Nicholas Vizzi is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in owning single-family real estate properties. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary, customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Carruba is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed, Inc., Carruba Quealy & Associates, and Silent Partners Technology, where he was also a business owner. Outside of his advisory work, he has owned an insurance business and maintained involvement in investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers advisory and brokerage services supported by a broad range of investment options and operational tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Luis Ruah is a Series 66-registered financial advisor with Morgan Stanley in Tampa, FL. He joined the firm in 2025 and has prior work experience at Kuehne-Nagel Inc and the University of Central Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 offers services that incorporate comprehensive financial modeling and planning strategies.

Noah Collum is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Group, Redwood Investment Management, and Fullerton Financial Planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Katie Robertson is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Starbucks Coffee Company and the Walt Disney Company. Outside of her advisory work, she owns Mile 49 Media, a photography and videography business. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning programs.

April Bronson is a Series 66 licensed financial advisor with 16 years of industry experience. She currently works at OSAIC and has held prior roles at Raymond James and Associates, Signator Investors, Inc., and Full Circle Financial. Outside of her advisory work, she is the owner and proprietor of Bronson's Crafts N Such, where she creates and sells hand-painted wood items. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and diverse advisory platforms. The firm provides integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party money managers to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Eileen Thompson is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 1995. Outside of her primary role, she serves as a power of attorney for a non-investment-related entity in Green Cove Springs, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Pinholster is a financial advisor with Charles Schwab in Clearwater, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at various Charles Schwab entities since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts via an integrated platform.

George Keim is a CFP® certificant with over 33 years of experience in the financial industry. He has been with Raymond James Financial since 2006 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an associate at Hirschberger Financial Services, where he provides financial planning services including tax and estate planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs and other providers.

Brett Breen is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He worked at VALIC Financial Advisors for 14 years before joining Ameriprise in 2022. Outside of his advisory role, he has involvement in single-family real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Donoghue is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, Donoghue serves on several boards including the Dunedin Fine Art Center and the Morton Plant Mease Health Care Foundation, and he is chairman of the Pinellas Health Facilities Authority. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jessica Whitton is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a co-owner of several family rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Raymond Mckenney is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He has been assisting clients with financial decisions since 2010 and joined Merrill in 2018. Raymond holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. He also maintains Series 6, 7, 63, and 66 registrations with the Financial Industry Regulatory Authority (FINRA). Raymond works with individuals, families, and business owners to develop tailored strategies that support their financial goals and long-term vision. His areas of focus include retirement income planning, wealth management, estate planning strategies, legacy planning, liquidity management, and personal retirement planning. He aims to simplify complex financial decisions and collaborates with tax and legal professionals to provide a cohesive planning experience. He attended the University of South Florida - Saint Petersburg, though no degree was conferred. Outside of work, Raymond enjoys traveling, attending sporting events, fishing, boating, baseball, golfing, and spending time with his family. He lives in St. Petersburg, Florida, with his wife, Erica, and their two children, and is actively involved in youth coaching and mentoring within his community.

Jean Pierre Di Vito is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies that align with their long-term goals. His approach emphasizes understanding each client's unique financial situation to create investment plans flexible enough to adapt to changing market conditions. Jean Pierre and his team bring extensive experience in wealth management strategies, wealth transfer and allocation, retirement and estate planning services, banking, and concentrated stock risk management. They stay informed on new strategies, market trends, regulations, tax laws, and market conditions to provide innovative ideas and tailored solutions. The team collectively holds over 55 years of industry experience, ensuring dedicated attention and service for clients with significant wealth. He holds a Bachelor's degree from LaSalle University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jean Pierre is involved in several professional organizations such as All Children's Foundation, Florida Orchestra, Keep Tampa Bay Beautiful, La Salle University Alumni, National Audubon Society, and St Petersburg Opera. Additionally, he contributes to the community through volunteer work with the American Red Cross and Habitat for Humanity.

Jodi Perez is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. She has 40 years of industry experience and has held roles at multiple financial firms since 2012. Perez is also a partner in Holliday/Perez, LLC, which owns the office building where her practice is located. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with specialized municipal and public finance services.

Alexis Reyes is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Merrill, Reyes worked at Bank of America, E*TRADE Securities, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, TD Bank, and Capital Communication Federal Credit Union. Outside of advisory roles, Reyes is a general partner and managing member of La Liga Sports Agency LLC, which focuses on developing and supporting underprivileged youth and young adult sports athletes through skill development, training academies, community leagues, and player representation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Thomas is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at The Vanguard Group, Inc. and Morgan Stanley. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of advanced technologies such as AI in its research.

Sean Devine is a financial advisor at Osaic Wealth Inc. with over six years of experience in the financial services industry. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Morgan Stanley, and Wells Fargo. Osaic Wealth Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios across various investment types for both discretionary and non-discretionary accounts.

Justin Curry is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he is involved with RCX Sports, which organizes sports camps and nonprofit events. 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, including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Thomas Kelly is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Capital Group - American Funds Distributors, Jackson National Life, and Allstate. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.