Alexander West

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Robert Meissner III is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2021. Prior to that, he was with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. He is also a partner in Globaltron Holdings, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Brittany Mc Neally is a financial advisor with Fifth Third Securities, Inc. in Titusville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Fairwinds Credit Union, CUSO Financial Services, and Wells Fargo Clearing Services. She is also employed by Comerica Bank in an investment-related capacity. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs on the Passageway platform, combining multiple portfolio management approaches and technologies with a risk-profile–based selection process.

Michael Gilliss is a financial advisor at GWN Securities Inc. with 31 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Gilliss Financial, Inc., Ameritas Investment Corp, CCF Investments, Inc., and Capital Choice Financial Services. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a range of discretionary portfolio management and model-based strategies, including market-timing and momentum-based approaches in select legacy programs.

Kerry Kennedy is a financial advisor with Ameriprise in Titusville, FL, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Kennedy has been with Ameriprise and its affiliate since 2005. Outside of advisory work, Kennedy serves as president of a local property management business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Guarino is a financial advisor with Ameriprise in Orlando, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a business entity that provides limited liability and manages business expenses. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise managed accounts.