Patrick Griffith is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill and Bank of America. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Anthony Sanville Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Claremont Savings Bank and the University of New Hampshire. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Robert Brown is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 29 years of industry experience. He has worked at Prudential Insurance Company of America since 1997 and joined LPL Enterprise in 2024. Brown is also involved in fiduciary capacities outside of investment advisory roles. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Zeyad El Shami is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 registrations with one year of industry experience. His prior work includes positions at Sunwater Capital and Aeronautical Systems Inc., as well as a four-year period at The University of Edinburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its financial planning process.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 credential and bringing 10 years of industry experience. His career includes roles at National Asset Management and Gilman Ciocia, Inc. He is also a CPA and financial professional at Generations Tax & Wealth Management, where he provides investments, accounting, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers, supporting various program options and custodial relationships.

Robert Griffin is a financial advisor at Merrill in Tampa, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm’s investment approach includes strategic and tactical asset allocation with options designed for tax-sensitive investors.

Connor Joy is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial roadmaps and comprehensive plans. His approach emphasizes understanding clients' priorities related to their goals, family, and investments, utilizing Fidelity's resources to create personalized strategies. Connor has held several roles within Fidelity Investments, including Relationship Manager and Financial Representative, reflecting his progression in the financial services field. Prior to joining Fidelity, he worked as an Investment Planner at Florida Financial Advisors and began his career as a Teller at Freedom Credit Union. Outside of his professional work, Connor engages in fitness activities such as golf, running, skiing, and enjoys watching movies.

Nicholas Lizzio is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and various investment strategies in its advisory services.

Srdjan Misic is a Financial Consultant currently working at Fidelity Investments since 2022. He has over 10 years of experience in the financial services industry, having held various roles including Portfolio Specialist and Client Management Representative at Fidelity Investments, Premier Banker at Suntrust (now Truist), Private Banker at Wells Fargo, and Investment Services Representative at Northwestern Mutual. Throughout his career, Srdjan has focused on developing financial plans tailored to clients' goals and priorities by understanding their financial situation and crafting suitable strategies. His professional approach emphasizes building relationships based on trust, open communication, and guidance. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Michele Reese is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2009. Reese also has an association with Tampa Bay Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals across a large advisor network.

Nicole DiPinto is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In her position, she works closely with clients and the advisory team to facilitate thoughtful and organized meetings. Nicole is committed to making the financial planning process seamless and personalized by building lasting relationships and helping clients feel confident in their plans. Outside of her professional responsibilities, Nicole enjoys attending concerts, exploring culinary experiences as a foodie, skiing, and practicing yoga.

Alexander La Joy is a financial advisor at Ameriprise in Dunedin, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, McKim and Creed, and Grumpy Gators. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning. Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village. Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.

Edmund Iannelli is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Frito Lay, and Auburn University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kent Voges is a financial advisor with LPL Financial in Tampa, FL, holding a Series 65 designation and 38 years of industry experience. He previously worked at VALIC Financial Advisors for 28 years and Agia for 4 years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and third-party asset management.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at VALIC Financial Advisors for 24 years and spent four years at Agia before joining LPL Financial. Roberts is also a part-owner of facegrab.com, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kayla Mc Kee is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with six years of industry experience. Her previous roles include positions at E*Trade Securities and a brief tenure at Ole Style Deli. She also worked at the University of Tampa for three years. 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 that employs firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse services encompassing retail and institutional investment options.

Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers, and Waddell & Reed. His outside activities include managing Bayrock Nelson LLC, a business entity for tax and investment purposes that is not investment related. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.