Carla Johnson is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with seven years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is involved in managing rental real estate jointly owned with her sister. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Andrew Hirsch is a financial advisor at Robert Baird & Co. in Tampa, FL, holding a Series 63 designation with 41 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Hirsch serves on the Temple Investment Committee and Cemetery Committee at Congregation Schaarai Zedek, providing advice on investments and property issues. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in regulatory assets under management as of December 31, 2025.

Gary Huddleston is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He also serves as a co-trustee for his parent's trust and holds power of attorney responsibilities for family members. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Waymon Jordan is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 1997. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Angel Ferreira is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, New York Life, and E*Trade Securities. Outside of his advisory role, Ferreira owns and operates the I4 Trading Card Company, a retail and online store based in Florida. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Alonde Le Grand is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering customized wealth planning and investment strategies. He focuses on long-term wealth accumulation, risk management, and tax efficiency, guiding clients through building, optimizing, and transitioning their portfolios with clarity and confidence. Alonde brings extensive experience in advising athletes, business owners, and individuals, crafting personalized financial strategies that align with their lifestyles, goals, and long-term visions. His expertise encompasses areas such as college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, sports and entertainment finance, and tax minimization. He earned a Bachelor's degree from the University of North Florida, where he also competed as a Division I basketball player, and holds an MBA from Gannon University. Alonde holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Tampa, Florida, and remains actively engaged in his community through involvement with Berkeley Prep Boys Basketball. Outside of work, he enjoys basketball, chess, football, music, pickleball, reading, running, traveling, watching movies, and spending time with family and friends.

Casey Einecker is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to joining Morgan Stanley, he held roles with Cinnebistro, Ferg’s Live, the Village of Algonquin, and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

John Cline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 10 years and RBC Capital Markets for 3 years. Outside of his advisory role, he has partial ownership in a business that builds and sells monuments. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Griffith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2013, initially working in Jacksonville where he focused on educating clients and assisting with their 401(k) plans. In 2015, he relocated to the Citrus/Hernando County area to join a team dedicated to helping clients implement comprehensive financial plans. Steven's areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in both English and Russian. Outside of his professional role, Steven is involved in the automotive community in Citrus and Hernando Counties and participates in automotive events across Florida. He enjoys outdoor activities such as biking, boating, camping, fishing, football, golfing, and hunting. Steven and his wife are raising three active boys and support the Florida Gators.

Jennifer Osgood is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns business entities involved in managing office practices and real estate for her Ameriprise franchise office. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Lusk is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fisher Investments and Charles Schwab & Co., Inc. He also spent several years at Florida State University, including a position in the Office of Financial Aid. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Rothschild Dort is a financial advisor at Morgan Stanley with a Series 66 designation. He has held positions at firms including Blind Tiger and Wise, with experience spanning various industries prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and investment research.

William Warner III is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Equitable Advisors, where he has worked since 2017. His prior experience includes roles at LPL Financial, Independent Financial Partners, and Raymond James Financial. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Kenneth Thubet is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in related business activities including sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services through a large team of financial advisors.

Hayden Duncan is a financial advisor at Merrill in Tampa, FL, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Hayden worked at Integrity Express Logistics and completed education at Auburn University. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Jeffrey Bridge is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a board member of the Diocese of St. Petersburg and as Treasurer for the Academy of Holy Names Dads Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Gelsomina Lipscomb is a Certified Financial Planner™ with 25 years of industry experience. She has worked at Ameriprise Financial Services since 2019 and previously held roles at Wealth Advisors of Tampa Bay, LPL Financial, and Florida Investment Advisors. Lipscomb serves on the Board of Directors and Finance Committee at St. Paul Catholic Church in Tampa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Virginia Martin is a financial advisor with Edward Jones in Plant City, FL, holding Series 66 and Series 63 licenses and 11 years of industry experience. She worked at T. Rowe Price Advisory Services, Inc. from 2003 to 2005 and has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Rodriguez is a financial advisor at Edward Jones in Tampa, FL, holding Series 63 and Series 66 designations with nine years of industry experience. He previously spent ten years at Wells Fargo before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a nationwide network of financial advisors and branch offices.

Mark Salem is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Hertz, as well as time spent at Florida Gulf Coast University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-linked financial planning services.