Christina Cardone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including over a decade at Morgan Stanley Private Bank, N.A. She is also the manager of Alouette Holdings LLC, an investment and finance-related business based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate agreements.

Kristine Menko is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Raymond James & Associates, and Cambridge Investment Research Advisors. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Sergio Nolasco is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with clients and Wealth Management Advisors to develop and implement personalized holistic financial plans. He emphasizes building deep relationships and trust with clients by being dependable and maintaining a high level of integrity. Before his current role, Sergio worked as a Financial Representative at Fidelity Investments from 2023 to 2024, and prior to that, he served as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans various aspects of wealth management and client service. Outside of his professional work, Sergio enjoys family activities, exploring food as a foodie, attending social events with friends, playing golf, watching movies, and reading.

Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rosary Falero is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wells Fargo Clearing in Tarpon Springs, FL. Prior to joining Wells Fargo in 2019, she worked at Marquis Bank from 2016 to 2019. Outside of her advisory role, she co-owns a residential and commercial remodeling company and serves on the finance council of St. Patrick Catholic Church, as well as on the City of Miami Beach Hispanic Affairs Committee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment solutions.

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Roman is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a successor trustee and holds power of attorney responsibilities for a family member. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage and investment management capabilities.

Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Nicholas Dukas is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a part-time musician and singer, involved in music recording and performance locally, and serves on the board of St Mark Village, a continuing care retirement center. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of financial planning, investment consulting, and institutional fiduciary services.

Zhuo Wang is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Paul Jessie is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked with Cambridge Investment Research Advisors. Outside of finance, he has experience in the fitness and food service industries. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Estrella Espinoza is a financial advisor at Edward Jones with seven years of industry experience. She has previously worked at U.S. Bancorp Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Wells Fargo. Espinoza holds Series 63 and Series 65 licenses. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Derek Smith is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Sanja Smajlovic is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. and its affiliated entities since 2015. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and innovative advisory programs.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.

Terry Garvin is a ChFC® and holds a Series 63 license with 44 years of industry experience. He has worked with Royal Alliance Associates, INC., Signator Investors, Inc., and GFA Financial Group, LLC. At GFA, he assists with acquiring retiring financial professional practices and provides estate planning research. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers.