Trae Urie is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Brent Bassler is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His work history includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Drew Elliston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JP Morgan Chase and Aspen Highland Partners. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. 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.

Beverley Bouchard is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously spent five years at Jhfn Sii. Bouchard serves as a Notary Public and manages firm services including marketing, compliance, supervision, and training through her role at Signature Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations by offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and multiple platforms to construct portfolios that may include equities, fixed income, and alternative investments, with discretionary and non-discretionary management options.

Emily Savedes is a financial advisor at Fisher Investments with five years of industry experience. She holds the Series 65 designation and has previously worked at Franklin Templeton and served as a student at Grand Valley State University. Outside of her advisory role, Emily creates humorous content on TikTok. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory, retirement plan services, and manages a range of investment vehicles with tax-aware and risk management strategies.

Tatum Taucher is a financial advisor with Charles Schwab in St. Petersburg, FL, holding a Series 66 credential and three years of industry experience. Their work history at Charles Schwab and Charles Schwab Bank spans from 2021 to the present, alongside earlier roles including work at Our Lady Star of the Sea and Urban Dogg. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and operates a large-scale, integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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, institutional and pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Natalie Matos is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Obrien is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Raymond James & Associates, he worked at Charles Schwab and Charles Schwab Bank. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Liam House Myers is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates Inc. and Sii. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using various tools and platforms to construct portfolios across multiple asset classes.

Devon Wagner is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL. He has been with Morgan Stanley since 2023. Outside of finance, Wagner has experience working in various hospitality roles, including positions at Salt Shack on The Bay and The Tampa Edition. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

Anthony Kowalski is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at Cetera in Tampa, FL. He has been with Cetera and its related entities since 2015. Outside of his advisory work, he owns Two Toes Woodworking LLC, a business focused on making and selling woodworking products. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to a range of investment strategies and program structures.

Sarah Shockley is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 credential and eight years of industry experience. Her background includes roles at Raymond James and Stifel, as well as ownership experience in the brewery and hospitality industries. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network.

Patrick Inglesby is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he serves as CEO of BESPE Holdings Inc., where he is involved in oversight of family property investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is noted for its municipal advisory affiliation and specialized consulting programs.

Beth Maus is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Raymond James entities since 2018, as well as prior roles at FSC Securities Corp and Invest Financial Corporation. She is based in St. Petersburg, Florida. 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, 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 advising and SIMPLE IRA Employer Advisory & Consulting Services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James and its affiliates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research.