Graham Geis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his financial services career, he worked at Instacart from 2020 to 2022. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Todd Griffith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Pritchard is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. Based in Tampa, FL, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. 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. As a subsidiary of J.P. Morgan, it combines institutional advisory operations with brokerage and investment management capabilities.

Reed Coughenour is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping young families in the Tampa Bay Area develop long-term plans for retirement, investing, and legacy. He partners with clients to build thoughtful strategies tailored to their financial goals. Reed focuses on areas including education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. As a Merrill Financial Advisor, he prioritizes understanding what matters to each client to guide them through investing, retirement planning, and preparing for unexpected financial needs. His approach involves ongoing advice and guidance as clients' needs evolve. He holds a Bachelor's Degree from the Montana State University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Reed enjoys cooking, football, golfing, and reading.

Brad Stainsby is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Ana Wagner is a financial advisor with OSAIC in Tampa, FL, holding Series 65 and Series 63 licenses and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Raymond James & Associates, and Raymond James Financial Services, Inc. for 11 years before joining OSAIC Wealth Inc. in 2026. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a variety of securities and investment vehicles, with both discretionary and non-discretionary account options.

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Heather Saunders is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she is the owner of Wellspring Wealth Partners, LLC, a business related to managing her Ameriprise activities. Ameriprise provides a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering written recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to offer tailored, non-discretionary advice, primarily for clients with Ameriprise-managed accounts.

Richard Detweiler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously spent nine years at Morgan Stanley before joining Raymond James and All Seasons Wealth in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal advisory services and specialized employer retirement plan consulting.

Matthew Livak 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 JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. Prior to joining J.P. Morgan, he was employed at Under Armour from 2016 to 2017. J.P. Morgan Securities LLC 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 in constructing investment recommendations.

Mark Cleary is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, where he has worked since 2019. He has six years of industry experience and was previously a professional golfer from 2016 to 2019. Outside of advising, he serves as CEO and manager of Cleary Real Estate Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Sanjay Prasad is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Mass Mutual Investors Services and has held prior roles at firms including PEAK Brokerage Services, LPL Financial, and National Planning Corporation. Additionally, he holds an outside insurance position focused on life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations within collaborative, ongoing client relationships.

Carla Johnson is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with seven years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is involved in managing rental real estate jointly owned with her sister. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Andrew Hirsch is a financial advisor at Robert Baird & Co. in Tampa, FL, with 40 years of industry experience. He has been with Robert Baird since 1993 and holds a Series 63 designation. Outside of his advisory role, Hirsch serves on the Temple Investment Committee and Cemetery Committee for Congregation Schaarai Zedek, providing investment and property advice. Robert Baird & Co.’s DDK Group offers tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, utilizing both in-house and third-party managers to meet diverse client goals and risk tolerances.

Waymon Jordan is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 1997. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Linda Mc Mahan is a financial advisor with Merrill based in Lakeland, FL, holding Series 63 and Series 65 licenses. She has 44 years of industry experience and has been with Merrill since 1981, also associated with Bank of America since 2009. She serves as an advisory board member for the Lakeland Regional Health Foundation, a charitable organization. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alonde Le Grand is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering customized wealth planning and investment strategies. He focuses on long-term wealth accumulation, risk management, and tax efficiency, guiding clients through building, optimizing, and transitioning their portfolios with clarity and confidence. Alonde brings extensive experience in advising athletes, business owners, and individuals, crafting personalized financial strategies that align with their lifestyles, goals, and long-term visions. His expertise encompasses areas such as college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, sports and entertainment finance, and tax minimization. He earned a Bachelor's degree from the University of North Florida, where he also competed as a Division I basketball player, and holds an MBA from Gannon University. Alonde holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Tampa, Florida, and remains actively engaged in his community through involvement with Berkeley Prep Boys Basketball. Outside of work, he enjoys basketball, chess, football, music, pickleball, reading, running, traveling, watching movies, and spending time with family and friends.

John Cline is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he holds a 50% ownership in Master Craft Memories, a business involved in building and selling monuments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Jennifer Osgood is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns business entities involved in managing office practices and real estate for her Ameriprise franchise office. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Taylor is a financial advisor with Ameriprise in Palmetto, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with financial advisors.