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.

Branden Sears is a CFP®-certified financial advisor with 12 years of experience at Raymond James Financial Services Advisors, Inc. He is based in Land O’Lakes, Florida, and has held his advisory roles there since 2014. Outside of this, he is also involved with Independent Financial Services, where he serves as an associate and portfolio technician in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through a unique municipal advisor affiliation.

Yoram Porat is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera since 2005. In addition to his advisory role, he is the president and owner of ARU Business Services, a CPA firm specializing in accounting, tax preparation, and management consulting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, employer-sponsored retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, featuring discretionary and non-discretionary strategies and access to third-party managers.

Nereida Agosto is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Suncoast and engagements as a private contractor, as well as involvement with Living Faith since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by analytical tools like Monte Carlo simulations and Global Investment Committee estimates.

Kyle Kelly is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with seven years of industry experience. He has been with Morgan Stanley since 2017 and previously worked in education at Florida State University and Rickards High School. Outside of his advisory role, Kyle works part-time at Westshore Pizza assisting with store closing and customer service. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, and serves clients through various investment and advisory arrangements.

John Mahoney Jr. is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank for over a decade. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products.

Matthew Jobes is a financial advisor with Ameriprise Financial Services LLC in Tampa, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to Ameriprise, he worked at AmeriLife for four years and has held various roles including with the Lexington Legends. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research, third-party data, and algorithmic tools to deliver personalized recommendations focused on income reliability and tax-aware withdrawal strategies.

Alexander Presing is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Speroni is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2018, following a prior role at W&S Brokerage Services and Western Southern Life from 2016 to 2018. He also serves as Director of Worksite Benefits in an outside insurance sales capacity, providing group life and disability plans not offered through MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-oriented planning process using firm-approved software and provides specialized programs including employer-sponsored planning and recent additions like Divorce Planning.

Ryan Cooper is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His work history includes roles at Morgan Stanley, Charles Schwab & Co., DoorDash, and involvement with the Boy Scouts of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Wetter is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Wetter also serves in the Florida Army National Guard as a military reservist. Charles Schwab & Co., Inc. 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 combined advisory, brokerage, custody, and cash-sweep service platform with a client relationship model that includes both non-discretionary and discretionary investment options.

Oliver Norton is a Planning Consultant at Fidelity Investments, where he works as part of a team to develop comprehensive and holistic financial plans for clients. He aims to connect with clients personally to understand their life goals and concerns in order to create tailored financial strategies that support their unique aspirations. Oliver has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2024. His professional experience centers on financial planning and collaborating with clients to navigate the challenges and rewards of developing strong financial plans. Outside of his professional work, Oliver enjoys activities such as spending time at the beach, fitness, hiking, soccer, traveling, and exploring food.

Ildemaro Asprino is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Personal Capital. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and serves a large client base through both advisor-led and online platforms.

Bryan Melko is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services alongside affiliated brokerage and investment management capabilities.

Jamie Wingfield is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Outside of her advisory role, Wingfield serves on the Board of Directors for the Carrollwood Area Women's Club and is Vice President of the Belle Glen Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research-driven modeling and tax-efficiency analysis to provide tailored written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Reid is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at Florida Financial Advisors and has held roles outside finance including positions with several small businesses and teaching at The University of Tampa. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Glenn Duncklee is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

John Faler is a financial advisor at Morgan Stanley in Palm Harbor, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.