Aaron Weser is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tampa, Florida. He serves the wealth management needs of high-net-worth individuals and multiple generations of their families. He utilizes his background in portfolio strategy to help clients create tailored financial strategies that align with their most important objectives. Aaron has held several roles within Merrill Lynch, including Financial Solutions Advisor, Associate Wealth Management Specialist, Investment Associate, and Portfolio Strategist. His expertise includes portfolio management services, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, and tax minimization. He focuses on helping clients gain confidence in their financial lives by formulating thoughtful financial plans and helping them navigate uncertainty. Aaron earned a Bachelor's degree in economics and finance from the University of Hartford and an MBA from Penn State University. He holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations. Outside of work, he enjoys cooking, football, golfing, reading, spending time with his family, traveling, and watching movies.

Kerri Buchman is a financial advisor with Ameriprise in St. Petersburg, FL, holding a Series 66 designation and over 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. In addition to her advisory role, she operates Envision Abundance LLC, through which she provides financial advisory services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated consulting team to support its advisory approach.

Ian Roach is a financial advisor with Edward Jones based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley, iPD Agency, and an earlier tenure at Edward Jones, as well as positions outside finance with Rinkside Sports, Art Monkey, and USA Hockey. Outside of his advisory work, he drives for Uber on weekends in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Gashonia is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Heather Penrod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Sandy Morris Financial & Estate Planning Services. Outside of advising, she assists with tax filing and bank account reconciliation for Penrod's Allstar Drywall & More LLC, a business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services as well as specialized programs for small employers.

Ted Soltys Jr. is a financial advisor with Equitable Advisors in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc, where he worked for 21 years. He serves as executor of his parents’ living trust and co-trustee for his wife’s trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party program sponsors to deliver a range of advisory models and investment solutions.

Andrew Parks is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth since 2025. His prior work experience includes roles at 21st Century Financial, Marriott, and Ken Stewarts Grille. Osaic Wealth serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and provides access to various managed account strategies and third-party money managers.

Joanna Bever is a Series 65–licensed financial advisor with 15 years of industry experience, currently serving at Raymond James Financial. She has been with various Raymond James entities since 2011. 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, and institutions. The firm uses tailored, non-discretionary planning and risk analysis tools to support client goals and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Charles Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2014. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Carlos Munozlucas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Deutsche Bank Securities Inc. for 16 years before joining Raymond James in 2016. Munozlucas serves as Chair of the Investment Committee and is a member of the Board of Trustees and Finance Committees at Associated Catholic Charities, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ivana Lienau is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2020 and also performs freelance translation work through Upwork. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment approach.

Brian Rumbles is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Grow Financial Federal Credit Union, Cuso Financial Services, LP, and Ameriprise Financial Services, Inc. He is involved with Grow Financial Investment Services, an affiliated business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Wire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various branches of Raymond James since 2015 and is also associated with Wahl Wire Wealth Management. Outside of his advisory role, he owns a small support company, Wire Wealth Advisors LLC. 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 entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Matthew Weber is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Calton & Associates, C&D General Services, Stephens Inc., and William R. Hough & Co. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various programs and supported by comprehensive research and a range of portfolio management styles.

Derek Jancisin is a Private Wealth Advisor at Merrill Private Wealth Management. He works with entrepreneurs, executives, and professional coaches and athletes, focusing on simplifying the complexities of their financial lives and creating efficient strategies aligned with their goals. Derek specializes in major life transitions, business succession, tax strategy, legacy planning, and wealth transfer, particularly for highly mobile and successful individuals and families. He holds a Bachelor's degree from Columbia University and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Derek also brings a unique perspective to his practice through his passion for aviation, which began with clients who flew their own planes and has informed his approach to wealth management. Outside the office, Derek engages in various personal interests including aviation, golf, adventure sports, football, music, reading, skiing, traveling, yoga, and spending time with his family. He is involved with the community organization SkyHope. Derek's mission is to make a meaningful impact by simplifying complexity and delivering clarity to his clients.

Tammy Pleicones is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Gates is a financial advisor with Raymond James & Associates holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at several companies including Saanroo and ProjectMark. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Rahil Khan is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm offers integrated brokerage, custody, and advisory services with a focus on strategic asset allocation and alternative investments.

Jacob Bubenik is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of his advisory role, he manages a condo rental property in Steamboat Springs, CO. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing access to various investment products and ERISA fiduciary services.

Anna Manning is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Transamerica Financial Advisors, and SumRidge Partners LLC. Outside of her advisory role, Manning also works as a real estate sales agent with Keller Williams Tampa Properties. 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 nonprofit entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.