David Codella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent over a decade at SunTrust Investment Services. His spouse owns an e-commerce wedding business, for which he serves as a check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for five years and concurrently at DFCU Financial and CUSO Financial Services since 2023. From 2005 to 2018, he was involved with Creative Mailbox Designs. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Henry Tschopp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Morgan Stanley. Outside of advising, he is involved as an associate employee in accounting and wealth management support roles through companies related to his advisory work. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, as well as employer advisory programs like SIMPLE IRA consulting.

Lukasz Jeczalik is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Suncoast Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Justin Luiten is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, alongside tax-aware processes and various risk management tactics.

Adam Sipes is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and was previously associated with SII Investments. Outside of LPL, he is involved with Oak Partners Inc., where he engages in investment-related activities including the sale of non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.

Alex Zwolak is a financial advisor with OSAIC in Odessa, Florida, holding a Series 66 credential and 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and joined OSAIC in 2023. Outside of his advisory role, Zwolak is a tax preparer with Ogborn Accounting, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Enrique Galang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing and its related entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brent Bocian is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has been involved in tax preparation and advisory services through his firm, Quick Guide Tax LLC, since 2019. He is also an author of several books, including a guide for self-employed American Sign Language interpreters and a children’s book. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, managing over $256 billion in assets.

Araceli Trejo Rojo is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she currently serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes service in the U.S. Army from 2016 to 2025. Outside of advising, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Brent Olsson is a financial advisor at Robert W. Baird & Co. in Tampa, FL, with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. for 20 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Nancy Meade is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Gary Sax is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked with Securities America Advisors, Inc. and Investacorp Advisory Services. He is also president of SAX FINANCIAL, Inc., an insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Darrell Bickford is a Financial Consultant with Fidelity Investments in the Tampa investor center. In this role, he partners with clients to understand their goals and needs, working together to create, support, and maintain customized financial plans aimed at helping clients achieve their financial and investment objectives. Darrell has been with Fidelity Investments since 2016, progressing through various roles including Defined Contributions Service Associate I, Tax Exempt Service Associate I, Workplace Planning and Guidance Consultant I & II, Central Relationship Manager, Relationship Manager, and Planning Consultant before assuming his current position as Financial Consultant in 2025.

James Adams is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Morgan Stanley in Tampa, Florida, where he has worked for three years following a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, focusing on comprehensive advisory support rather than individual security recommendations.

Patrick Petkovich is a financial advisor with Raymond James Financial based in Tampa, FL, holding Series 63, Series 65, and Series 66 credentials and having 30 years of industry experience. He has worked at Raymond James Financial Services since 2001 and owns Petkovich & Associates, where he serves as president and director. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and encourages clients to implement recommendations through various advisory programs and providers.

Amy Long is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 65 and Series 63 designations and 16 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Valic Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its investment institute with third-party analytics to support diversified investment strategies.

Tiffany Massay is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. Her career includes roles at JPMorgan Securities LLC and Regions Bank, as well as involvement with Dharma Southern Kitchen LLC. She also participated in the University of South Florida Student Government during her studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.