Christian Cranford is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., KPMG LLC, and the United States Navy, where he served for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Fabio Mugnaini is a financial advisor with OSAIC who holds a Series 66 designation and has seven years of industry experience. His past roles include positions at Royal Alliance Associates, Transamerica Capital, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo, and Achieva Credit Union. He is also involved with Tata Consultancy Services, providing back office operations support for Transamerica’s variable product business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party resources to construct diversified portfolios across asset classes.

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.

Chris Castro is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation among other firms. Castro’s background includes multiple self-employed engagements prior to joining Osaic in 2026. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing a variety of asset-allocation tools and portfolio management options.

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.

Douglas Canna is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with LPL Financial since 2009 and has operated Canna Investment Management, Inc. since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Robert Hammond is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and with 10 years of industry experience. He has worked with LPL Financial since 2019 and is also associated with Allen & Company of Florida, LLC. Outside of his advisory work, he is involved as a non-variable insurance agent and participates in investment-related survey activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Zachary Medawattage is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has been with Fisher Investments since 2018, following his education at Eastern Illinois University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Tracey Nightingale is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Morgan Stanley, USAA Life Company, and Usaa. She has also operated a travel-related business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Rios is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017. Prior to joining J.P. Morgan, he was employed by Global Spectrum LP and Florida Agricultural & Mechanical University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, supported by internal research and manager oversight.

Theresa Lewis is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Robinson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their individual ambitions. His work emphasizes planning for key life goals, including funding education, preparing for retirement and healthcare expenses, and developing tailored strategies to support long-term family objectives. Robinson holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Florida. His approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Brandon Bowen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of his advisory work, he serves as the director of a technology company called Chronicles Anonymous. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured planning tools and investment models to support client goals.

Thomas Neil is a financial advisor at J.P. Morgan Securities with one year of experience. He holds a Series 66 designation and is based in Tampa, FL. His prior work history includes roles at JPMorgan Chase Bank, N.A., LCG Advisors, and experience outside the financial industry including involvement with Pane Rustica Restaurant and Salt Pines LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kenneth Summers is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. Prior to joining Fisher, he was employed at Boston Scientific and attended the University of Oregon. Fisher Investments provides discretionary portfolio management to a global client base, including institutional and high-net-worth individuals. The firm employs a centralized investment approach that combines quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Emilia Galletti is a financial advisor at OSAIC with a Series 66 designation and has been in the industry for less than one year. She has prior experience working with Total Resource Financial LLC and has held various roles outside of finance, including positions at educational institutions and retail companies. Additionally, she is involved with Kara's Greek-KGramms LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Dane Parker is a financial advisor at Stifel in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior career includes over three decades in medical-related businesses, including ownership roles in medical clinics and aesthetic salons. He is a silent owner of True MD and Premier Salon and Spa, a medical aesthetics and hair and nail salon. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.