Jackson Funke is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he served in the U.S. Army and attended Duke University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

John O'Rourke is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and various roles outside finance including catering and university positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jeremy Hall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various roles from 2009 to 2024. Outside of his advisory career, he is involved in managing residential real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions according to client goals and risk tolerance. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Jonathan Sagil is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Edelman Financial Engines since 2025, following a year at Fisher Investments. Prior to his finance career, he spent several years in the automotive and golf course industries. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment products.

Ryan Hughes is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 designation and bringing 36 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by both in-house and third-party resources.

Cynthia Graves is a financial advisor with Wells Fargo Clearing in Largo, FL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ava Camposano is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining J.P. Morgan, she worked at Charles Schwab and attended the University of Florida. She also has experience outside finance, having worked at Buddy Brew Coffee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

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.

Salvatore D'Alessandro is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Fifth Third Securities and Fifth Third Bank. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Natalie Cetrulo is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists clients with managing concentrated stock positions and navigating major transition events such as retirement, inheritance, or the sale of a business. Natalie also provides access to Bank of America Private Bank trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. She collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Natalie holds a Bachelor's Degree in Mathematics from Bucknell University and is a Personal Investment Advisor (PIA). Her client focus includes corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. She is actively involved in professional organizations such as Women's Exchange and NAWBO, serving as President of the Tampa Bay Chapter of Merrill's Women's Exchange and as Bank of America's Co-Ambassador for Greater Tampa Bay NAWBO. Originally from the Northeast, Natalie resides in Tampa where she enjoys spending time with her husband and walking their dog. Her personal interests include dancing, music, reading, watching movies, and practicing yoga. She emphasizes a financial planning process that centers on clients and their goals.

William Fitzgerald is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at John Graham and Associates, Inc. and Midwestern Securities Trading Company, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Graham Geis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his financial services career, he worked at Instacart from 2020 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Todd Griffith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Pritchard is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. Based in Tampa, FL, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, it combines institutional advisory operations with brokerage and investment management capabilities.

Reed Coughenour is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping young families in the Tampa Bay Area develop long-term plans for retirement, investing, and legacy. He partners with clients to build thoughtful strategies tailored to their financial goals. Reed focuses on areas including education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. As a Merrill Financial Advisor, he prioritizes understanding what matters to each client to guide them through investing, retirement planning, and preparing for unexpected financial needs. His approach involves ongoing advice and guidance as clients' needs evolve. He holds a Bachelor's Degree from the Montana State University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Reed enjoys cooking, football, golfing, and reading.

Ana Wagner is a financial advisor with OSAIC in Tampa, FL, holding Series 65 and Series 63 licenses and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Raymond James & Associates, and Raymond James Financial Services, Inc. for 11 years before joining OSAIC Wealth Inc. in 2026. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a variety of securities and investment vehicles, with both discretionary and non-discretionary account options.

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.

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.