Robert Jamke is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Craig Federer is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2014. Federer serves as a board member and finance committee member for the Tampa Theatre, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erin Floyd is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked in both financial services and credit union sectors since 2018. In addition to her advisory role, Floyd is involved with Floridacentral Financial, where she manages client paperwork and administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory services.

Frank Welch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Cetera since 2018 and previously spent over a decade with SunTrust Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to both affiliated and third-party managers.

Mari Nesse Wyssbrod is a financial advisor with LPL Enterprise holding a Series 66 designation and 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC from 2002 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Aidan Santorsa is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by connecting them with tailored plans and processes to support their unique ambitions. His services include planning and funding for education, retirement lifestyle and healthcare cost coverage, and long-term family financial goals. Aidan's approach emphasizes simplicity and transparency in the investment process. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from West Virginia University. Aidan's professional philosophy centers on helping clients identify their personal priorities and creating strategies to pursue their financial objectives.

Karla Graber is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed 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, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

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 Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously held roles at David Moore Alliance LLC and PCT. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs both brokerage and advisory solutions and utilizes research from its own investment institute alongside third-party data to guide investment decisions.

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 43 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

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 at Morgan Stanley based in Tampa, FL, with 12 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at E*TRADE Securities LLC for several years prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market return estimates.