Hyoung Kim is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Georgetown University, Rise Community Capital, and Burr & Forman, LLP. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm’s process uses structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Pierce Smith is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. His role includes serving as a resource for investing, retirement planning, saving for unexpected events, and providing access to Bank of America specialists across various financial services. He focuses on areas such as education planning, executive compensation, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. As a Merrill Financial Advisor, he collaborates with clients to define their goals and tailor portfolio strategies accordingly, providing ongoing advice to adapt as clients' needs change. Pierce holds a Bachelor's Degree from the University of South Carolina System and is a Personal Investment Advisor (PIA). He is a member of the Pelican Golf Club and the Ybor Chamber of Commerce, and participates in community involvement activities with Habitat for Humanity. Outside of work, he enjoys golfing, pickleball, skiing, surfing, and traveling.

Richard Lundahl is a Series 66 licensed financial advisor with Edward Jones in Tarpon Springs, Florida, where he has worked since 2008. He has 18 years of industry experience. Outside of his financial advisory role, Lundahl serves as President and Chief Operating Officer of CKRH Properties LLC, a holding company involved in a commercial and residential building project. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. 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 investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Jared Barclay is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans. His role focuses on aligning financial strategies with clients' unique goals and aspirations. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, Jared worked as a Customer Service Specialist at TD Ameritrade from 2018 to 2019. Outside of his professional work, Jared has interests in baseball, fitness, football, and traveling.

Chucri Chucri is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, Wells Fargo Clearing, Chase Investment Services Corp., and Transamerica Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. His career includes positions at Merrill, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Richard Glazier III is a financial advisor at Wells Fargo Clearing in Tampa, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Moffat is a Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2018. His professional experience also includes serving as Director of Investment Operations at Northwestern Mutual from 2015 to 2016, Financial Advisor at USAA from 2013 to 2015, and working with the Personal Services Group at T. Rowe Price from 2011 to 2013. As a Certified Financial Planner (CFP®), Steven collaborates closely with clients to develop comprehensive financial plans tailored to their unique family needs and goals. He emphasizes understanding each client's individual situation to act as an advocate in designing customized financial strategies.

Hunter Owens is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with two years of industry experience. His background includes multiple roles at Morgan Stanley and engagement with the University of Florida. Outside of his advisory work, Owens has been involved in a social media venture, generating passive income from a viral TikTok video. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Carol Conrado is a financial advisor with LPL Enterprise holding a Series 66 credential and no prior industry experience. Her work history includes roles at Standard Bank Angola and several advisory firms, including Global Keystone Advisors and World Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities since 2016. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Kimberly Zerbarini is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Merrill since 2014 and concurrently affiliated with Bank of America since 2018. Outside of her advisory role, she serves as a power of attorney in fiduciary capacities for private individuals. 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. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.