Dylan Champagne is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and six years of industry experience. His prior work includes roles at G+P Autowash, Best Yet, the University of Alabama, and Hooked Deals. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process overseen by an Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Paul Hay is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Paul is a licensed attorney in the state of Georgia since 1982 and serves as executor of his parents' estates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals across the wealth spectrum, as well as to pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver its services.

Sheau Lei Ellison is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively with Merrill and Bank of America, including a long tenure from 1997 to 2025. She serves on the board of directors for The Paralelo Foundation, a private grant-making foundation. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Rachel Peeler is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Independent Financial Services, and Rooted Planning Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and consulting using analytical tools such as risk profiling and probability modeling.

Alexandra Valdes is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she supports The Valdes Group. She focuses on relationship management, investment model development, and business development, working with individuals, entrepreneurs, families, and businesses to address their wealth management needs. Alexandra contributes to the team's multigenerational education and support initiatives. She joined Merrill and The Valdes Group in February 2018 after developing her client management career at Kforce in Atlanta. Alexandra graduated from Florida State University in 2013 with Bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra was born and raised in Tampa, Florida, and maintains active community involvement with organizations such as Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces. In January 2024, Alexandra and her team were ranked #1 in North Florida on the Forbes "Best-in-State Wealth Management Teams" list for the second consecutive year, and in November 2023, they were ranked #13 on Forbes "America's Top Wealth Management Teams Private Wealth" list for the second consecutive year.

Ann Miller is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 66 designation and has previously worked at Miller Brooks LLC and Miller Brooks & Associates. Outside of her advisory role, she operates Emphasize Financial Planning, LLC, where she provides comprehensive financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Deborah Geis is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2026, she has been associated with Paychex, Inc. and Paychex Securities Corporation since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for 13 years. He is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Ryan Adams is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade Investment Management, LLC and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wrap fee advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach combines non-discretionary guidance with access to affiliated discretionary model portfolios and a structured alternative investment program.

Jeffrey Voehl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Cetera and Foresters Financial Services since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen years. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gary Mahan is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. Charles Schwab & Co., Inc. serves a large client base of 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 relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.