Jeffrey Spencer is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at South State Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, Truist Investment Services, Fleishel Financial Associates, and Raymond James Financial Services. Outside of his advisory work, he serves on the board of a nonprofit middle school and works as a youth soccer referee. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexander Hanrahan 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, he had roles at BayCare and the YMCA of the Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Turner Meek is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at Liberty National Globe Life and has experience in hospitality management at several country clubs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Tyler Yim is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at Stephen Ng Financial Group, Alliance Community Healthcare, and has a background in dental practice and academia. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple managed-account platforms to construct portfolios across a range of investment types.

Alejandra Paris is a financial advisor at Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2026. Prior to her current role, she worked with The Insurance Consulting Group and was self-employed, including entrepreneurial experience running Chevere Cleaning of Tampa Bay LLC. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Werd is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous work experience at JPMORGAN Chase Bank, Marcus & Millichap, Agamerica, and Innovation Capital. Matthew is based in Tampa, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Patrizio Trippetti is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Sokoh LLC and Florida International University. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to guide its financial advisory process.

Quinn Bennett is a financial advisor with LPL Enterprise and holds the Series 66 designation. Based in Tampa, FL, Quinn has been with LPL Enterprise since 2025 and also has experience in education, having worked at the University of Tampa and in regional schools from 2016 to 2023. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Gregory Vaughn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Mark Hannah, Chopper Industries LLC, Elite Orthopedics LLC, Willie’s, and Old Warson Country Club. He serves as executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Shane Miller is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Marriott International, Walt Disney Company, and Geico before joining Raymond James. He has a Series 66 designation. Miller has an ownership interest in a family real estate partnership but holds no active role or control in that business. 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 investors, and charitable organizations, offering financial planning and advisory services that emphasize tailored plans and a variety of portfolio management strategies.

Aaron Weinstock is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2018. Prior to that, he was with Invest Financial Corporation for six years and has also been involved with Tampa Bay Federal Credit Union since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Tara Cunningham is a Series 66-licensed financial advisor with Ameriprise in Tampa, FL, and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a co-owner of an LLC established to support her daughter's acting and modeling career. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, integrating both advisory and brokerage solutions.

Jeffrey Chernoff is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with IAT, Inc DBA Insurance and Trust for over a decade. Outside of his advisory role, he serves as Co-Chair of the Tampa Bay Chamber Policy Council and is Vice Chair of Stage Works, a nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Debra Cosgrave is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and having 38 years of industry experience. She has been with Merrill since 1986. 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 a range of model-based and discretionary investment strategies.

Cecily Anthony is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and five years of industry experience. She has worked previously at Edward Jones, PFS Investments Inc., and Primerica Financial Services. In addition to her advisory role, she teaches online at Strayer University and has authored several e-books on financial topics. Osaic Wealth serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

Matt Shore is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and market modeling techniques.

Joshua Bennett is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory career, he was employed at Publix Super Markets Inc. for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Derek Brunette is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

George Fellios is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering tailored financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.