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.

Jackson Funke is a financial advisor with J.P. Morgan Securities in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan, he served in the US Army for four years and studied at Duke University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

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.

Zehra Candler is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at USAA Financial Advisors and Watson Capital Management. She is also involved with Candler Wealth Management, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform. The firm offers diverse financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ryan Hughes is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following eight years at Invest Financial Corporation. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Cynthia Graves is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Wells Fargo Clearing during two periods totaling over 20 years and has one year of experience with Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Ava Camposano is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at JPMORGAN Chase Bank and Charles Schwab, as well as experience at the University of Florida. She also has experience working outside finance, including at Buddy Brew Coffee. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative analysis, and they offer broader derivatives and commodities capabilities compared to many institutional advisors.

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 with Raymond James & Associates in Tampa, FL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, and he has experience in education and business operations. 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 and non-discretionary investment consulting supported by a wide range of portfolio management strategies and affiliated research.

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 three years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to entering the financial sector, he was employed at Instacart from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other clients through a select group of Wealth Advisors. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Pritchard is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and Goldman Sachs Wealth Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Raymond James Financial Services Advisors and its affiliated entities for 11 years. Wagner is based in Tampa, FL. OSAIC serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and the use of discretionary strategies, supported by a complex affiliate network and recent consolidation activity.