Brian Fuchs is a financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Charles Schwab, Facet Wealth, Fisher Investments, J.P. Morgan Securities, PNC Investments, and Wells Fargo Advisors. Outside of finance, he is the sole owner and managing member of Hammerhead Brands LLC, a content creation business associated with a former gaming YouTube channel and occasional personal video projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Manahan is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2013. He has been part of Fidelity Investments since 2007, progressing through various roles including Financial Consultant, Investments Consultant, and Investments Representative. Prior to joining Fidelity, he worked as a Loan Officer at Everbank Mortgage and as a Loan Underwriter at Allied Capital Mortgage. With 19 years of experience in the financial services industry, James focuses on forming trust-based relationships and delivering personalized client service. He aims to improve the financial positions of his clients and their families through his expertise and commitment. Outside of his professional work, James has interests in fitness, football, parenthood, traveling, and volunteering.

Braden Silverman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combination of non-discretionary advisory relationships and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jennifer Miller is a financial advisor with Ameriprise in Odessa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory role, she serves on the Board of Directors for Genesis, acts as a member engagement specialist for a professional networking group, and coaches a nonprofit softball team. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Tillman is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with clients and their families, prioritizing their interests and leveraging cutting-edge technology with his Private Wealth Management team to help clients achieve their financial goals. Jeffrey has an extensive background in financial services, having held various positions including Vice President, Financial Consultant and Investments Representative at Fidelity Investments since 2013. Prior to that, he served as Assistant Vice President, Financial Advisor at Synovus Securities, Inc., Director of Fixed Income Sales at J W Korth, and held roles at Wells Fargo and Merrill Lynch in financial advisory and asset analysis capacities. Outside of his professional work, Jeffrey has interests in football, swimming, and tennis.

John Watt is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Scotlynn USA and Orthomax, as well as experience in the hospitality industry with Bounce House Social Eats and Bonefish Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced planning tools and the firm’s Global Investment Committee insights.

Shannon Sipes is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Ameriprise since 2007, serving in her current role since 2020. Outside of her advisory work, she is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, customized recommendation reports through a centralized consulting team.

Andrew Hereter is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America and various financial and service-related businesses. Outside of finance, he is involved with the Florida Cracker Fish Company, a restaurant and bar in Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nathan Saladino is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He began his career in financial services in 2026 after working eight years at Assurant Solutions and seven years at Tampa General Hospital. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Ellery Willard Jr. is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Merrill for 12 years and currently manages the trust department for Hancock Whitney Bank. Willard is also involved with the AdventHealth Tampa Foundation finance committee and serves on the advisory council for the University of Tampa’s Sykes College of Business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Javon Enzor is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments from 2023 to 2025. His background includes roles in education and community services, including positions at Hillsborough Community College and Hillsborough County Parks and Recreation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning using proprietary tools and manages approximately $2.74 trillion in client assets.

Alexander Worrell is a financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2017 and previously spent a year at Thyssenkrupp Elevator. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process that integrates quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Brianna Randazzo is a financial advisor with Thrivent Investment Management in Lutz, FL. She holds a Series 66 credential and has two years of experience with Thrivent Investment Management and related entities, as well as prior experience at Wells Fargo and Fifth Third. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Thomas Kehoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Block Advisors by H&R Block and Avantax. In addition to his advisory work, he serves as an elder on the board of Generations Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies supported by affiliated and third-party managers.

Norman Raymer is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. In addition to his advisory role, Raymer operates two sole proprietorships focused on fixed insurance products and fee-based planning and investments, and serves as secretary of the Trevi Home Owners Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts.

Sarah Robinson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she partners with clients and their Wealth Management Advisors to deliver dedicated planning and service tailored to clients' needs. Sarah focuses on understanding what is important to her clients and their families, emphasizing the formation of strong relationships. She prioritizes maintaining open dialogue, trust, and reliability with those she serves.

Philip Buffery is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, he worked at firms including Alpha Vee Advisors LLC, Advisor AI Partners, Potomac Fund Management, and Cetera Advisor Networks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Jack Corson is a financial advisor with Ameriprise Financial Services, LLC in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at HWJ Capital Partners II, LLC, Pride Rock Capital Management, and other firms in financial services and unrelated sectors. Outside of advising, he owns and operates Divergent Frequencies LLC, an event planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes tools and research to support asset allocation and Social Security decisions within a defined investment framework.

David Lynne is a financial advisor with Equitable Advisors in Land O Lakes, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor firm, AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Shareef Jarbawi is a financial advisor at LPL Financial with 3 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities and E*Trade Securities. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.