Farhad Khalilpour is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Arya, Uber, UPS, and Alteration Station. Outside of advising, he has worked as a 1099 contractor for Uber in a rideshare capacity. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to support client retirement goals.

Jodi Leonard Fardella is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008, also working at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individual and institutional clients including high-net-worth individuals and charitable organizations.

Zachary Smith is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without individual security recommendations as part of standalone plans.

Nickolaus Dunegan is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at E*Trade Securities, Bank of America, Race Trac, Amazon, and GNC. Outside of advising, he is employed by Uber in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services.

Andrew Robinson is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity in 2021 and has held several positions including Relationship Manager, Investment Solutions Representative, and High Net Worth Service Associate. Prior to his time at Fidelity, Andrew worked at T. Rowe Price from 2017 to 2021 in roles such as Quality Resolution Specialist, Client Manager, and Financial Services Representative. In his current role, Andrew focuses on helping individuals create, implement, and maintain financial plans that align with their goals, risk tolerance, and time horizon. He emphasizes a client-centered approach that builds relationships based on a holistic understanding of each client's needs and aspirations, aiming to develop financial roadmaps that reflect their values. No information on Andrew's education, credentials, personal interests, or community involvement was provided.

Richard Steinbrueck is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he owns and updates a website offering original music, educational materials, and memorabilia, and participates in church and school fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping services separate.

Mark Phillips is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Foresters Financial and Foresters Advisory Services, as well as work with Humana since 2013. Outside of advising, he is involved with Humana Dental Plans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various portfolio management strategies and programs across discretionary and non-discretionary authorities.

Alexander Harris is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at E*TRADE Securities LLC, as well as service in the United States Army. Outside of his advisory career, Harris owns a sole proprietorship involved in agriculture, art, culture, and retail/online stores. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

David Jenkins is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at First Command Financial Planning and insurance services, as well as over a decade in the automotive sales sector. He is a co-owner of J D Investments of Tampa, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various institutional services.

Kevin Cool is a financial advisor with OSAIC based in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, AIG Capital Services, American General Life Insurance, and TIAA-CREF. He is also involved as an insurance broker through Signature Financial Solutions, focusing on fixed insurance products and securities insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to multiple third-party solutions.

Robert Seehoffer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2017, including eight years at Morgan Stanley Private Bank, N.A., and previously worked at Royal Alliance Associates from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jake Crowther is a Series 66-registered financial advisor with UBS Financial Services, based in Tampa, FL, and has one year of industry experience. Prior to joining UBS in 2024, he worked at the University of Georgia from 2019 to 2024 and Jesuit High School from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending programs.

Timothy Kip is a financial advisor with LPL Financial in Plant City, FL, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he owns generationbabyboomer.com, a website focused on encouraging Social Security planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by proprietary research and access to third-party subadvisors.

Jessica Johnson is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation. Prior to joining the firm, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Jeffrey Hausinger is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Tampa, FL. He has been involved with Hausinger Financial, LLC since 2011 and has held roles at Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory work, he serves as President of All Seasons Accounting Services, LLC and is a partner investor in the parent company of several local restaurants. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Cameron Mc Kee is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Dunham's Sports and Wireless Management LLC. He also worked at the University of Tampa from 2018 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jamie Wills is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 12 years. Outside of his advisory role, he is a partner and limited business owner at MidSouth Icehouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm provides financial planning and investment consulting through a variety of portfolio management styles and research resources, with a focus on non-discretionary relationships where clients make implementation decisions.

Warren Hill is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously held roles in mortgage services and the window manufacturing industry. Hill serves in the Florida Army National Guard and is a partner in an agricultural and art-related enterprise called Warrlynn Homestead. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Axel Calderon Garza is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Amazon, the University of South Florida, and various other organizations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julien Mauldin is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and develop financial plans aligned with their short- and long-term goals. Julien emphasizes trust, thoughtful planning, and clear communication in his approach to financial guidance. Prior to his current role, Julien served in several positions at Fidelity Investments, including Central Relationship Manager from 2024 to 2026, Investment Solutions Representative II from 2022 to 2024, and High Net Worth Associate from 2021 to 2022. These roles have contributed to his experience in helping clients navigate important financial decisions and build lasting relationships. Outside of his professional work, Julien's personal interests include beach activities, fitness, golf, outdoor adventures, reading, and skiing.