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.

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.

Brian Rolfe is a CFP® professional with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. Outside of his advisory work, he serves as treasurer for a homeowners association and participates on the investment committee of the Benjamin Tower Foundation. 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 combines research and analytics with a diverse range of financial offerings, operating at a large scale with over $670 billion in assets under management.

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.

Sennua Holiday-Lawson is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Relationship Manager, Planning Consultant, and Investment Consultant. Her professional focus is on helping individuals develop and maintain financial plans that align with their financial goals, risk tolerance, and time horizons. Sennua takes a client-centered approach, aiming to build relationships based on a comprehensive understanding of each client's unique needs and aspirations. Outside of her professional work, she has interests in comedy, fitness, football, golf, music, and traveling.

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 and its predecessor, AxA Advisors, since 2013. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Shareef Jarbawi is a financial advisor with LPL Financial in Port Richey, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Suncoast Credit Union, E*Trade Securities, J.P. Morgan Securities, First Republic Bank, and Wells Fargo Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Fultz is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has held roles at Ameriprise Financial Services, LLC, Bankers Life, and Triad Financial Services, and previously worked at Troy University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Easley is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate and review retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Rettig is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Rettig is co-CEO of Vision Set LLC, a business involved in administration and management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice through a centralized consulting team.

Michael Kindt is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He worked at Cbiz Mhm, LLC prior to joining Morgan Stanley in 2017. Kindt serves on the boards of several nonprofit organizations, including Charity Works, Inc. and the Homeless Empowerment Program, where he provides financial advice and holds the position of treasurer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage channels.