Kevin Riscassi is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 registrations and one year of industry experience. His prior work includes roles at Grimaldi's Pizzeria and Conch House Marina. He is also involved in sales of non-investment related products such as home security and automation services through Primerica affiliates. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kenneth Vaughn is a financial advisor at Morgan Stanley in Tampa, FL, with credentials including Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Nineteen61 and Ecoshield, along with prior positions in education at Florida State University and George Jenkins High School. 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 tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brian Rowland is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 66 designations and having 16 years of industry experience. He has been with Edward Jones since 2014 and previously worked at Citigroup Global Markets for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachry Marshall is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities for nearly a decade. In addition to his advisory role, he is an independent insurance agent and president of 813 Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options and combines proprietary strategies with access to third-party managers to tailor investment approaches.

Attila Szalay is a financial advisor at Wells Fargo Advisors in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing and several other firms, and he has experience in both education and the food service industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Patrick Kucinskas is a financial advisor with Merrill in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. Kucinskas has worked at Merrill Lynch, Pierce, Fenner & Smith since 2016. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Debra Summerlin is a financial advisor at Merrill with 28 years of industry experience and holds a Series 63 designation. She has been with Merrill since 1990, totaling 36 years at the firm. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Wetzork Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional accounts, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Gerald Reid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Primerica Financial Services since 1991 and is also associated with PFS Investments Inc and EHR Financial Group. Outside of advisory roles, he is a managing member of RVP Training Center LLC and owns Gerald Reid & Assoc., Inc., an investment-related business. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trade execution to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Morgan Jones is a Series 66–licensed financial advisor with Morgan Stanley in Tampa, FL, where he has worked since 2025. Prior to his advisory role, Jones held various positions including roles at The University of Tampa and Schulte Hospitality. Outside of financial services, he is employed as a waitress at Hotel Tampa Riverwalk, a restaurant and nightclub in Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.

Fabienne Bagwandeen is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at E*Trade Securities and several educational organizations such as Charter Schools USA and the Pasco County School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Sharon Flaspohler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following 15 years at Invest Financial Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Krug is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Morgan Stanley and Florida Financial Advisors and has a background in education, including a role as an SAT prep instructor and mathematics tutor. Outside of advising, he has been involved with WyzAnt as an employee focused on education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Kimberly Piercey is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2013, with a prior tenure at the firm from 2008 to 2010. Outside of her advisory role, she serves as a co-guardian advocate for a family member and is a notary public in Zephyrhills, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven approaches grounded in diversification and modern portfolio theory.

Darrell Hawkins is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Bank of America. Hawkins is currently based in Tampa, 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ware is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate recommendations, primarily for clients with assets in Ameriprise Managed Accounts.

Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Aiello is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 16 years of experience with Merrill since 2010. He has nine years of industry experience. 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 its internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leon Montgomery III is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 credential and three years of industry experience. He has prior work experience at The Bank of Tampa and served as a client service associate in a financial institution role. Montgomery’s background also includes roles outside finance, such as positions at Carrollwood Gold and Country Club and the University of South Florida. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives who implement a variety of investment strategies.