Ian Harrison is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Clement Thompson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Popular Community Bank and has been with Merrill since 2017, currently also associated with Bank of America. Outside of his advisory role, he owns a business that sells memorabilia and collectibles via online marketplaces. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Kathleen Talboom is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. She has been affiliated with Cambridge Investment Research entities since 1999 and currently serves as president of Essentia Financial, Inc. She is also a board member of the First Church of Christ Scientists in Clearwater, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management strategies and institutional features.

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.

Brandon Barrett is a Financial Advisor at Merrill Lynch Wealth Management and a partner of the Hughes Thiel and Associates Team. He specializes in providing personalized wealth management strategies for business owners and families. Brandon focuses on creating tailored financial plans that align with individual goals, whether related to retirement, business planning, investment management, or estate planning services. His areas of expertise include Divorce Transition Planning, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Individual and Corporate Investment Strategy. Brandon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Outside of his professional work, Brandon enjoys baseball, basketball, fishing, golfing, pickleball, and spending time with his family. He emphasizes understanding clients' priorities to develop collaborative and personalized financial strategies.

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.

Kevin Smith is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including First Allied Advisory Services and Cetera in various capacities since 1998. In addition to his advisory role, he owns Pathway Associates Inc., a tax preparation and accounting business, and is president of Smith Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.

Michael Bloss is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential-affiliated firms for over a decade. Outside of his advisory role, he owns a business involved in buying and selling sports cards. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jean Paul Clark is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Tess Zigo is a CFP® certificant with 11 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at Valerie Janke and the Financial Planning Association of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.

Jeffrey Evans is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, he serves as Treasurer for the Largo Lions Foundation, a nonprofit focused on eye site conservation, disaster relief, and community outreach. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kaleigh Hicks is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. She has held roles at several firms, including Morgan Stanley and E*TRADE Securities LLC. Hicks is also an associate at CN Wealth Management/Keybridge Wealth Management in Clearwater, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a variety of advisory programs and institutional consulting services.