Eric Longphee is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is a partner in two LLCs that manage office space for his firm’s branch. Raymond James & Associates 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 municipalities, offering financial planning and non-discretionary consulting through various advisory programs and affiliated research resources.

Stephen Weston is a financial advisor with Primerica Advisors in Tampa, FL, holding a Series 65 credential and 12 years of industry experience. He has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Aquarius Worldwide Enterprises, LLC, which operates home care businesses including protective sealant application and professional cleaning services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Owen Majors is a financial advisor with LPL Enterprise, holding a Series 66 credential and based in Tampa, FL. He has been with LPL Enterprise since 2026 and has prior work experience at Trident Transport LLC and Reynolds American Inc. outside of the financial industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to various financial planning, trustee services, and insurance products.

Paul Agliano is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Fidelity Brokerage Services, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Molly Croyle is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Raymond James Financial Services, and Wells Fargo Advisors. She is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a range of financial planning and consulting services available.

Kristine Hartland is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Ameriprise and has previously worked at Peace Wealth Management, LPL Financial, and Ameriprise Financial Services. Outside of her advisory role, she owns a consulting business, Revelation & Restoration, Inc., and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to deliver tailored, written recommendations through a centralized consulting team.

Troy Vaughan is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where he spent seven years, as well as Signator Investors, Inc. for one year. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tonya Burney is a financial advisor at Edward Jones in Tampa, FL, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and T. Rowe Price Advisory Services, Inc. She previously owned and operated Burney Cool It Italian Ice, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Johnston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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. The firm offers tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Salansky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was with Scottrade Investment Management and related entities from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Anthony York is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Outside of finance, he was involved with the Tampa Firearms Academy LLC from 2020 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in their recommendations.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Rambo is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at SouthState Bank, Truist Advisory Services, Truist Investment Services, and SunTrust Investment Services. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs, and supports its advisors with advanced research tools and a variety of investment strategies.

Brady Walsh is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, holding one year of industry experience. His prior roles include positions at Raymond James & Associates, Absolute Funding Ventures, ReliaQuest, and previous employment with UBS. He is also the owner of JBL Strategic Investments, LLC, an entity involved in a real estate partnership interest. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including futures commission merchant activities and affiliated banking programs.

Robert Stark is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at Royal Alliance Associates and Signator Investors. He is also the president and owner of Pioneer Financial Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment strategies and delivery platforms, including proprietary models and third-party manager referrals, tailored to client objectives.

Vincenzo Losasso is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work experience includes roles at RR Donnelley, Aspen Skiing Company, Raymond James & Associates, AXA Advisors, and Kennedy Investments. Outside of advising, he works as an account manager at RR Donnelley in a non-investment capacity. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party asset managers and emphasizes ERISA fiduciary services for qualified plans.

Cesar Polanco Regalado is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and four years of industry experience. His career includes multiple roles within Wells Fargo Bank and a brief period at Lyft, Inc. before that, he spent ten years at DataVimenCa. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Burns is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2023 and has a background that includes seven years of service in the United States Marine Corps. Burns is also affiliated with Georgetown University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Debra Meier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and six years of industry experience. She previously worked at Smith, Moore & Co. for six years and Ann Taylor for three years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing 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 such as Monte Carlo simulations to assist clients in financial planning.

Max Consoni is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he worked at 401k Generation and held various roles including at the University of Central Florida and DoorDash. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.