Theresa Mcmasters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior career includes nine years at Raymond James & Associates and ten years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to her advisory work, she owns and operates McMasters Gallery & Studios, where she works as a photographer. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Allison Daniel is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 66 designation. She has one year of industry experience and previously held roles at The Breakers and worked in higher education at Florida State University and Indian River State College. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a combination of proprietary and third-party portfolio management solutions.

Melissa Larson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at firms including Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is an Independent Consultant for Arbonne International, a health and wellness direct selling business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

Michael Piazza is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and related entities since 2026. Prior to this, he worked at Raymond James & Associates for nine years and held positions at Bank of America, N.A., and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory and managed account services.

David Lum is a CFP® with over 41 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Peter Avonda is a CFP® and ChFC® with 24 years of industry experience. He currently advises at Steward Partners Investment Advisory, LLC and related Steward Partners entities, having previously worked at Raymond James & Associates for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with a range of advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through Steward Partners-branded solutions and third-party managers, supported by a coordinated due-diligence process and multiple custodial partnerships.

Druann Carter is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Steward Partners in 2026, she worked for Raymond James & Associates for 15 years. She is also a managing member of DZC Holdings LLC, a business she runs with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Joseph Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Raymond James and Associates for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, and pension consulting through various portfolio management solutions.

Peter Silcox is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He previously worked for Raymond James & Associates for 16 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs through a variety of portfolio management solutions and third-party managers.

Brett Bladergroen is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and JP Morgan Chase Bank. Prior to his financial services career, he spent four years with the New York Mets. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory, financial planning, and managed account services.

Claudia Young is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at Raymond James & Associates and TD Ameritrade, with significant tenure at Scottrade. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services.

Helen Knapp is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and PNC Bank. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a variety of portfolio management and financial planning services.