Jackson Berman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2022. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Delguidice is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valic Financial Advisors for over two decades. In addition to his advisory role, he owns AssetTree Wealth Management, where he advises clients on investment and income planning, and he is involved in insurance production. Osaic Wealth Inc serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party solutions to build portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Danny Vargas is a financial advisor at Morgan Stanley in Tampa, FL, with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank since 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools in its financial planning services.

Mansoor Ahmed is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. He previously worked at Summit Financial Group Inc and Summit Brokerage Services before joining Cetera and its affiliated entity Cetera Wealth Services, LLC. Ahmed is also the sole partner of Gain Strategy Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing assets exceeding $256 billion.

Jason Degolyer is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Regions Bank, Cetera Investment Advisors, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support investment decisions.

Steven Katzman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved tools to support client decision-making.

Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and methodologies.

Jon Trombetto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Raymond James and its affiliates since 1998 and is also the owner of Eye Captured Photography, LLC, where he operates an online business selling photographs and providing photography services for life events and commercial projects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to help clients evaluate outcomes, supporting implementation through advisory programs and other providers.

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Eric Bennett II is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Bennett Financial LLC and Bankers Life and Casualty Company. Outside of his advisory role, he is the sole proprietor of Bennett Financial, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop financial plans, although clients are responsible for plan implementation and updates.

Gregory Stahl is a CFP®-credentialed financial advisor with 19 years of industry experience. He is affiliated with LPL Financial and The Bank of Tampa, where he has worked since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, research, and technology-driven investment strategies.

Michael Carelli is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Carelli is a partner in multiple business ventures, including a restaurant operation in Brandon, FL, and several investment partnerships involved in retail and real estate. He also owns an aircraft managed by an aviation leasing company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor client solutions.

Justin Burthay is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Fidelity, having previously worked at Charles Schwab and USAA in various advisory roles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its regulatory registrations and the use of AI and systematic methodologies in its investment process.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Cummings is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding the PFS™ and Series 63 designations with 33 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is active as an improv actor and comedian, and serves as an Investment Committee member for the Tampa Museum of Art. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a range of securities, supporting both discretionary and non-discretionary accounts.

Blagojce Kocovski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and Truist Advisory Services. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Agia and Valic Financial Advisors. Outside of advisory services, she is a notary and operates investment-related business entities connected to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by in-house and third-party research.

Shaylan Patel 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, Patel worked at PricewaterhouseCoopers and has experience with several other firms and ventures, including The Family Clothesline. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Blake Bir is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance, and North Star Resource Group, where he continues to serve as a financial professional. He is also affiliated with the University of Dayton. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.