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.

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 with OSAIC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at OSAIC since 2024 and has been associated with Guardian Life Insurance Company since 2000. Becker also maintains ongoing roles as a servicing life and disability insurance agent for clients with longstanding contracts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

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 J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was employed by Global Spectrum LP and Florida Agricultural & Mechanical University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Roger Gluck is a financial advisor at Morgan Stanley in Tampa, FL with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, Gluck spent 15 years with T. Rowe Price Investment Services, Inc. He also worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Michael Urbanski is a CFP® professional affiliated with Edward Jones, based in Palm Harbor, FL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at GFY Capital Partners, LLC, Sears Outlet, and the University of West Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.

Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, supported by internal research and manager oversight.

Theresa Lewis is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Recker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 2008 and PFS Investments Inc. since 2011. Outside of his advisory role, he is a partner in The Recker Group LLC, a company formed for Primerica business purposes, and has involvement in website development and rentals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with nearly 3,700 advisors and $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Edward Carter is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Carter has been with Ameriprise since 2018, serving in his current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Robert Robinson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their individual ambitions. His work emphasizes planning for key life goals, including funding education, preparing for retirement and healthcare expenses, and developing tailored strategies to support long-term family objectives. Robinson holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Florida. His approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Brandon Bowen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of his advisory work, he serves as the director of a technology company called Chronicles Anonymous. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured planning tools and investment models to support client goals.

Alexander Armenta is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, previously serving as an Investment Consultant from 2023 to 2025, a Workplace Planning Consultant from 2020 to 2023, and a Treasury Operations Associate from 2019 to 2020. In his current capacity, Alexander works alongside clients to provide analysis and implement financial plans aligned with their time horizons and investment objectives. Throughout his tenure at Fidelity, Alexander has focused on delivering a thoughtful client experience by leveraging the firm's resources. He emphasizes passion, professionalism, and organization in his approach to financial consulting. Outside of his professional work, Alexander enjoys baseball, football, motorcycles, outdoor adventures, and spending time with his pets.

Thomas Neil is a financial advisor at J.P. Morgan Securities with one year of experience. He holds a Series 66 designation and is based in Tampa, FL. His prior work history includes roles at JPMorgan Chase Bank, N.A., LCG Advisors, and experience outside the financial industry including involvement with Pane Rustica Restaurant and Salt Pines LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Spencer is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kenneth Summers is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. Prior to joining Fisher, he was employed at Boston Scientific and attended the University of Oregon. Fisher Investments provides discretionary portfolio management to a global client base, including institutional and high-net-worth individuals. The firm employs a centralized investment approach that combines quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Elijah Gray is a financial advisor at Merrill with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 and Series 63 designations. Prior to joining Merrill, he worked at Delaware North and in the hospitality industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.