Jake Fuoco is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UBS and Principal Securities, Inc., as well as experience in the hospitality sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and models.

Misty Davis is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she owns Misty’s Miles Travel Consulting, LLC, a travel consulting business where she helps clients find travel deals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Cassandra Rigney is a financial advisor with Primerica Advisors in Land O Lakes, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked in various roles including at Turo and the USA Census Bureau. Outside of her advisory work, she also drives for Lyft on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure.

Gregory Egan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he has ownership interests in Egan Heitler, LLC and Egan Development Company, Inc., which support his financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and delivers tailored recommendations using Wells Fargo’s research and planning tools.

Nicholas Vizzi is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Carruba is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed, Inc., Carruba Quealy & Associates, and Silent Partners Technology, where he was also a business owner. Outside of his advisory work, he has owned an insurance business and maintained involvement in investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers advisory and brokerage services supported by a broad range of investment options and operational tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Luis Ruah is a Series 66-registered financial advisor with Morgan Stanley in Tampa, FL. He joined the firm in 2025 and has prior work experience at Kuehne-Nagel Inc and the University of Central Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate comprehensive financial modeling and planning strategies.

Noah Collum is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Group, Redwood Investment Management, and Fullerton Financial Planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Katie Robertson is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Starbucks Coffee Company and the Walt Disney Company. Outside of her advisory work, she owns Mile 49 Media, a photography and videography business. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning programs.

April Bronson is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James and Associates, Signator Investors, Inc., and Full Circle Financial. Outside of her advisory role, she owns and operates Bronson's Crafts N Such, where she creates and sells hand-painted wood items. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and allows advisors to implement discretionary strategies or select third-party managers.

Eileen Thompson is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 1995. Outside of her primary role, she serves as a power of attorney for a non-investment-related entity in Green Cove Springs, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Pinholster is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

George Keim is a CFP® certificant with over 33 years of experience in the financial industry. He has been with Raymond James Financial since 2006 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an associate at Hirschberger Financial Services, where he provides financial planning services including tax and estate planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs and other providers.

Brett Breen is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He worked at VALIC Financial Advisors for 14 years before joining Ameriprise in 2022. Outside of his advisory role, he has involvement in single-family real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Keitel is a financial advisor at Cetera with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Kevin Donoghue is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, Donoghue serves on several boards including the Dunedin Fine Art Center and the Morton Plant Mease Health Care Foundation, and he is chairman of the Pinellas Health Facilities Authority. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jessica Whitton is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a co-owner of several family rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Raymond Mckenney is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He has been assisting clients with financial decisions since 2010 and joined Merrill in 2018. Raymond holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. He also maintains Series 6, 7, 63, and 66 registrations with the Financial Industry Regulatory Authority (FINRA). Raymond works with individuals, families, and business owners to develop tailored strategies that support their financial goals and long-term vision. His areas of focus include retirement income planning, wealth management, estate planning strategies, legacy planning, liquidity management, and personal retirement planning. He aims to simplify complex financial decisions and collaborates with tax and legal professionals to provide a cohesive planning experience. He attended the University of South Florida - Saint Petersburg, though no degree was conferred. Outside of work, Raymond enjoys traveling, attending sporting events, fishing, boating, baseball, golfing, and spending time with his family. He lives in St. Petersburg, Florida, with his wife, Erica, and their two children, and is actively involved in youth coaching and mentoring within his community.

Jean Pierre Di Vito is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management strategies tailored to individual client needs, including wealth transfer and allocation, retirement and estate planning services, banking, and concentrated stock risk management. Jean Pierre and his team draw upon over 55 years of combined industry experience to serve clients with customized, integrated approaches. He holds a Bachelor's Degree from LaSalle University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His team stays current with market strategies, trends, regulations, and tax laws to develop innovative financial plans aligned with clients' long-term goals. Jean Pierre is involved in several professional organizations such as the All Children's Foundation, Florida Orchestra, Keep Tampa Bay Beautiful, La Salle University Alumni, National Audubon Society, and St Petersburg Opera. He also contributes to the community as a volunteer with the American Red Cross and Habitat for Humanity.

Alexis Reyes is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Merrill, Reyes worked at Bank of America, E*TRADE Securities, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, TD Bank, and Capital Communication Federal Credit Union. Outside of advisory roles, Reyes is a general partner and managing member of La Liga Sports Agency LLC, which focuses on developing and supporting underprivileged youth and young adult sports athletes through skill development, training academies, community leagues, and player representation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.