Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Aiello is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 16 years of experience with Merrill since 2010. He has nine years of industry experience. 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 offers model-based and discretionary investment strategies supported by its internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leon Montgomery III is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and the Bank of Tampa since 2023. Montgomery also has prior experience outside finance, including roles at Carrollwood Gold and Country Club, Publix, Chipotle, and the University of South Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Locker is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he serves on the board and finance committee of St Johns Episcopal Parish Day School, contributing to the school's master planning and executive compensation efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a variety of portfolio management styles supported by affiliated research and model managers.

Brett Patmore is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 66 designation and has previously worked with Seneca Financial Advisors LLC and Equitable Advisors, LLC. Outside of his advisory role, he operates several online resale businesses on platforms such as eBay, DePop, and Grailed. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to provide both discretionary and non-discretionary investment management, emphasizing diversified portfolios and long-term strategies.

Brian Kashlak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert T. Cochrane is a financial advisor at UBS Financial Services with 30 years of industry experience, all with UBS since 1996. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as one of five board members overseeing the financials and services of a condominium association in Pinellas County, Florida. UBS Financial Services 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tsvetelina Georgiev is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. She has been with Raymond James Financial Services and Raymond James & Associates since 2015 and previously worked with Carillon Fund Distributors. Georgiev is also a managing partner of Inspire Holdings LLC. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Wheatley is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Patrick Shurdut is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Wealth Management since 2020, with prior experience at Equitable Advisors LLC. Before entering the financial industry, he spent several years at Bryant University and Scituate High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs, utilizing structured planning processes and advanced modeling tools to assist clients.

Jonathan Elston is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James in various capacities since 2006 and serves as an independent contractor for Mascherin Financial, Inc., a support company for a Raymond James branch. 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 plans, corporations, charities, and institutions. The firm employs a non-discretionary, goal-focused approach utilizing risk profiling and modeling tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Marcus Van Der Meulen is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at UBS Financial Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley Private Bank. He serves as a co-trustee for an estate planning trust, Three Windmill Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Dylan Matthias is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work experience includes roles at EOS Fitness, The Bank of Tampa, AstraZeneca, and several other organizations. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Edward Easterling is a Series 66 licensed financial advisor with seven years of industry experience, currently associated with LPL Financial in Tampa, FL. His prior roles include positions at Merrill, Bank of America, and Edward Jones, among others. Easterling’s background also includes community involvement at the Anna Maria Island Community Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

Ryan Stiphany is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, he worked at Manning & Napier Advisors and Investor Services for six years and held roles at Charles Schwab, TransAmerica, and Jarred Bunch Consulting. Outside of his advisory role, he is the host of Tampa Bay Dream Team Trivia, a non-investment related activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

David Feaster Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2008. 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 range of portfolio management styles and affiliated research.

Eric Forsyth is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is an officer at KRED KORPORATION, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and supports comprehensive wealth management through various affiliated entities.

Christopher Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked within various divisions of Raymond James since 2017 and was previously affiliated with the University of South Florida for four years. 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 fiduciary solutions.