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 at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Investacorp, and Securities America Advisors. Outside of his advisory role, he owns and operates a tax preparation and accounting service that prepares personal and simple corporate tax returns. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs model-based asset allocation and portfolio optimization supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Robert Coloret is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Morgan Stanley in various roles since 1996. His current tenure at Ameriprise began in 2018, following earlier periods at the firm and at Morgan Stanley Private Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Frank Manzo is a Series 66-licensed financial advisor at Cetera with six years of industry experience. His career includes roles at JP Morgan Chase Bank, Merrill, and Regions Bank, among others. Manzo’s background also includes work in automotive sales prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a large nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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 at Osaic with 43 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services for 23 years. In addition to his advisory role, he occasionally sells life, long-term care, and disability insurance as part of his financial services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory programs with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

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 firms including Fisher Investments and Northwestern Mutual. Outside of advising, Melvin is the owner of Afro Elite Enterprise LLC, a community engagement organization focused on supporting minority businesses and promoting African culture through event curation and oversight. He is also the founder of ApexVisionary Consulting, a small business consulting firm. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through a structured process supported by firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include comprehensive financial planning and diverse investment solutions.

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.

Taylor Mc Dermott is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following five years at Wells Fargo Clearing. Outside of his advisory role, Mc Dermott serves as a trustee for a family irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports advisory programs across a large network, with specialized services that include municipal and public-finance advisory work.

Todd Basler is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with PFS Investments Inc. since 1994 and with Primerica Financial Services since 1993. Basler is also involved in several business ventures, including ownership of Basler Group LLC, a Primerica-affiliated investment entity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of advisors.

Trae Vaillant is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with PFS Investments Inc. since 2017 and previously worked at Gartner from 2016 to 2021. Outside of his advisory role, he is involved in health insurance sales through Destiny Family Group, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Blake Heyer is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Kappa Alpha Theta and Wolf Hospitality. He attended Florida State University and has experience in athletic club and educational environments. Morgan Stanley Wealth Management provides financial planning and investment advisory services to individuals and institutional clients. The firm employs a structured planning process using advanced modeling tools and manages approximately $2.74 trillion in client assets.

Aidan Shaw is a financial advisor with Morgan Stanley in Tampa, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Instacart and Florida Financial Advisors and spent several years in full-time education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Cindy Capezzuti is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2019 before joining Ameriprise Financial Services, Inc., and later Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Patrick Griffith is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill and Bank of America. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Anthony Sanville Jr. is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work background includes positions at Claremont Savings Bank and various roles in education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models to support its advisory services while offering a broad range of investment products and institutional solutions.

Francesca Loeffler is Vice President and Branch Leader at Fidelity Investments. In her role, she leads and inspires a team of advisers to deliver a client-centered experience, focusing on personalized and holistic financial planning to help clients achieve their goals. She has held multiple roles at Fidelity Investments since 2016, including Financial Representative, Relationship Manager, Senior Relationship Manager, and Branch Leader before assuming her current position in 2026. Her progression within the company reflects her experience in financial advisory and branch management. Outside of her professional responsibilities, Francesca has interests that include beach activities, football, pets, pilates, traveling, and yoga.