Taylor Pierce is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor worked as a Planning Consultant and Investment Consultant at Fidelity Investments from 2021 to 2024. Taylor has also held roles at Raymond James Financial as Vice President, Senior Asset Management Consultant from 2018 to 2020 and Assistant Vice President, Portfolio Specialist from 2017 to 2018. Earlier in their career, Taylor worked at Carillon Tower Advisors in various capacities from 2013 to 2017. Taylor approaches financial consulting with a focus on collaborative planning to align financial plans with clients' risk tolerance, time horizon, and investment selection. Taylor holds insurance licenses in Arkansas and California. Outside of work, Taylor has interests in food, football, golf, parenthood, pets, and traveling.

Paul Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2024. Elliott is also the owner of Iron Rock Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Quattrochi is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Securities America Advisors. Quattrochi serves as a community advisory council member for HCA Florida Trinity Hospital and is involved in managing multiple financial planning and wealth advisory enterprises, including a scholarship program for higher education. OSAIC serves retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Tj Belcher is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C. and TD Ameritrade Inc. Outside of his advisory role, he is a sole proprietor involved in rental property ownership. 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, and manages approximately $2.74 trillion in client assets.

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.

Michael Rosen is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo since 2009, including its clearing and advisory divisions. Outside of his advisory role, Rosen serves in leadership positions on multiple local condominium and homeowners association boards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from the Wells Fargo Investment Institute alongside external data to guide investment decisions.

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.

Michael Bloss is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns a sports cards business focused on buying and selling sports memorabilia. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.

John Petika is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he operates a sole proprietorship breeding thoroughbred horses for racing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Junior Charley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at JP Morgan & Chase for three years and has held various roles including at the University of South Florida and Hays. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and structured processes.

Marco Giglio is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Metlife Securities Inc from 2009 to 2017 and has been with MassMutual Life Insurance Co since 2016. In addition to his advisory role, he is a licensed insurance agent focusing on life, fixed annuities, long-term care, and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and tools, along with various investment and planning programs.

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.

Robert Coloret is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2018. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

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.

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.

Melvin Nnabuife is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Northwestern Mutual, and Eckman Wealth Management. Melvin is the owner of Afro Elite Enterprise LLC, a community engagement organization that supports minority businesses and promotes African culture through event organization. He is also the founder of ApexVisionary Consulting, providing small business consulting services. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and economic scenario modeling.

Chelsea Lopes is an Investment Consultant currently working at Fidelity Investments since 2025. She previously served as a Private Wealth Advisor at Kingsbury Financial Advisors from 2022 to 2024. Chelsea's professional focus involves guiding individuals and families through key financial decisions, including building wealth, retirement planning, and navigating life transitions. Chelsea is committed to serving as a trusted partner to her clients, helping them uncover personal financial strategies. Outside of her professional role, she has interests in art, the beach, fitness, gardening, museums, and writing.