Ronald Robertson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-driven investment approach. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Kyle Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BlackRock Investments and Electric AI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Tess Zigo is a CFP® certificant with 11 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at Valerie Janke and the Financial Planning Association of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frank Manzo is a Series 66-licensed financial advisor at Cetera with six years of industry experience. His career includes roles at JP Morgan Chase Bank, Merrill, and Regions Bank, among others. Manzo’s background also includes work in automotive sales prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a large nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jared Kohn is a financial advisor at Edward Jones in Lutz, FL, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience, all with Edward Jones since 2015. He serves as a member at large for Congregation Beth Am in Tampa, facilitating community and outreach events, and also performs wedding ceremonies as a Notary Public. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Linda Cliborne is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience providing financial and wealth preservation strategies. Linda and her team focus on helping employers design and implement 403b and 401k plans, offering support related to fiduciary best practices, plan design, and participant education. They also work with individuals to develop wealth management strategies, including investment advice and wealth transfer planning for multigenerational families. The Cliborne Winkler & Associates team manages approximately $560 million in assets and serves over 100 employer-sponsored retirement plan clients as of August 29, 2023. Linda is a qualified Portfolio Manager who builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She has earned several professional designations, including Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), Chartered Retirement Plans Specialist (CRPS™), and Retirement Benefits Consultant (RBC). She holds a Bachelor of Science degree in Finance from Virginia Polytechnic Institute & State University's Pamplin College of Business. Linda resides in Tarpon Springs, Florida with her husband and two children. She is actively involved in community organizations such as the American Heart Association's Circle of Red, Habitat for Humanity of Pinellas and West Coast Counties, and the YMCA of the Suncoast. Outside of work, her interests include boating, photography, biking, and spending time with her family.

Kari Neller is a financial advisor at Edelman Financial Engines with 15 years of industry experience and holds a Series 65 designation. Prior to joining Edelman Financial Engines in 2026, she worked at Independent Financial Partners and LPL Financial, among other firms. Outside of her advisory work, she is also a licensed realtor assisting buyers and sellers with real estate transactions through Premiere Property Solutions. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Isramil Pichardo is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2011 and has worked at Primerica Financial Services since 2005. In addition to his advisory role, he owns The Purpose Group, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, with discretionary separately managed account options and custodial support from Pershing.

Brandt Zimmerly is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of his advisory role, he owns Zimmerly and Associates, LLC, which operates for Primerica business purposes, and is involved with Team HSTL, a non-investment-related venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using Pershing and Primerica Brokerage Services for custody and trade execution.

Taylor Mc Dermott is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following five years at Wells Fargo Clearing. Outside of his advisory role, Mc Dermott serves as a trustee for a family irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports advisory programs across a large network, with specialized services that include municipal and public-finance advisory work.

Todd Basler is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with PFS Investments Inc. since 1994 and with Primerica Financial Services since 1993. Basler is also involved in several business ventures, including ownership of Basler Group LLC, a Primerica-affiliated investment entity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of advisors.

Trae Vaillant is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with PFS Investments Inc. since 2017 and previously worked at Gartner from 2016 to 2021. Outside of his advisory role, he is involved in health insurance sales through Destiny Family Group, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Patrick Griffith is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill and Bank of America. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Dylan Fayer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms including National Asset Management and National Securities Corp. In addition to his advisory role, he serves as a CPA and financial professional at Generations Tax & Wealth Management and prepares tax returns through DF Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, utilizing a multi-manager platform with varied program options and ongoing client supervision.

Mark Walker is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Primerica Financial Services since 1996 and Primerica Advisors since 2014. Outside of advisory work, he manages Walker Insurance and Financial Services, LLC, a business formed for Primerica purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies developed by third-party managers and supported by custodial and trade execution services.

Brandon Barile is a CFP® with 29 years of industry experience, currently affiliated with Cetera in Tampa, FL. He has held roles at International Assets Investment Management LLC and related firms for over a decade. Outside of his advisory work, he is the owner and administrator of the LinkedIn group Get Connected in Tampa Bay and serves as chapter president of Network Professionals Inc., a local business networking group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and bespoke investment strategies.

Peter Katsarelis is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Keith Mevorah is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses, and has 22 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved in mechanical automotive restoration. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided through investment adviser representatives who may use various discretionary and non-discretionary strategies.

Michael Reinhardt is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments, Morgan Stanley, and T. Rowe Price, as well as five years of service in the Army National Guard. He has been affiliated with the University of Florida for over a decade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a central operational structure.

Henry Alava is a CFP®-designated financial advisor with 37 years of industry experience, currently serving at Cetera since 2005. He is also president of Benefits Consulting Inc., an insurance agency focused on employee benefits, retirement programs, and personal financial planning. Additionally, he holds a board member and social chair position with St. Timothy Catholic Church Men’s Club, where he arranges community social events. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services across multiple program structures.