Dusten Rizzo is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 1997, following a year at Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Robert Tannenbaum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022 before joining Wells Fargo in 2022. Outside of advisory work, he is involved in several business ventures including ownership and management roles in equipment leasing, antique cars, and a restaurant investment partnership. 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 from the Wells Fargo Investment Institute.

Adem Tekmen is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC and Florida Financial Advisors, as well as experience in education and the automotive sector. Outside of finance, he is involved with Car Park LLC, an automotive and transportation business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized advisory and investment activities.

Mark Hershenson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He previously worked at Commonwealth Capital Securities Corp. for 18 years and spent brief periods at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and quantitative models, with a focus on advisory services rather than individual security recommendations.

Preston Tagaras is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial since 2016. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lon Hatton is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee in fiduciary activities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.

Aino Dalencour is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, Dalencour held positions at Career Source and Uber, and has experience in cyber security education at the University of South Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Hubert Whittaker is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Whittaker serves on the board of the Whittaker Family Foundation, a nonprofit focused on financial awareness and support for youth, and is involved with the Arena Football League Players Union. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs through its network of investment adviser representatives.

Alexandra Jara Martinez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with three years of industry experience. Her work history includes roles at Morgan Stanley since 2021 and prior experience at Regions Bank, Vans, and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning solutions.

Heather Hubbard is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has been with Cetera Investment Advisors LLC since 2014. Outside of her advisory work, she serves as president of Rest Eternal Mission Inc., a nonprofit organization, where she oversees board meetings and volunteer coordination. Cetera Investment Advisors LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services including discretionary and non-discretionary management, utilizing a multi-manager platform with access to affiliated and third-party managers.

Adam Abelson is a financial advisor with Morgan Stanley in Palm Harbor, Florida, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Abelson serves on the investment and finance committees at Ruth Eckerd Hall and leads the investment committee at Temple Ahavat Shalom. Morgan Stanley Wealth Management is a large institutional firm offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Jose Rodriguez is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He has recently transitioned into financial advising with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across the financial and technology sectors, including positions at Publicis Groupe and TD Ameritrade/Charles Schwab. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory services supported by firm-approved tools and a broad range of investment programs.

Ginger Snyder is a CFP®-credentialed financial advisor with Raymond James & Associates in Tampa, FL, bringing 41 years of industry experience. She has been with Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Jose Gonzalez is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in diverse roles including positions at The Cheesecake Factory and Applebee's. Outside of his advisory work, Gonzalez serves as Vice President of Gonzalez Daughter and Son Transport Inc., an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Theodore Pohl II is a CFP®-certified financial advisor with Morgan Stanley, bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including tailored planning and access to various investment products.

Seth Ravenna Jr. Jr. is a financial advisor with Morgan Stanley in Tampa, FL. He holds the Series 66 designation and has been with Morgan Stanley since 2025. Prior to this role, his background includes positions in technology and media firms, as well as experience at the University of Tampa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

S Mark Alton is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory role, he serves as Dean of Collaboration for the Purposeful Planning Institute and chairs the Synergy Summit, both professional organizations focused on advancing collaboration within the financial planning community. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that includes firm-approved tools and modeling techniques.

Lauren Dickerson is Vice President and Financial Consultant at Fidelity Investments. In this role, she partners with clients to develop customized financial plans tailored to their family's needs, building strong relationships to support their financial goals. Lauren has been with Fidelity Investments since 2011, progressing through several positions including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, and Retirement Relationship Manager before assuming her current role in 2017. Her experience encompasses a broad range of financial consulting and retirement planning services. No additional information on education, credentials, personal interests, or community involvement has been provided.

Kara Graves is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at S&P Global, Bloomberg LP, and Charles Schwab. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.