Garrett Roberts is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Fisher Investments. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michelle Ruiz is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Joseph Brace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2016 and has a background that includes work at 13-Coins from 2015 to 2017. Outside of investment advisory, he is involved in sales of home security, automation, and loan products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Marlena Ocasio is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and INVEST Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joaquim Nally is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on getting to know clients to understand what is important to them and help develop strategies to pursue their financial goals. His services cover areas including general investing, retirement planning, and preparing for unexpected financial needs, along with providing access to specialists in banking, credit, home financing, and small business solutions. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquim completed his high school education at Donald E Gavit. Outside of his professional work, Joaquim enjoys activities such as basketball, boating, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and various positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as a registered commodity pool operator and advisor to multiple funds.

Ethan Denslow is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he was a financial consultant at Florida Financial Advisors. He also has experience in fixed insurance sales through a separate business activity. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2018, she worked at Aspire Financial Services from 2014 to 2017. Outside of her advisory role, Smith operates The Purposed Professional LLC, a career consulting business specializing in resume writing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caden Fletcher is a Series 66-licensed advisor with LPL Financial in Sun City Center, FL. He has worked in financial advisory roles since 2023, including positions at LPL Financial and Good Life Financial Advisor of Tampa Bay. Prior to his financial career, Fletcher was involved in the golf industry, working at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial advisory services.

Michael Barnett is a financial advisor with Robert Baird & Co. in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and also maintains a role at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of advising, he owns and manages rental properties. Michael is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments alongside consulting and brokerage solutions.

Andrew Mc Ilvaine is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Cushman & Wakefield. Outside of his advisory role, he is a proprietor of a family-owned vacation home business occasionally rented to offset carrying costs. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by a broad range of portfolio management styles and affiliated research.

John Shonk Jr. is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes a 20-year career in the United States Air Force and time at Fisher Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Fernando Posada is a financial advisor at Fidelity with 44 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, BB&T Securities, and Investment Professionals, Inc., before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm serves a variety of clients including registered investment companies and operates with registered oversight and governance procedures.

Xavier Pujol is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 26 years at Signator Investors, Inc. Pujol also serves as a registered representative and insurance broker for Signature Financial Solutions, where he acts as a presenter and facilitator. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools, risk assessments, and access to third-party money managers through multiple advisory platforms.

Patrick O'Keefe is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this capacity, he leads a team of Wealth Management Associates, focusing on fostering a collaborative environment and guiding the team to deliver comprehensive financial planning services to clients. He has been with Fidelity Investments since 2011, beginning as a Financial Consultant. From 2015 to 2018, he served as Vice President and Financial Consultant before assuming his current leadership position. His experience spans client partnership and financial plan development within the wealth management sector.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Buccafusca is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and is the managing director of Tripod Wealth Management, LLC. Prior to joining Raymond James, he worked for twelve years at Edward Jones. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining notable services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

J.P. Ritchie is a Financial Consultant at Fidelity Investments, a position held since 2024. He has been with Fidelity since 2015, holding various roles including Wealth Management Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on partnering with clients to develop personalized financial plans that align with their lifestyle and legacy goals. J.P. employs a client-first approach that involves a thorough discovery process to understand client priorities related to goals, family, and investments. He utilizes Fidelity's tools and resources to tailor financial plans to each client's unique needs and wishes. Outside of his professional role, J.P. has personal interests in boating, cooking and baking, golf, tennis, traveling, and yoga.