Sean Andrews is a financial advisor with Edward Jones in Wimauma, FL, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2020, he worked at Sienna Biopharmaceuticals, Inc. and Novan, Inc. He serves as President of the Board for the Greater SouthShore Chamber of Commerce in Ruskin, FL. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a range of advisory programs and affiliated investment products.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes 16 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through both direct and corporate financial planning agreements.

William Bond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at supporting their long-term goals. His approach includes leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to each client's unique financial picture. William’s areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, retirement income, and wealth planning for women. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. William earned his bachelor’s degree from the University of Florida. In addition to his professional work, William dedicates time to volunteering with organizations within the communities served by Merrill. His personal interests include cooking, hiking, music, spending time with family, traveling, and watching movies.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Wells Fargo N.A., and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Paul Metcalfe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James & Associates since 2010 and previously spent time at LHT Performance from 2013 to 2018. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Counsman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 26 years with Raymond James Financial Services, Inc. and was self-employed as a consultant in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored client recommendations using proprietary research and planning tools, covering comprehensive areas including cash-flow, retirement, and wealth-transfer planning.

John Kollar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Cambridge since 2019, following a six-year retirement period. Kollar serves as a board member for the Cloisters on Beach Homeowners Association in Saint Petersburg, FL. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individual, pension, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and employs proprietary model strategies alongside access to unaffiliated third-party advisers.

Peter Sayre is a financial advisor with Wells Fargo Advisors in Ruskin, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as co-trustee of his mother’s trust and trustee of his deceased father’s trust, reflecting involvement in family fiduciary responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.

Jessica Navas is a Series 66-licensed financial advisor with Edward Jones, based in St. Petersburg, FL, and has one year of industry experience. She has been with Edward Jones since 2024. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Hernandez is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Walsh is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Based in St. Petersburg, FL, he works within a large institutional firm known for integrating brokerage and advisory services. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Christine Urban is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. She has worked at UBS Financial Services since 2008 and spent one year at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Stephen Stapp is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both internal and third-party managers.

Thomas Mcknight is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 1991, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Michael Esposito is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2009 and has a long tenure at Bank of America dating back to 1994. Esposito holds Series 63 and Series 66 credentials. He serves on the boards of the Tampa Bay Chamber of Commerce and the Florida Aquarium, where he is involved in community business support and wildlife conservation efforts, respectively. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Daniel Kortenhaus is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously worked at the University of South Florida and has been involved with the St Petersburg Yacht Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Christopher Herman is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Dynasty Financial Partners and attended the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Jacqueline Erhart is a financial advisor at UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.