Michael Quattrochi is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Securities America Advisors. Quattrochi serves as a community advisory council member for HCA Florida Trinity Hospital and is involved in managing multiple financial planning and wealth advisory enterprises, including a scholarship program for higher education. OSAIC serves retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Brandon Barrett is a Financial Advisor at Merrill Lynch Wealth Management and a partner of the Hughes Thiel and Associates Team. He specializes in providing personalized wealth management strategies for business owners and families. Brandon focuses on creating tailored financial plans that align with individual goals, whether related to retirement, business planning, investment management, or estate planning services. His areas of expertise include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Individual and Corporate Investment Strategy. Brandon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Outside of his professional work, Brandon enjoys baseball, basketball, fishing, golfing, pickleball, and spending time with his family. He emphasizes understanding clients' priorities to develop collaborative and personalized financial strategies.

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.

Kevin Smith is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including First Allied Advisory Services and Cetera in various capacities since 1998. In addition to his advisory role, he owns Pathway Associates Inc., a tax preparation and accounting business, and is president of Smith Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.

Jean Paul Clark is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Tess Zigo is a CFP® professional with 11 years of experience in the financial services industry, currently with LPL Financial since 2021. Her prior work includes roles at Valerie Janke and Waddell & Reed Inc, as well as involvement with the Financial Planning Association of Illinois and the DuPage Children's Museum. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside third-party research and model portfolios.

Jeffrey Evans is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, he serves as Treasurer for the Largo Lions Foundation, a nonprofit focused on eye site conservation, disaster relief, and community outreach. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kaleigh Hicks is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. She has held roles at several firms, including Morgan Stanley and E*TRADE Securities LLC. Hicks is also an associate at CN Wealth Management/Keybridge Wealth Management in Clearwater, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a variety of advisory programs and institutional consulting services.

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.

Isramil Pichardo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2011 and has worked at Primerica Financial Services since 2005. Outside of his advisory role, he owns The Purpose Group, LLC, a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Melanie Morrow is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to co-create and implement financial plans tailored to their individual needs and preferences. She works with her team to help clients navigate their financial plans through retirement and life changes. Melanie's professional experience includes various positions at Fidelity Investments, starting as a Financial Representative in 2019, progressing to Relationship Manager in 2020, Investment Consultant in 2023, and currently serving as a Financial Consultant since 2025. Prior to joining Fidelity, she worked as a Financial Advisor and participated in the Advisor Mastery Program at Raymond James from 2018 to 2019.

Shannon Utterback is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Her tenure at Fidelity began in 2022 and continues to the present. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

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.

Isaac Voltoline is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Schwab, he worked at the City of St. Petersburg and Haddad Dealerships, and has been involved with ModernTetra since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios, alongside custody and brokerage services.

Taylor Mc Dermott is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory duties, Mc Dermott serves as a trustee for an irrevocable family trust and manages his own S-Corp, handling both financial planning and operational responsibilities. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and maintains specialized advisory programs, including municipal and SIMPLE IRA consulting services.

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 bringing eight years of industry experience. His work history includes roles at PFS Investments Inc. and Gartner, alongside over a decade with Primerica Financial Services. Outside of advisory work, he owns Destiny Financial and Destiny Family Group, LLC, a health insurance sales business. Primerica Advisors manages 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 clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Bradley Kirchner is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2022, he worked extensively with Synovus Bank and Synovus Securities, and he spent 11 years at Fifth Third Securities. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Patrick Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill from 1993 to 2022, Bank of America from 2009 to 2022, and Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s return estimates to support its financial planning process.