Katelyn Tinsley is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Morgan Stanley and has held various roles outside finance, including positions at Universal Performing Arts Center and Starbucks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services where clients retain final decision-making authority.

Sam Mangini is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley, he held roles in various sectors including retail and printing. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients in both direct and corporate financial planning arrangements.

Richard Henry is a financial advisor with Primerica Advisors in Valrico, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Primerica Financial Services since 2000 and with PFS Investments Inc. since 1996. In addition to his advisory role, he receives compensation for sales of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Mallorie Duff is a Series 66–licensed financial advisor with Edward Jones in Tampa, FL, and has three years of industry experience. She has been with Edward Jones since 2008, holding her current position since 2024. Outside of her advisory role, Mallorie serves as Vice President of Marketing for The Nathan Bangs Group, a real estate firm based in Tampa. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, with over $1 trillion in assets under management and a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ruth Delaney is a CFP® and ChFC® professional with 38 years of experience in the financial services industry. She has been with OSAIC since 2018 and previously worked at Sii and Geneos Wealth Management, Inc. Delaney is also involved in marketing and branding through Concierge Financial Organization and is an author. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services, employing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Mackenzie Draganchuk is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Outside of her advisory role, she manages social media for Chiavetta's Catering Company, assisting with customer engagement and online presence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Barbara Phethean is a financial advisor at Fidelity with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at RBC Capital Markets, RBC Wealth, AXA Advisors, and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Marc Walker is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 44 years of industry experience. His prior work includes roles at Longview Wealth Advisors and Waddell & Reed, Inc. He has also operated Marc Walker Voiceovers and Marc Walker Enterprises. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management options.

Felipe Machado is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with athletes, families, and business owners to develop personalized wealth management strategies. His approach focuses on creating solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and investment goals, helping them achieve financial stability and long-term objectives. Felipe joined Merrill Lynch Wealth Management in early 2020 and holds FINRA Series 7 and Series 66 registrations. Felipe earned both his Bachelor of Arts in Business Administration and Master of Science in Business Analytics from Lincoln Memorial University. Before pursuing higher education, he played professional soccer in Brazil with Botafogo Futebol SA and continued his soccer career while attending university in the United States. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Felipe is fluent in English, Portuguese, and Spanish. Outside of his professional role, Felipe is involved with the St. Pete Raiders community. He enjoys basketball, running marathons, soccer, surfing, reading, and spending quality time with his wife and their three Australian Shepherds.

Zohetni Gonzalez is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and SunTrust Advisory Services. Gonzalez is based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research.

Corinna Smith is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher in 2019, she held roles at Target and the Oregon State Beaver Store. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Fernando Romero is a financial advisor with Osaic Wealth, Inc. based in Brandon, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Woodbury Financial Services and Questar Asset Management. Romero also serves as president of Romero Insurance & Financial Services, a full-service insurance agency. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to managed account platforms. The firm utilizes quantitative tools and a range of investment vehicles to construct portfolios tailored to client risk tolerance and preferences.

Christopher Foley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and broad retail and institutional investment services.

Adrienne Brown is a financial advisor with Wells Fargo Clearing in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Wells Fargo entities and positions at Fidelity Investments, MVP Soflo West, LLC, and Amuni Financial Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary plan-level investment management and a broad range of financial products beyond typical institutional offerings.

Susan Fritsch is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Lee Gorgas is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank SSB since 2022, following prior roles at TD Ameritrade and Central Portfolio Control. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jose Arguello is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley since 2021, as well as prior positions in education at Florida International University, Miami Dade College, and Lincoln International Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s return estimates and scenario modeling.

Marina Hernandez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2014, including a two-year period at Charles Schwab Bank. Prior to that, she spent 10 years with Heritage Group Partners, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

William Coca is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at GTE Financial, Uber, E*TRADE Securities, Cricket Wireless, GC Services, Warner University, and Fort Meade Middle Senior High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools such as Monte Carlo simulations to support client outcomes.

Kevin Maltezo is a CFP®-certified financial advisor with 32 years of industry experience. He has worked at Osaic since 2018 and previously spent 25 years at Signator Investors, Inc. In addition to his advisory role, he serves as president of First Heritage Financial Services, LLC, which conducts securities, investment advisory, and insurance business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.