Marlena Ocasio is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley for three years and INVEST Financial for ten years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management, financial planning, and alternative investments.

Joaquim Nally is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on getting to know clients to understand what is important to them and help develop strategies to pursue their financial goals. His services cover areas including general investing, retirement planning, and preparing for unexpected financial needs, along with providing access to specialists in banking, credit, home financing, and small business solutions. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquim completed his high school education at Donald E Gavit. Outside of his professional work, Joaquim enjoys activities such as basketball, boating, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and various positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as a registered commodity pool operator and advisor to multiple funds.

Ethan Denslow is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he was a financial consultant at Florida Financial Advisors. He also has experience in fixed insurance sales through a separate business activity. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Racquel Smith is a financial advisor at Morgan Stanley in Tampa, FL, with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2018, she worked at Aspire Financial Services from 2014 to 2017. Outside of her advisory role, Smith operates The Purposed Professional LLC, a career consulting business specializing in resume writing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caden Fletcher is a Series 66-licensed advisor with LPL Financial in Sun City Center, FL. He has worked in financial advisory roles since 2023, including positions at LPL Financial and Good Life Financial Advisor of Tampa Bay. Prior to his financial career, Fletcher was involved in the golf industry, working at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial advisory services.

Michael Barnett is a financial advisor with Robert Baird & Co. in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and also maintains a role at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of advising, he owns and manages rental properties. Michael is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments alongside consulting and brokerage solutions.

Andrew Mc Ilvaine is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Cushman & Wakefield. Outside of his advisory role, he is a proprietor of a family-owned vacation home business occasionally rented to offset carrying costs. 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, non-discretionary investment consulting, and institutional services supported by a broad range of portfolio management styles and affiliated research.

John Shonk Jr. is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes a 20-year career in the United States Air Force and time at Fisher Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Robert Scott is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Tampa, FL. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo. Outside of his advisory work, he is an insurance broker specializing in life, disability, long-term care, group, fixed annuities, and health insurance. MML Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning approach using proprietary software tools and serves a broad client base including high-net-worth individuals.

Fernando Posada is a financial advisor at Fidelity with 44 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, BB&T Securities, and Investment Professionals, Inc., before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm serves a variety of clients including registered investment companies and operates with registered oversight and governance procedures.

Xavier Pujol is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 26 years at Signator Investors, Inc. Pujol also serves as a registered representative and insurance broker for Signature Financial Solutions, where he acts as a presenter and facilitator. 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 utilizing various asset-allocation tools, risk assessments, and access to third-party money managers through multiple advisory platforms.

Patrick O'Keefe is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this capacity, he leads a team of Wealth Management Associates, focusing on fostering a collaborative environment and guiding the team to deliver comprehensive financial planning services to clients. He has been with Fidelity Investments since 2011, beginning as a Financial Consultant. From 2015 to 2018, he served as Vice President and Financial Consultant before assuming his current leadership position. His experience spans client partnership and financial plan development within the wealth management sector.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Buccafusca is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and is the managing director of Tripod Wealth Management, LLC. Prior to joining Raymond James, he worked for twelve years at Edward Jones. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining notable services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

J.P. Ritchie is a Financial Consultant at Fidelity Investments, a position held since 2024. He has been with Fidelity since 2015, holding various roles including Wealth Management Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on partnering with clients to develop personalized financial plans that align with their lifestyle and legacy goals. J.P. employs a client-first approach that involves a thorough discovery process to understand client priorities related to goals, family, and investments. He utilizes Fidelity's tools and resources to tailor financial plans to each client's unique needs and wishes. Outside of his professional role, J.P. has personal interests in boating, cooking and baking, golf, tennis, traveling, and yoga.

Jonathan Wax is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial in Tampa, FL. He has worked at Raymond James Financial Services, Inc. since 2002 and was a principal at Waller & Wax Advisors, Inc. for ten years. Wax is active in several nonprofit organizations in the Tampa area, holding board and finance committee roles with Champions for Children, Conn Memorial Foundation, and Copperhead Charities. 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 analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting solutions and supports an extensive network of advisors and affiliated firms.

Robert Shields is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2015. Prior to entering financial services, he played professional baseball for six years after being drafted by the New York Mets in the third round of the Major League Baseball draft at age 21. His personal experience working with a financial advisor during his athletic career inspired him to pursue a career helping individuals and families meet their financial goals. Since beginning his financial services career in 2014, Robert has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He works with a diverse client base, including professional athletes, business owners, and physicians, focusing on areas such as retirement planning, family wealth management, legacy planning, and managing new wealth. Robert emphasizes collaboration with clients’ professional teams to coordinate comprehensive wealth management strategies. Robert holds a bachelor’s degree from Florida Southern College, where he attended on a baseball scholarship. He is active in his community, serving on the Board of Directors for Bayshore Little League and coaching a boys’ team. His personal interests include baseball, golf, fishing, boating, cooking, and spending time with his wife and two children in Lakewood Ranch, Florida.