Shaylan Patel is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Patel worked at PricewaterhouseCoopers and has held various other roles in diverse industries. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment options.

Blake Bir is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance, and North Star Resource Group, where he continues to serve as a financial professional. He is also affiliated with the University of Dayton. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

David Codella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent over a decade at SunTrust Investment Services. His spouse owns an e-commerce wedding business, for which he serves as a check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and a wrap program.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Creative Mailbox Designs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad network, utilizing a range of investment strategies and technologies while operating one of the largest advisory platforms in the industry.

Henry Tschopp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and has two years of industry experience, including prior work at Morgan Stanley. In addition to his advisory role, he supports All Seasons Wealth and assists with accounting services at All Seaons Accunting Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports investment implementation through advisory programs and affiliated providers.

Justin Luiten is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, alongside tax-aware processes and various risk management tactics.

Adam Sipes is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with SII Investments. In addition to his role at LPL, he is involved with Oak Partners Inc, which offers non-variable insurance products including term, health, LTC, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and oversight of substantial discretionary assets.

Alex Zwolak is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors for six years. Outside of advising, Zwolak prepares tax returns through Ogborn Accounting, LLC, and manages his own financial advising practice under the DBA Keystone Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to multiple custodial platforms and alternative investments.

Enrique Galang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Ameriprise from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

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 at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Valic Financial Advisors, and USAA Financial Planning Services. Amy is based in Tampa, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.