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 with 33 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. for 30 years. Vernick has also operated Vernick Financial Planning since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and access to diverse research and model portfolios.

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.

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.

Carole Rainey is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. In addition to her advisory role, she operates a tax preparation service providing federal and state tax returns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools for portfolio construction across a range of asset types and supports both discretionary and non-discretionary account management.

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 has been with Merrill Lynch since 1984 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded through the Certified Financial Planner Board of Standards, Inc. Alberta graduated with a Bachelor's Degree from Texas A&M University. Her professional expertise encompasses a broad range of financial planning areas, including college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible investing, tax minimization, retirement income strategies, special needs planning, and women and wealth. Alberta's experience and knowledge have been recognized through multiple listings on Forbes' "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors" lists. Alberta has actively participated in community service, serving on charitable boards in Pinellas County, including the Lighthouse for the Visually Impaired, and as a former President of the Resource Center for Women. Outside of her professional and community involvement, she pursues interests such as adventure sports, boating, hiking, horseback riding, traveling, and spending time with her family.

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.

Brian Peterson is a CFP® professional with 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1993 and operates Peterson Wealth Management as an owner and principal. Peterson is based in Clearwater, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 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.

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 at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Morgan Stanley and Wells Fargo Clearing. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized municipal and public-finance services.

Devyn Bachi is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, Devyn worked at Gerson Lehrman Group and Sellars, Marion & Bachi, P.A., and completed education at the University of Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Thompson is a Certified Financial Planner® at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors for Fourth Street Condominiums and has involvement in a family-operated Smoothie King franchise. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.