Philip Posillipo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held positions at NJOY and WB Mason. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that include tailored strategies supported by structured planning tools and investment modeling.

Tyler Lank is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2022. Prior to his financial services career, he held positions at several hospitality and retail businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers various specialized planning programs.

Tatiana Purdy is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and previously worked at E*TRADE Securities and Invest Financial Corporation. Outside of her advisory role, Tatiana is a certified travel agent and owner of Dream Travel. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Danielle Eime is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing Services LLC since 2017. She previously worked at David Moore Alliance LLC for one year. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christian Cranford is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., KPMG LLC, and the United States Navy, where he served for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Logan Fleming is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to his current role, he worked for the School District of Manatee County and was involved with Two Docks Shellfish. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies.

Michael Wills is a financial advisor at Ameriprise Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Roslyn Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She is based in Tampa, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, leveraging research and analytics to support diversified portfolio strategies.

Fabio Mugnaini is a financial advisor with OSAIC who holds a Series 66 designation and has seven years of industry experience. His past roles include positions at Royal Alliance Associates, Transamerica Capital, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo, and Achieva Credit Union. He is also involved with Tata Consultancy Services, providing back office operations support for Transamerica’s variable product business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party resources to construct diversified portfolios across asset classes.

Dylan Alagood is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Polley Wealth Management and LSQ Funding Group, as well as other positions outside the financial sector. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Chris Castro is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation among other firms. Castro’s background includes multiple self-employed engagements prior to joining Osaic in 2026. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing a variety of asset-allocation tools and portfolio management options.

Robert Wise is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He has held roles at Wells Fargo Advisors, LLC, and Wells Fargo Clearing since 2016. He holds the Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dustin Benning is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for several years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved planning tools and modeled outcomes from the Global Investment Committee.

Devyn Bachi is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Bachi worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed education at the University of Florida. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jacob Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the owner of SITREP Financial LLC, which provides financial planning and brokerage services, and he is also licensed to sell fixed insurance products to retail clients. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Douglas Canna is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. He has worked at LPL Financial since 2009 and founded Canna Investment Management, Inc., where he has been active since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies through a large network of advisors and combines advisory services with various non-advisory financial products and institutional partnerships.

James Ryan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he was involved with Kalamazoo Olive Company LLC for a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes a structured financial planning process that uses firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Mark Hofle is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Michael Sarafian is a CFP® professional affiliated with LPL Financial in Tampa, FL, with eight years of industry experience. His prior roles include positions at Morgan Stanley and Lincoln Investment. Outside of his advisory work, he is the owner of Sunshine Thrift Supply, LLC, a non-investment business based in Largo, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad selection of strategic and tactical investment options.