James Verbel is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked extensively at E*TRADE Securities and E*TRADE Capital Management from 2006 to 2020 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning using structured discovery processes and firm-approved tools.

Honor Rodgers is a financial advisor at Ameriprise Financial Services with eight years of industry experience. She previously worked at Raymond James & Associates and Alliance Commercial Group. Rodgers serves as a trustee for a family trust, a role she has held since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines in-depth research with tax-aware strategies.

Britni Temme is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and American Income Life Insurance. Prior to her financial services career, she worked at Blue Martini for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Brian Fuchs is a financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Charles Schwab, Facet Wealth, Fisher Investments, J.P. Morgan Securities, PNC Investments, and Wells Fargo Advisors. Outside of finance, he is the sole owner and managing member of Hammerhead Brands LLC, a content creation business associated with a former gaming YouTube channel and occasional personal video projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Manahan is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2013. He has been part of Fidelity Investments since 2007, progressing through various roles including Financial Consultant, Investments Consultant, and Investments Representative. Prior to joining Fidelity, he worked as a Loan Officer at Everbank Mortgage and as a Loan Underwriter at Allied Capital Mortgage. With 19 years of experience in the financial services industry, James focuses on forming trust-based relationships and delivering personalized client service. He aims to improve the financial positions of his clients and their families through his expertise and commitment. Outside of his professional work, James has interests in fitness, football, parenthood, traveling, and volunteering.

Braden Silverman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jennifer Miller is a financial advisor with Ameriprise in Odessa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory role, she serves on the Board of Directors for Genesis, acts as a member engagement specialist for a professional networking group, and coaches a nonprofit softball team. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Tillman is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with clients and their families, prioritizing their interests and leveraging cutting-edge technology with his Private Wealth Management team to help clients achieve their financial goals. Jeffrey has an extensive background in financial services, having held various positions including Vice President, Financial Consultant and Investments Representative at Fidelity Investments since 2013. Prior to that, he served as Assistant Vice President, Financial Advisor at Synovus Securities, Inc., Director of Fixed Income Sales at J W Korth, and held roles at Wells Fargo and Merrill Lynch in financial advisory and asset analysis capacities. Outside of his professional work, Jeffrey has interests in football, swimming, and tennis.

John Watt is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Scotlynn USA and Orthomax, as well as experience in the hospitality industry with Bounce House Social Eats and Bonefish Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced planning tools and the firm’s Global Investment Committee insights.

David Schur is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside his advisory role, Schur serves as an inspector for the Hillsborough County Supervisor of Elections and acts as treasurer for the Economic Club of Tampa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,700 advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Andrew Hereter is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and has experience in the restaurant and hospitality industry, including involvement with the Florida Cracker Fish Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Nathan Saladino is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation. He began his career in financial services in 2026 after working eight years at Assurant Solutions and seven years at Tampa General Hospital. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Brian Rolfe is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley in various capacities between 2002 and 2011. Outside of his primary role, he serves as treasurer of his local homeowners association and participates on the investment committee of the Benjamin Tower Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven portfolio management with a broad platform that includes brokerage and advisory solutions.

Ellery Willard Jr. is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Merrill for 12 years and currently manages the trust department for Hancock Whitney Bank. Willard is also involved with the AdventHealth Tampa Foundation finance committee and serves on the advisory council for the University of Tampa’s Sykes College of Business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Alexander Worrell is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2017, following a prior role at Thyssenkrupp Elevator. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies.

Thomas Kehoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Block Advisors by H&R Block and Avantax. In addition to his advisory work, he serves as an elder on the board of Generations Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies supported by affiliated and third-party managers.

Brenda Ehrke is a financial advisor at Edward Jones in Largo, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a partner in a shaved ice and dessert franchise called Vampire Penguin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Norman Raymer is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with OSAIC since 2018. His prior positions include roles at Signator Investors, Inc., Transamerica Financial Advisors, OneAmerica Securities, Inc., and New England Securities. Outside of his advisory work, he is the Secretary of the Trevi Homeowners Association, a nonprofit organization. OSAIC Wealth serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio management, supporting a variety of client strategies and third-party manager options.

Sarah Robinson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she partners with clients and their Wealth Management Advisors to deliver dedicated planning and service tailored to clients' needs. Sarah focuses on understanding what is important to her clients and their families, emphasizing the formation of strong relationships. She prioritizes maintaining open dialogue, trust, and reliability with those she serves.

Philip Buffery is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at Amundi Pioneer Institutional Asset Management, Cetera Advisor Networks, and Potomac Fund Management. He is based in Lutz, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.