Kevin Mc Knight is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with six years of industry experience. He previously worked at Franklin Templeton Investments from 2016 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fisher Investments and USAA Financial Planning Services. Outside of advising, she operated a business related to books from 2017 to 2020 and has experience as a health insurance agent. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Melissa Mcleod is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Joseph Offerman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Offerman is also the owner and operator of Gun City Ranch, LLC, a 12-acre agricultural property in Tarpon Springs, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, providing tailored financial planning and consulting with a range of portfolio management strategies and affiliated research.

Brian Robinson is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS since 2008. Robinson serves on the boards of the Florida Dream Center and the US Institute Against Human Trafficking, both nonprofit organizations focused on charitable and social causes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and market analysis to tailor investment strategies to clients’ goals and risk tolerances.

Collin Seal is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at TPC Louisiana and Saint Johns University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Schultz is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Raymond James & Associates and has previously worked at Truist Advisory Services, Truist Investment Services, Wells Fargo Clearing Services, and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bethann Goodrick is a financial advisor at LPL Financial with 27 years of industry experience. She holds a Series 66 designation and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of her advisory role, she is involved with Tru Stage, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at firms including Wells Fargo Advisors and Sunshine City Advisors. In addition to his advisory role, he is president of Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support clients' goals while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jerome Morgano Jr. is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in auto racing through Venomous Motorsports LLC and manages his practice expenses via JM2 Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Katherine Eckelbarger is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. She works with families, individuals, and businesses across the country to acquire, grow, and preserve assets, focusing on portfolio management strategies tailored to each client's goals. Katherine's role specifically centers on client relations and marketing, where she provides a friendly point of contact and coordinates client outreach events such as seminars and social gatherings to enhance client experience. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. She holds a Bachelor's Degree in Communications from the University of South Florida. Her professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Beyond her professional work, Katherine is a St. Petersburg native who enjoys fishing, running, and playing tennis. She is involved in her community through her membership in The Margaret Acheson Stuart Society of the Museum of Fine Arts and has served on the golf tournament committee for the St. Anthony's Hospital Foundation.

Jeanette Jacobson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. Based in St. Petersburg, FL, she supports clients through a well-established firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Philip Dodson is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 1988 and has also been affiliated with Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property business. Merrill, together 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 individuals, high-net-worth clients, and various institutional investors.

Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Steven Ware is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing six years of industry experience. He has worked with Morgan Stanley Private Bank since 2020 and Morgan Stanley since 2019. Prior to joining Morgan Stanley, he was employed at HiConversion and the University of Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Brooke Bitzer is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, holding approximately two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and has held various roles in the hospitality and service sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages substantial client assets and delivers services both directly and through employer-based corporate agreements.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

Jill Kelly is a CFP® professional with 34 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Brems is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch, with planned leadership roles through 2026. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Robert Hartland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Ameriprise and Linsco/Private Ledger Corp. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.