Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Carole Rainey is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. In addition to her advisory role, she operates a tax preparation service providing federal and state tax returns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools for portfolio construction across a range of asset types and supports both discretionary and non-discretionary account management.

Logan Fleming is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to his current role, he worked for the School District of Manatee County and was involved with Two Docks Shellfish. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies.

Michael Wills is a financial advisor at Ameriprise Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Anderson is a Series 66 licensed financial advisor at Raymond James & Associates with no prior industry experience. His career background includes roles at L'Oreal USA, CFO Alliance, Inc., and several banking institutions. He is also engaged with Upwork in a concurrent capacity. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Roslyn Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Dylan Alagood is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Polley Wealth Management and LSQ Funding Group, as well as other positions outside the financial sector. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Robert Wise is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He has held roles at Wells Fargo Advisors, LLC, and Wells Fargo Clearing since 2016. He holds the Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dustin Benning is a financial advisor at Morgan Stanley based in Tampa, FL, with 12 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at E*TRADE Securities LLC for several years prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves 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 planning process using firm-approved tools and market return estimates.

Gianmarco Barone is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James, Revature, Regions Bank, ServPro, and State College of Florida. He is also a partner in Golden Egg Customs LLC, a business involved in inventory management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Susan Griffith is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Morgan Stanley and Wells Fargo Clearing. 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 and employs analytical tools to support client goals, alongside specialized municipal and public-finance services.

Devyn Bachi is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, Devyn worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed education at the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Thompson is a Certified Financial Planner® at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors for Fourth Street Condominiums and has involvement in a family-operated Smoothie King franchise. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

James Ryan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he was involved with Kalamazoo Olive Company LLC for a decade. 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. The firm emphasizes a structured financial planning process that uses firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Jacob Shupe is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes roles at GFA Financial and TFNN, and he has served as a registered assistant in an investment-related LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory, and third-party managed account solutions.

Michelle Lynch Zebra is a Series 66 licensed financial advisor at Raymond James & Associates with 8 years of industry experience. She has been with Raymond James since 2004. Lynch serves as Treasurer and a board member of the USF Foundations Board of Directors, a nonprofit focused on raising and administering private gifts to support the University of South Florida’s teaching, research, and public service activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Mark Hofle is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Michael Sarafian is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior roles include positions at Morgan Stanley, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he is the owner of Sunshine Thrift Supply, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.

Brian Heitler is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also involved in privately held investment-related businesses, including full ownership of Heitler Financial Services, Inc. and partial ownership of Egan Heitler, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas using proprietary research and tools, with client choice in implementation through various brokerage and advisory programs.