Devyn Bachi is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed his education at the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jill Matthews is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2011, following a career at Raymond James Financial Services Inc. starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. before joining his current firm. Outside of his advisory role, he owns Mystic Tie Realty LLC, which manages residential property investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Douglas Canna is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. He has worked at LPL Financial since 2009 and founded Canna Investment Management, Inc., where he has been active since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies through a large network of advisors and combines advisory services with various non-advisory financial products and institutional partnerships.

James Ryan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he was involved with Kalamazoo Olive Company LLC for a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes a structured financial planning process that uses firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Kevin Picard is a financial advisor at Wells Fargo Advisors with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including Merrill, Raymond James, and Coldwell Banker. Outside of his advisory role, he manages a rental property business in Saint Petersburg, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Mark Hofle is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Michael Sarafian is a CFP® professional affiliated with LPL Financial in Tampa, FL, with eight years of industry experience. His prior roles include positions at Morgan Stanley and Lincoln Investment. Outside of his advisory work, he is the owner of Sunshine Thrift Supply, LLC, a non-investment business based in Largo, FL. 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 range of advisory services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad selection of strategic and tactical investment options.

Brian Heitler is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also involved in privately held investment-related businesses, including full ownership of Heitler Financial Services, Inc. and partial ownership of Egan Heitler, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas using proprietary research and tools, with client choice in implementation through various brokerage and advisory programs.

Nelson Rodriguez Orsini is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Merrill, Bank of America, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by its scale and integrated structure.

Zachary Medawattage is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has been with Fisher Investments since 2018, following his education at Eastern Illinois University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Scott Heyer is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

John Bonatakis is a CFP® with 43 years of industry experience, currently serving at Raymond James & Associates since 2009. He holds Series 63 and Series 65 licenses and is based in Tarpon Springs, FL. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Tracey Nightingale is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Morgan Stanley, USAA Life Company, and Usaa. She has also operated a travel-related business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Morris is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Portland Brew and held roles at the University of Colorado and University of Tennessee. Outside of finance, he has experience as a freelance landscaper and pressure washer. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and scenario modeling.

Ryan Paape is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a variety of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Becker is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life Insurance Company since 2000. In addition to his advisory role, he services clients with existing life and disability insurance contracts through ongoing insurance agent activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supporting various managed account programs and third-party manager selections.

Jacob Rios is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2017, with prior experience at Global Spectrum LP and Florida Agricultural & Mechanical University. Based in Tampa, FL, he is part of a large institutional advisory team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.