Robert Zolper is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Capital Markets, having joined in 2026, and previously worked at Raymond James & Associates, JP Morgan Securities, and Consolidated Electrical Distributors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. 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.

Adam Halbleib is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James Financial Services, Fulton Financial Advisors, and Donnelley Financial Solutions. Outside of his advisory role, he is involved in operating a Cruise One, Inc. travel franchise with his wife, planning and setting up travel events. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Patricia Lewis Picard is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. She is also involved as a Client Associate at Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, delivering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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 institutions.

Austin Peffers is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to individuals and businesses, focusing on areas such as budgeting, investment planning, retirement strategies, risk management, family wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Austin holds a Bachelor's Degree from the University of West Florida and has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He stays current with financial and economic trends to help clients make informed decisions aimed at securing their financial futures. He follows the Merrill tradition of community involvement and volunteers with organizations in his community. Outside of his professional work, Austin enjoys adventure sports, baseball, basketball, fishing, football, golfing, running, scuba diving, spending time with his family, and traveling.

Michele Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior work includes seven years at Ameriprise Financial Services and thirteen years with Keller Williams Realty. Outside of her advisory role, she is involved in licensed real estate and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors with advanced operational tools.

James Howard is a Series 66 licensed financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory work, he is a partner at Riffy Bits, LLC, a publishing business based in St. Petersburg, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its advisory process.

John Oddo is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked at Avantax Advisory Services and Avantax Investment Services, INC. prior to joining Cetera. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Douglas Reller is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2015. Reller serves on the Board of Advisors for the University of South Florida Byrd Alzheimer's Research Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and planning tools, serving clients through tailored financial plans without providing individual security recommendations as part of standalone planning.

Thomas Panos is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2003, following earlier roles at A. G. Edwards & Sons, Inc. He is also CEO and president of Panos Wealth Partners Group, Inc., a support company offering financial products through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mary Louise Ferguson is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and with 25 years of industry experience. She has been with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Garrett Sweeterman is a Financial Advisor with Merrill Lynch Wealth Management, serving families and businesses in the St. Pete community. He focuses on understanding his clients’ financial priorities to provide appropriate solutions aimed at achieving their goals. Garrett emphasizes honest and authentic financial advice as a cornerstone of his practice. Garrett holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, scuba diving, and spending time with his family.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. 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, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

John Coakley is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for Waddell & Reed, Inc. for 16 years and held various roles at insurance carriers for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

Adam Ben Abram is a financial advisor with Edward Jones in Riverview, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Adam hosts a podcast focusing on non-financial topics such as current religion and politics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Maxwell Winger is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he was involved in several hospitality-related ventures, including Winger Restaurant Group LLC and For the Table Hospitality. 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 clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Allison Butler is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. 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, managing approximately $2.74 trillion in client assets.