-discretionary advice through a broad network of advisors and supporting municipal and public finance work.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes service in the U.S. Army from 2016 to 2025 and roles with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies overseen by external asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Brent Olsson is a financial advisor at Robert W. Baird & Co. in Tampa, FL, with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. for 20 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Darrell Bickford is a Financial Consultant with Fidelity Investments in the Tampa investor center. In this role, he partners with clients to understand their goals and needs, working together to create, support, and maintain customized financial plans aimed at helping clients achieve their financial and investment objectives. Darrell has been with Fidelity Investments since 2016, progressing through various roles including Defined Contributions Service Associate I, Tax Exempt Service Associate I, Workplace Planning and Guidance Consultant I & II, Central Relationship Manager, Relationship Manager, and Planning Consultant before assuming his current position as Financial Consultant in 2025.

James Adams is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Morgan Stanley in Tampa, Florida, where he has worked for three years following a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, focusing on comprehensive advisory support rather than individual security recommendations.

Patrick Petkovich is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial Services since 2001 and has operated Petkovich & Associates since 2011, where he serves as president and sole director. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and public finance capabilities.

Amy Long is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Valic Financial Advisors, and USAA Financial Planning Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Collin Seal is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at TPC Louisiana and Saint Johns University. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tiffany Massay is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her career includes roles at JPMorgan Securities LLC and Regions Bank, as well as involvement with Dharma Southern Kitchen LLC. She also participated in the University of South Florida Student Government during her studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ronald Clark is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Clark is also owner of The Money Coach LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eugene Rodriguez is a CFP® professional with 20 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes 11 years at METLIFE Securities Inc and ongoing roles with MASSMUTUAL Life Insurance Company since 2016. Based in Tampa, FL, Rodriguez holds Series 65 and Series 63 licenses. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers diverse programs including estate and employer-sponsored planning.

Andrew Martinez is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Uber Technologies Inc. and worked in various roles while attending Florida State University. Outside of his advisory work, he was employed by Uber in a non-investment-related capacity. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Olivia Caputo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked for GreenBridge Wealth Management and held roles outside finance, including at Specialty Restaurants Corporation and Kirklands Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Patricia Griffin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Tristan Kassel is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has a diverse background including roles outside of finance, such as working with Fitness 2 Go. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 both retail and institutional services.

Matthew Cox is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Charles Schwab in 2020, he worked with USAA Financial Advisors and USAA Financial Planning Services. He is actively involved in the Bayport Yacht Club, where he has held several leadership roles including Commodore and Fleet Captain. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, with a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Rachel Kirk is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Co. in addition to her tenure at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides a written recommendation report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.