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.

Robert Stark is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in volunteer work with the Brandon Sports and Aquatic Center, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of Financial Professionals and manages a multi-billion dollar asset base.

Garfield Durham is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Depository Trust & Clearing Corp and Transnational Bankcard LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

William Fields is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, with prior experience at Morgan Stanley Dw Inc. from 2004 to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Stephen Collier is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a general partner at Injection Plastics USA, a company specializing in small plastic parts injection molding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and insights from the Global Investment Committee.

David Teskey is a Series 65-licensed advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at 24 Hour Fitness, Lumovate LLC, and the University of Puget Sound. Fisher Investments serves a global client base that includes institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk management strategies.

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Jessica Williams is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a one-year tenure at BofA Securities in 2019. Outside of her advisory role, she is a General Partner and Managing Member of an LLC that manages her family’s property to support her mother’s assisted living expenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Raymond Shade is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of home security and automation products and other home-related 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 under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Mary Zavaglia is a financial advisor at Robert Baird & Co. in Tampa, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Skordilis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, working at Jpmorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to inform investment decisions within a broad range of brokerage and advisory solutions.

Jamie Chamness is a financial advisor with Ameriprise in Land O Lakes, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Marcelo Miano is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management LLC and TSM Solutions LLC. Outside of his advisory role, he serves as an officer for a charitable foundation supporting children with epilepsy and acts as treasurer for a local food catering business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial services across various client segments.

Mark Beyer is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Beyer is also the president of Beyer Wealth, a support company in the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Annette Ruh is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Morgan Stanley. Outside of her advisory role, she is employed as an associate at Montagna Wealth Management LLC, where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Gabriela Carranza is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for eight years before joining UBS in 2018, where she has been for another eight years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research resources.

Yismaldy Larios is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is also an owner and partner in a remodeling business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial, Lewis worked at Agia for four years, Valic Financial Advisors for thirteen years, and Chase Investment Services Corp. for one year. Outside of advising, Lewis is involved in non-securities insurance product sales through a position with Agia. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.