Paul Mittman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and ABM Health Care Services. Before entering finance, he spent over two decades in education. 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 municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Vincenzo Losasso is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at RR Donnelley as an account manager and has experience with firms including Raymond James & Associates and AXA Advisors. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Debra Meier is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and six years of industry experience. She previously worked at Smith, Moore & Co. for six years and Ann Taylor for three years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations to assist clients in financial planning.

Max Consoni is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at 401k Generation and held positions outside the financial services industry, including roles at the University of Central Florida and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to help clients model financial outcomes.

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.

Michael Nieves is a financial advisor at Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to that, he worked in office support services for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Joseph Boswell is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Tata Consultancy Services, and the US Air Force, where he served for 20 years before retiring. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

John Clifford is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of advising, he is president of Jay Clifford LLC and operates Clifford Collectibles, a sports cards and memorabilia business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

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.

Tucker Dooley is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Charles Schwab in Tampa, Florida, where he has worked since 2019. Prior to Schwab, he was employed at T. Rowe Price for three years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and alternative investment due diligence.

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.

Marci Mustachio is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.