Marci Mustachio is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by 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.

Dean Norem is a financial advisor at Edward Jones in Odessa, FL, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zhuo Wang is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Paul Jessie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, along with non-financial positions at Smoothie King, the University of North Florida Fitness Center, and Publix Supermarkets. 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 through tailored financial planning and consulting, offering a range of portfolio management styles and specialized municipal advisory services.

Estrella Espinoza is a financial advisor with Edward Jones in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her prior roles include positions at Wells Fargo, Mass Mutual Life Insurance Company, MML Investors Services, and U.S. Bancorp Investments. Outside of her advisory work, she owns a rental property in Rosemount, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Derek Smith is a financial advisor with UBS Financial Services in Clearwater, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client solutions.

Sanja Smajlovic is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. and its affiliated entities since 2015. 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 planning and consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and innovative advisory programs.

Lauren Silva is a CFP® with 21 years of industry experience, currently advising at Ameriprise since 2023. She previously worked at LPL Financial, LLC and Riversource Insurance. Silva serves on the Board of Directors and acts as Treasurer for the Tampa Theatre Foundation. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Juan Munoz Ruiz is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Merrill Lynch and Bank of America, as well as work in media at Beasley Media Group/CBS Radio. He also owned and operated Juan Pachanga Night Club Inc for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager research, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research with forward-looking market assumptions and includes capabilities in derivatives and commodities.

Alexander Hanrahan is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he had roles at BayCare and the YMCA of the Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Turner Meek is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at Liberty National Globe Life and has experience in hospitality management at several country clubs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

John Odom is a financial advisor with Raymond James Financial Services Advisors, Inc. in Clearwater, FL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League Inc., overseeing the organization’s financial reporting. 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 investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Kamkutis is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Stifel Nicolaus & Co Inc, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Patrizio Trippetti is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Sokoh LLC and Florida International University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model financial outcomes, while clients remain responsible for plan implementation and updates.

Quinn Bennett is a financial advisor with LPL Enterprise and holds the Series 66 designation. Based in Tampa, FL, Quinn has been with LPL Enterprise since 2025 and also has experience in education, having worked at the University of Tampa and in regional schools from 2016 to 2023. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Gregory Vaughn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Mark Hannah, Chopper Industries LLC, Elite Orthopedics LLC, Willie’s, and Old Warson Country Club. He serves as executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Tara Cunningham is a Series 66-licensed financial advisor with Ameriprise in Tampa, FL, and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a co-owner of an LLC established to support her daughter's acting and modeling career. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, integrating both advisory and brokerage solutions.

Jeffrey Chernoff is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and IAT, Inc DBA Insurance and Trust. Chernoff is active in the Tampa Bay community, serving as Co-Chair of the Tampa Bay Chamber Policy Council and Vice Chair of Stage Works, a nonprofit organization. He also sits on the National Association of Insurance and Financial Advisors Political Action Committee National Board and the Tampa Bay Chamber Executive Board of Directors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client types including high-net-worth individuals, retirement plan sponsors, and charities.