John Saigh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience in various industries such as logistics, hospitality, and manufacturing, with roles at companies including Uber and Endress & Hauser Inc. He has also been involved with several food and beverage businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lauren Duran is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at Kelly Services and educational institutions such as the University of Central Florida and Calhoun Community College. Outside of financial advising, she owns Mindfully Tutoring, a private tutoring program based in Orlando. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation.

Ian Harrison is a financial advisor at Morgan Stanley in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. 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 planning tools.

Brandy Canceleno is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Cetera, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Susan Hite is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Susan is based in Tampa, FL. Raymond James & Associates, Inc. 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.

Matthew Ward is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at the University of Oklahoma and InterWorks. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and engages in various investment and trading activities through affiliated entities.

Tj Belcher is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C. and TD Ameritrade Inc. Outside of his advisory role, he is a sole proprietor involved in rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ronald Robertson is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-driven investment approach. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Justin Slater is a Certified Financial Planner (CFP®) with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at The Hartford for six years. He is based in Brandon, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Claire Cajthaml is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She previously worked at BuyLuxeGroup at Berkshire Hathaway Home Services and has experience in education and staffing roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and Scenario analysis as part of its advisory process.

Michael Rosen is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes a position at Prudential Equity Group, LLC. Outside of his advisory role, Rosen serves on several local homeowners association boards in Tampa, including roles as treasurer and vice president. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm uses research and analytics to guide investment selection, offering both brokerage and advisory solutions.

Kenneth Robinson II is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and two years of industry experience. His prior roles include positions at UMortgage LLC, Lincoln Lending Group, ROCKET Mortgage, and Suncoast Credit Union. He is also employed by Loan Factory, Inc., where he provides residential mortgage financing services. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Stamatis Valaes is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on delivering customized financial strategies to clients, concentrating on retirement income planning, wealth management, and education funding. Stamatis collaborates with clients to identify their primary financial goals and develops strategies aimed at achieving their desired outcomes. He holds a bachelor's degree in Business Administration from Washington and Lee University and a master's degree from the University of Florida. Stamatis also holds the Personal Investment Advisor (PIA) professional designation.

Yalin Piloto is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 10 years of experience, currently practicing at Edward Jones in Brandon, FL since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and its affiliated services beyond traditional advisory offerings.

Matthew Murphy is a financial advisor with J.P. Morgan Securities based in Tampa, FL. He holds a Series 66 designation and began his career at JPMorgan Chase Bank, N.A. in 2025. Prior to joining J.P. Morgan Securities in 2026, he was involved in business activities including work with Avon Hotel Corp / The Columns and Tom and Dave LLC / Mamalukes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative screens and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with implementation support from affiliated entities.

James Fernandez is a financial advisor at Morgan Stanley in Tampa, FL, with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, following roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Fernandez also serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by approved tools and offers both retail and institutional services.

Junior Charley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at JP Morgan & Chase for three years and has held various roles including at the University of South Florida and Hays. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and structured processes.

Scott Jacobsen is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2016 and has held roles at Seacoast Bank and Northstar Bank. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Robert Coloret is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Morgan Stanley in various roles since 1996. His current tenure at Ameriprise began in 2018, following earlier periods at the firm and at Morgan Stanley Private Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Adams is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Citigroup before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. 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 searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.