Dushan Borota is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Thomas Cardoso Jr. is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and USAA-affiliated firms. Outside of finance, he is co-owner of Howie Mac Photo LLC, a photography business offering personal and family sessions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management with integrated brokerage and custody services.

Lillian Cucuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has been associated with Primerica since 1986. Outside of her advisory role, she is involved with HIS Creations, LLC in Land O Lakes, FL. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and maintains approximately $15.5 billion in assets under management through a large network of financial advisors.

Kevin Colosimo is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2012, including an eight-year tenure at Charles Schwab Bank Ssb, and spent one year at TD Ameritrade. Charles Schwab & Co., Inc. serves mostly 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

Danielle Deehl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she currently serves as a primary point of contact for client service needs and inquiries. In this role, she focuses on providing clients and their families with a high level of service aimed at simplifying and easing their financial interactions. She has been with Fidelity Investments since 2021, progressing through several roles including Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before assuming her current position in 2026. Prior to joining Fidelity, Danielle worked as a Financial Advisor Assistant at LPF Financial Advisors from 2018 to 2021. Outside of her professional responsibilities, Danielle engages in activities such as biking, family activities, parenthood, reading, and swimming.

Jerry Reimer is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, delivered either as a one-time or ongoing engagement, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Russell Diamond is a CFP® with 16 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for five years. He is also involved with Platinum Financial Group, where he conducts investment advisory, securities, and insurance business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

John Saigh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience in various industries such as logistics, hospitality, and manufacturing, with roles at companies including Uber and Endress & Hauser Inc. He has also been involved with several food and beverage businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Michael Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. He previously worked at Invest Financial Corp. and Transamerica Financial Advisors, with nearly a decade at each firm. Outside of advisory services, he is also an insurance agent specializing in permanent life, term life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including access to model portfolios, third-party asset managers, and institutional platforms.

Ian Harrison is a financial advisor at Morgan Stanley in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

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 a Series 66 designation and has 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 financial planning and client services through partnerships under the Cornerstone Wealth brand. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

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. His prior experience includes a position at Prudential Equity Group, LLC. Outside of his advisory role, Rosen serves on several local homeowners association boards in Tampa, including roles as treasurer and vice president. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm uses research and analytics to guide investment selection, offering both brokerage and advisory solutions.

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.

John Petika is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he is involved in breeding and racing thoroughbred horses as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

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.