Eugene Rodriguez is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with METLIFE Securities Inc. He also holds licenses in life, health, group health, accident, fixed annuity, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools, structuring engagements as annual, collaborative processes.

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.

Jeffery Hunt is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of his advisory role, he has been involved in sales of non-investment related home security and automation products and holds a membership and property management role at Total Integrity Realty, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies supported by third-party managers and custodians. The firm operates at scale with thousands of advisors and offices, focusing on retail investors rather than institutional portfolio management.

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.

Brian Steinbach is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo since 2016 and previously worked with Wachovia Bank, FIFTH THIRD SECURITIES, and Ameriprise. Wells Fargo Advisors is a nationwide securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages a large asset base and combines proprietary research with third-party analytics to support its advisory solutions.

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 with Ameriprise in Lutz, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes multiple roles within Ameriprise and prior positions at NYLIFE Securities LLC and New York Life Insurance Co. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Haykuhi Poghosyan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial guidance tailored to the unique situations of her clients. Her areas of expertise include college education planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income planning. Poghosyan holds a Bachelor's Degree from Yerevan University of Economy and Law. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Armenian, she is committed to building lasting relationships founded on trust, integrity, and genuine care. Her approach focuses on understanding clients and their families to develop personalized strategies that support their financial goals. Outside of her professional work, Haykuhi enjoys cooking, dancing, music, and traveling. Her mission is to be a long-term partner who helps clients navigate their financial journey with clarity and confidence.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Kellie Kuhar is a Series 66-credentialed financial advisor with eight years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for seven years at First Command Financial Planning. Outside of her advisory role, she manages a separate wealth management venture, Strategic Wealth of Tampa LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nicholas Novak is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at Oppenheimer and Atlantic Warrior Inc. Before entering the financial industry, he also worked in education and the restaurant sector. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 26 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Serrano is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Lee Yost is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since joining the firm in 2008. He works with clients from diverse industries to identify their unique goals and priorities, offering financial guidance that takes into account important changes in their lives. Lee assists clients in planning for retirement, managing wealth, and transferring legacy, regularly reviewing their accounts and strategies to align with their evolving needs. Lee holds a Bachelor's degree in business administration from the University of Florida in Gainesville and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes, being named to the "America's Top Next-Generation Wealth Advisors" list in 2018 and the "Best-in-State Next-Generation Wealth Advisors" list in 2019. Residing in Tampa with his wife Kimberly and their two children, Hayden and Jordan, Lee participates in community activities including youth baseball and is a member of the Kiwanis Club of Carrollwood. In his spare time, he enjoys watching baseball, football, golfing, and spending time with his family.