Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab Bank, SSB since 2026 and Charles Schwab & Co., Inc since 2024. Prior to his career in finance, his background includes several roles across different industries and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Randy Deitke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Mutual Fund Store and Financial Engines Advisors L.L.C. Prior to his current role, he spent eight years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Kimberly Williams is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Mace Maraman Jr. is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 certifications and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Nick Redhead is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop personalized strategies for accumulating, preserving, and transferring financial wealth, aiming to simplify financial planning and build client confidence through clear guidance and ongoing partnership. Prior to his current position, Nick served as a Financial Representative at Charles Schwab from 2022 to 2023 and was a Financial Consultant partner at Equitable Advisors from 2019 to 2021. His professional experience reflects a focus on client-centered financial consulting across multiple organizations. Outside of his professional work, Nick has interests in fitness, food, football, golf, and movies.

David De Zago is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Omnicell, Formulated Solutions, Powertronic Systems Florida Inc, Office Pride Commercial Cleaning, and Executive Level Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and proprietary tools to develop plans, managing approximately $2.74 trillion in client assets.

Matthew Best is a financial advisor at Edward Jones in Clearwater, FL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017, with a brief period of unemployment between roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Alec Underhill is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC, Florida Financial Advisors, and Florida State University. Outside of finance, he has experience with McCullough Design Services, LLC, and Giannis Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jacob Layton is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various industries including retail and education. Layton is also affiliated with Perry Ellis International and the University of South Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services through a large network of investment adviser representatives.

Jordan Goldberg is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and spent 11 years at Scottrade, Inc. Additionally, he has been affiliated with the University of South Florida since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Thomas Putnam is a financial advisor at Raymond James Financial with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and its affiliate since 2002. Outside of his advisory role, he is the president of Freeland Financial Inc., a support company based in Clearwater, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal and public finance advisory.

Erik Golub is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 66, Series 65, and Series 63 designations and seven years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies alongside discretionary separately managed account options.

Brinton Parker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 16 years of industry experience. He previously worked at Prudential Insurance Company of America and its affiliated entities for a combined 14 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers along with affiliated insurance and trust services.

Malgorzata Pelletier is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2018, as well as Wells Fargo Bank, NA from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support diversified portfolio strategies.

Xiaobo Dichillo is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise in 2026, Xiaobo worked at Fidelity Investments and founded Zi-DiChillo Financials. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.