Brandon Barrett is a Financial Advisor at Merrill Lynch Wealth Management and a partner of the Hughes Thiel and Associates Team. He specializes in providing personalized wealth management strategies for business owners and families. Brandon focuses on creating tailored financial plans that align with individual goals, whether related to retirement, business planning, investment management, or estate planning services. His areas of expertise include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Individual and Corporate Investment Strategy. Brandon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Outside of his professional work, Brandon enjoys baseball, basketball, fishing, golfing, pickleball, and spending time with his family. He emphasizes understanding clients' priorities to develop collaborative and personalized financial strategies.

Ronald Robertson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-driven investment approach. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Kyle Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at BlackRock Investments and Electric AI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jean Paul Clark is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Franklin Clark Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with Securities America, Inc. and Investacorp Advisory Services, Inc. In addition to his advisory role, he operates a tax preparation and accounting services business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Jeffrey Evans is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, he serves as Treasurer for the Largo Lions Foundation, a nonprofit focused on eye site conservation, disaster relief, and community outreach. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kaleigh Hicks is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. She has held roles at several firms, including Morgan Stanley and E*TRADE Securities LLC. Hicks is also an associate at CN Wealth Management/Keybridge Wealth Management in Clearwater, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a variety of advisory programs and institutional consulting services.

Jared Kohn is a financial advisor at Edward Jones in Lutz, FL, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience, all with Edward Jones since 2015. He serves as a member at large for Congregation Beth Am in Tampa, facilitating community and outreach events, and also performs wedding ceremonies as a Notary Public. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Kari Neller is a financial advisor at Edelman Financial Engines with 15 years of industry experience and holds a Series 65 designation. Prior to joining Edelman Financial Engines in 2026, she worked at Independent Financial Partners and LPL Financial, among other firms. Outside of her advisory work, she is also a licensed realtor assisting buyers and sellers with real estate transactions through Premiere Property Solutions. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Nicholas Macaluso is a financial advisor with Edward Jones in Clearwater, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes a fiduciary standard in its advisory services.

Isramil Pichardo is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2011 and has worked at Primerica Financial Services since 2005. In addition to his advisory role, he owns The Purpose Group, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, with discretionary separately managed account options and custodial support from Pershing.

Melanie Morrow is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to co-create and implement financial plans tailored to their individual needs and preferences. She works with her team to help clients navigate their financial plans through retirement and life changes. Melanie's professional experience includes various positions at Fidelity Investments, starting as a Financial Representative in 2019, progressing to Relationship Manager in 2020, Investment Consultant in 2023, and currently serving as a Financial Consultant since 2025. Prior to joining Fidelity, she worked as a Financial Advisor and participated in the Advisor Mastery Program at Raymond James from 2018 to 2019.

Louis Tagliaferro is a financial advisor with Osaic Wealth, Inc. based in Safety Harbor, Florida. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including 23 years with American Portfolios Financial Services. He occasionally sells life, long-term care, and disability insurance in conjunction with his financial advisory services. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to institutional clients such as pension plans and corporations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct portfolios that include a variety of asset types, managed on discretionary or non-discretionary bases.

Brandt Zimmerly is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of his advisory role, he owns Zimmerly and Associates, LLC, which operates for Primerica business purposes, and is involved with Team HSTL, a non-investment-related venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while using Pershing and Primerica Brokerage Services for custody and trade execution.

Deidre Fernald is a CFP®-certified financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. Her prior roles include positions at Citigroup Global Markets, Lincoln Investment, and Capital Analysts. Fernald serves as a board member for a networking organization and is a partner in a non-investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including discretionary and non-discretionary portfolio management, proprietary models, and access to third-party strategists.

Isaac Voltoline is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Schwab, he worked at the City of St. Petersburg and Haddad Dealerships, and has been involved with ModernTetra since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios, alongside custody and brokerage services.

Taylor Mc Dermott is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory duties, Mc Dermott serves as a trustee for an irrevocable family trust and manages his own S-Corp, handling both financial planning and operational responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and maintains specialized advisory programs, including municipal and SIMPLE IRA consulting services.

Todd Basler is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with PFS Investments Inc. since 1994 and with Primerica Financial Services since 1993. Basler is also involved in several business ventures, including ownership of Basler Group LLC, a Primerica-affiliated investment entity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of advisors.

Trae Vaillant is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at PFS Investments Inc. and Gartner, alongside over a decade with Primerica Financial Services. Outside of advisory work, he owns Destiny Financial and Destiny Family Group, LLC, a health insurance sales business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Bradley Kirchner is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2022, he worked extensively with Synovus Bank and Synovus Securities, and he spent 11 years at Fifth Third Securities. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.