Nicholas Lizzio is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1996 and with Primerica Advisors since 2014. Outside of his advisory role, Walker manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs an independent due-diligence process for asset manager selection and uses a tiered wrap-fee structure.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Gustavo Delgado Alicea is a Series 63-licensed financial advisor with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside his advisory work, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple custody platforms and employs both proprietary and unaffiliated model strategies.

Jonathan Espinal Cabrera is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Primerica Advisors and Tripleseat. His outside business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among large institutional advisors.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Edmund Iannelli is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Frito Lay, and Auburn University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Martin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. Outside of his advisory role, he is involved in marketing and sales of fixed insurance products through his insurance agency, Total Resource Financial. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers and wrap programs.

Kent Voges is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 65 designation and has previously worked at VALIC Financial Advisors for 28 years and Agia for four years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. His prior experience includes roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is an owner of the website facegrab.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Michael Johnson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2022 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based scenario modeling.

Kayla Mc Kee is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with six years of industry experience. Her previous roles include positions at E*Trade Securities and a brief tenure at Ole Style Deli. She also worked at the University of Tampa for three years. 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 that employs firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse services encompassing retail and institutional investment options.

Michael Miller is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is based in Tampa, FL. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Coleman Bryant is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having two years of industry experience. He has worked previously at BT Wealth Advisors and The Bank of Tampa. Outside of financial advising, he is the owner of Waves of Grace Apparel LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and technology-driven strategies.

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. 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 and consulting services with a range of investment strategies and municipal advisory capabilities.

Ritesh Shah is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. He has been with Fisher Investments since 2016, based in Tampa, FL. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative analysis and employs various risk management and tax-aware strategies.

Kristopher Horton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USAA in various capacities from 2013 to 2020. Outside of his advisory work, he manages a rental property on a long-term basis. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized platform for custody, advisory, and brokerage services.

Stephano Mastro is a Senior Financial Advisor with The Valdes Group, which operates within Merrill Lynch Wealth Management. He is part of a team that delivers comprehensive wealth management services to individuals, entrepreneurs, families, and businesses, aiming to provide a family-office type experience through customized support and disciplined financial oversight. Stephano graduated from Mount St. Mary’s University in 2019 with a bachelor's degree in business finance, where he also played Division 1 lacrosse. He furthered his education at the University of Tampa, earning a master's degree in entrepreneurship. Prior to his current role, he worked at South Tampa Subaru, assisting with marketing campaigns, sales, and accounting. Stephano holds the Personal Investment Advisor (PIA) professional designation. In recognition of his team's performance, Stephano was part of the group named to the Forbes "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, and to the Forbes "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Outside of work, Stephano enjoys boxing, dancing, music, racquetball, and spending time with his family.

Callie Mitchell is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she completed her education at Florida State University and Gulf Breeze High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm’s financial planning emphasizes structured discovery and firm-approved tools, offering comprehensive services without individual security recommendations as part of standalone plans.

Grant Wilhelm 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, he worked with Coding Campus DBA V School for five years and served in the United States Air Force from 2015 to 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured discovery conversations and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.