Tablo Wright is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016, as well as Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

John Kern Jr. is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, PwC, and Core Avionics. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Jeffrey Parks is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Synovus bank and Synovus Securities, as well as SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Jacqueline Jenkins is a financial advisor with LPL Financial, holding a Series 65 credential and bringing 13 years of industry experience. She previously worked at First Command Advisory Services, First Command Insurance Services, Inc., and First Command Financial Planning, Inc., each for approximately eight to nine years. She is co-owner of J D Investments Of Tampa Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management options supported by proprietary and third-party research.

Michelle Ferlita is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Brimmer, Burek & Keelan, LLP. Prior to her advisory career, she was involved in education and tutoring, including roles at Mercer University and The Homework Spot at Disciplined Minds Tutoring. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management strategies.

Rebecca Leary is a financial advisor at Morgan Stanley in Tampa, FL, with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following a two-year tenure at Invest Financial Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Reginald Simmons is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera and its related entities since 2020, with prior experience at Kestra Investment Services and Provise Management Group. Simmons is based in Tampa, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment program options and affiliated third-party resources.

Grant Sparks II is a financial advisor at Edelman Financial Engines with nine years of industry experience. He has previously worked at Fisher Investments, Bank of America, Merrill, and Tom James Company. Sparks holds the Series 66 designation and is based in Tampa, FL. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and long-term investment approaches across a range of account types.

Marc Seaverson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Terry Nixson is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Moody Securities, IMG Financial Group, Securian Financial Services, and Minnesota Life Insurance Company prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with distinctive enrollment criteria and a managed account investment universe influenced by affiliated product offerings.

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.

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.

Sean Farrell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2017, following a one-year tenure at Ameriprise Financial Services. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

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.

Stephen Echevarria is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at West Marine and held various positions including roles in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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.

Lorenzo Martinez is a financial advisor with Fidelity in Tampa, FL, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Fidelity Binvestments, PFS Investments Inc., and Primerica Financial Services, among others. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Darby Duncan is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in simplifying clients' financial lives through advice-based investment and planning guidance. He leverages over 18 years of prior banking experience to provide a unique perspective on managing both sides of a client's balance sheet, aiming to meet long-term financial goals. His expertise encompasses asset management, financial planning, and liability management, including access to securities-based lending, residential and commercial financing, and ultra-high-net-worth custom and structured lending through Bank of America. Darby attended the University of Florida and Auburn University, earning a Bachelor of Science degree in Finance from Auburn. Born and raised in Tampa Bay, he returned to the area following graduation to build his career. He has a Personal Investment Advisor designation and has been involved with Bank of America since 1997, serving in various roles including Premier Banking, branch management, and wealth management banking leadership. Darby is involved in the community through his role on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, a cause personally significant to him as a parent of a child with type one diabetes. He lives in Tampa with his wife, Dianne, and has two adult children who have both returned to Tampa after graduating from Auburn University.

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.