Eugene Rodriguez is a CFP® professional with 20 years of experience in the financial services industry. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 11 years. Based in Tampa, FL, he also holds insurance agency roles related to individual and group life and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved analytical tools and a collaborative planning approach.

Andrew Martinez is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, with three years of industry experience. Prior to joining Morgan Stanley, he worked at Uber Technologies Inc. and has a background that includes time at Florida State University and St. Petersburg College. Outside of finance, he was involved with Uber Technologies in a non-investment capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include collaboration with employers through corporate financial planning agreements.

Olivia Caputo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked for GreenBridge Wealth Management and held roles outside finance, including at Specialty Restaurants Corporation and Kirklands Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Patricia Griffin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She 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 with a variety 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 employs a structured planning process using firm-approved tools and modeling techniques.

Tristan Kassel is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior work includes roles at Service Response Partners and Fitness 2 Go, as well as extended periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs centered on structured financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Matthew Cox is a financial advisor with Charles Schwab in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Charles Schwab in 2020, he worked with USAA Financial Advisors and USAA Financial Planning Services. He is actively involved in the Bayport Yacht Club, where he has held several leadership roles including Commodore and Fleet Captain. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, with a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Brent Hulling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2020. Outside of advising, he is a titled member of a family LLC related to timeshare ownership but has no active role in its operations. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffery Hunt is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 registrations with 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he was involved with New Day Church and New Day Church of Florida from 2018 to 2021. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program relying on model-delivery strategies managed by unaffiliated managers, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Karly Guiliano is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Tampa, FL. Her prior experience includes roles at Wasmer Schroeder and Hertz. Outside of finance, she owns and operates CakePop Stop, a small business producing cake pops for events. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research.

Brian Steinbach is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Steinbach is based in Land O'lakes, Florida. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Lam Nguyen is a Series 66-licensed advisor at LPL Enterprise with three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. Prior to his financial services career, he worked nine years at Tech Data Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of financial products.

Rachel Kirk is a financial advisor with Ameriprise in Lutz, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes multiple roles within Ameriprise and prior positions at NYLIFE Securities LLC and New York Life Insurance Co. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Haykuhi Poghosyan is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she provides financial planning and investment advisory services to clients. She holds a Bachelor's Degree from Yerevan University of Economy and Law. Haykuhi applies her academic background to assist clients in managing their wealth and achieving their financial goals.

Brandon Batz is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Georgia Athletic Association and CAPE Resorts Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and comprehensive investment resources.

Kellie Kuhar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to joining Cambridge, she worked seven years at First Command Financial Planning. Outside of her advisory role, she manages Strategic Wealth of Tampa LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions utilizing a variety of platform arrangements and proprietary and third-party strategies.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nicholas Novak is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has worked at Oppenheimer for four years and previously spent time at Atlantic Warrior Inc. and West Virginia University. His background also includes a five-year tenure at Alfes Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Securities America Advisors, Inc. for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Jonathan Serrano is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.