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.

Mark Vernick is a CFP®-credentialed financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 2025 and previously operated Vernick Financial Planning for over 28 years. His career also includes three decades at Cadaret, Grant & Co., Inc. 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, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.

Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

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.

Nicholas Anderson is a Series 66 licensed financial advisor at Raymond James & Associates with no prior industry experience. His career background includes roles at L'Oreal USA, CFO Alliance, Inc., and several banking institutions. He is also engaged with Upwork in a concurrent capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Alberta McEuen is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1984 and has since developed extensive experience in areas including college education planning, legacy and estate planning, LGBT wealth planning, personal retirement and income planning, socially responsible and ESG investing, special needs planning, women and wealth, tax minimization, and managing new wealth. Alberta holds the CERTIFIED FINANCIAL PLANNER4 (CFP4) certification and the Personal Investment Advisor (PIA) designation. A graduate of Texas A&M University, Alberta has been recognized multiple times on Forbes' "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors" lists between 2019 and 2026. She has also served on several charitable boards in Pinellas County, including as a former President of the Resource Center for Women and involvement with the Lighthouse for the Visually Impaired. Outside of her professional activities, Alberta enjoys adventure sports, boating, hiking, horseback riding, traveling, and spending time with her family. Her approach to wealth management involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Brian Peterson is a CFP® professional affiliated with Raymond James Financial in Clearwater, FL, with 42 years of experience in the financial services industry. He has been with Raymond James Financial Services, Inc. since 1993 and owns Peterson Wealth Management since 2018. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and maintains a notable municipal advisor affiliation uncommon in large institutional advisors.

Jesse Cordoba is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research and its affiliates since 2022. Outside of his advisory role, he is involved in estate planning through Trinity Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jordan Fiori is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously with Equitable Advisors and Axa Advisors. Outside of advisory roles, Fiori is involved in food service and holds a vice president position in a networking organization. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Advisors and held various positions in the hospitality sector, including roles at Crescent Oaks Golf Club, Innisbrook Golf & Spa Resort, and Sandpearl Resort. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Emily Solis-Saracino is a Financial Consultant at Fidelity Investments, where she has been working since 2026. She has held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2019 to her current position. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Service Associate. In her role as a Financial Consultant, Emily partners with individuals and families to develop personalized financial plans that align with their goals, values, and life changes. She approaches financial complexity with a client-first, holistic methodology. Outside of her professional work, Emily enjoys comedy, attending concerts, exploring food, socializing with friends, and spending time with pets.

Dustin Benning is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 12 years of industry experience. His career includes several years at E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm‑approved methodologies.

Gianmarco Barone is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James, Revature, Regions Bank, ServPro, and State College of Florida. He is also a partner in Golden Egg Customs LLC, a business involved in inventory management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Susan Griffith is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Clearing. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 in 2024, he worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed his 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 variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jill Matthews is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2011, following a career at Raymond James Financial Services Inc. starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

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.