Scott Conti is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of SBConti, Inc., a tax preparation business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

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.

Michael Joeckel is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses covering a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Marcos Edmiston is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

John Zangari is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2012. Outside of his advisory role, he owns an investment holding company established for estate planning purposes for his family. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Tracy Keller is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 license and previously worked at Thrivent Financial and the Commonwealth of Pennsylvania Department of Labor & Industry BDD. Outside of her advisory role, she co-owns BTK ARTS, LLC, a Painting with a Twist franchise in Winter Haven, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

Hannah Mirza is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at firms including Fisher Investments and Citibank. Outside of her advisory role, she owns and operates an e-commerce clothing store based in Tampa, Florida. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s program is non-discretionary and supported by a centralized due diligence process combining quantitative and qualitative research.

Christopher Brooker is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with Edward Jones in Tampa, FL since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Filipek is a Series 66-licensed advisor with 18 years of experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is a partner in a business managing rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, incorporating both affiliated and third-party managers across multiple program structures.

Johanny Pressley is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Pressley is also associated with Florida Central Credit Union in Tampa, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm uses tailored risk profiling and analytical tools to support its clients' goals and offers advisory programs alongside institutional consulting and portfolio management.

Kelly Anderson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at E*TRADE Securities, E*TRADE Capital Management, and Wells Fargo Clearing. Outside of his advisory work, Anderson owns an internet-based retail company specializing in wood crafting supplies. Morgan Stanley Wealth Management provides a broad 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 offers planning services both directly and through corporate agreements.