Xavier Pujol is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 26 years at Signator Investors, Inc. Pujol is also involved with Signature Financial Solutions as a presenter and insurance broker. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization to deliver customized investment solutions.

Patrick O'Keefe is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this capacity, he leads a team of Wealth Management Associates, focusing on fostering a collaborative environment and guiding the team to deliver comprehensive financial planning services to clients. He has been with Fidelity Investments since 2011, beginning as a Financial Consultant. From 2015 to 2018, he served as Vice President and Financial Consultant before assuming his current leadership position. His experience spans client partnership and financial plan development within the wealth management sector.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Buccafusca is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and is the managing director of Tripod Wealth Management, LLC. Prior to joining Raymond James, he worked for twelve years at Edward Jones. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining notable services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

J.P. Ritchie is a Financial Consultant at Fidelity Investments, a position held since 2024. He has been with Fidelity since 2015, holding various roles including Wealth Management Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on partnering with clients to develop personalized financial plans that align with their lifestyle and legacy goals. J.P. employs a client-first approach that involves a thorough discovery process to understand client priorities related to goals, family, and investments. He utilizes Fidelity's tools and resources to tailor financial plans to each client's unique needs and wishes. Outside of his professional role, J.P. has personal interests in boating, cooking and baking, golf, tennis, traveling, and yoga.

Jonathan Wax is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial in Tampa, FL. He has worked at Raymond James Financial Services, Inc. since 2002 and was a principal at Waller & Wax Advisors, Inc. for ten years. Wax is active in several nonprofit organizations in the Tampa area, holding board and finance committee roles with Champions for Children, Conn Memorial Foundation, and Copperhead Charities. 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, corporations, and institutional investors. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting solutions and supports an extensive network of advisors and affiliated firms.

Robert Shields is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2015. Prior to entering financial services, he played professional baseball for six years after being drafted by the New York Mets in the third round of the Major League Baseball draft at age 21. His personal experience working with a financial advisor during his athletic career inspired him to pursue a career helping individuals and families meet their financial goals. Since beginning his financial services career in 2014, Robert has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He works with a diverse client base, including professional athletes, business owners, and physicians, focusing on areas such as retirement planning, family wealth management, legacy planning, and managing new wealth. Robert emphasizes collaboration with clients’ professional teams to coordinate comprehensive wealth management strategies. Robert holds a bachelor’s degree from Florida Southern College, where he attended on a baseball scholarship. He is active in his community, serving on the Board of Directors for Bayshore Little League and coaching a boys’ team. His personal interests include baseball, golf, fishing, boating, cooking, and spending time with his wife and two children in Lakewood Ranch, Florida.

James Ritchie is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Hartford Funds Management Company. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Thomas Trela is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 license and with 18 years of industry experience. His career includes roles at Maryland Financial Group, Cambridge Investment Research, MassMutual, Guardian Life, and T. Rowe Price Advisory Services. He is also an instructor providing remote presentations on financial planning and government benefits to government employees. 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 range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Nicholas Stylos is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. Stylos also operates ClearView Wealth Management as a financial planner. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s services include financial planning, access to third-party asset managers and TAMPs, and model-driven investment implementation.

Christopher Dolt is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Dolt is involved with the Military Officers Association of America, supporting military-related issues. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning backed by extensive asset management and firm-approved planning tools.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

O'savion Buckner is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he was involved with the Tampa Metropolitan YMCA and worked at On the Spot Auto Repair. He also has a background in education, having worked at Trinity College of Florida and Community Christian School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with a broad suite of services extending to wrap programs, private funds, and principal trading activities.

Stephen Brooks is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a boat charter captain. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its range of brokerage and advisory solutions.

Alec Bales is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and The Vanguard Group. Before entering the financial industry, he held various roles in the restaurant and service sectors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and offers comprehensive services through its Financial Advisors and specialized planning groups.

Hunter Danforth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at the University of Lynchburg, Coastal Angler Magazine, Norwalk Community College, and the Country Club of New Canaan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Zurek is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Raymond James in 2018, he worked for UBS Financial Services from 2009 to 2018. He serves on the advisory board for the University of South Florida, participating as one of several finance professionals who advise on stock investments for the USF Foundation. 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, institutions, and municipal entities with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Natasha Plumlee is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cetera since 2026 and previously spent nine years at MassMutual Investors Services and two years at MetLife Securities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services.

Vincent Lukasik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley for five years before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alek Goltzman is a financial advisor at Merrill Lynch Wealth Management. He assists clients with a range of financial planning needs including college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Alek focuses on helping clients articulate their goals and creating wealth plans tailored to their unique circumstances. He holds a Bachelor's Degree in Finance from Florida State University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Alek approaches his work with a commitment to serving others and provides guidance and mentorship throughout the financial decision-making process. Outside of his professional responsibilities, Alek is involved in community activities such as coaching high school wrestling at Berkeley Preparatory School and participating in the First Tee of Tampa Bay program. His personal interests include chess, fishing, football, golfing, and softball.