Lisa Menke is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. from 1987 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Robert Wolf is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns COST TO SERVE, LLC, a business that provides a program to help companies calculate the total cost of inventory by SKU. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and periodic reviews without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Mark Carlson is a Senior Financial Advisor and founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in St. Petersburg in 1981, Mark has developed investment disciplines and client relationship standards to guide his practice. The Carlson Group serves business owners, physicians, lawyers, professionals, and their families with services including portfolio management, corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Mark holds a Bachelor's degree from Emory University, earned in 1972, and the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is registered to conduct business in more than 44 states. Mark balances his professional commitments with family time alongside his wife, Dimity, and their three sons. The couple is engaged with the local community through involvement with the St. Petersburg Museum of Fine Arts and Academy Prep Center for Education.

Jack Craig is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Craig serves as a successor trustee for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chelsea Cellamare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2018 and previously spent 11 years at Triad Retail Media. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and supports its advisers with firm research, model managers, and municipal advisory services.

Nathaniel Beaver is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2014 to 2018 before joining Edward Jones in 2018. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Poussard is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in several entrepreneurial ventures, including ownership roles at Top Choice Bartending LLC and The Masters of Mixology, LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Xhuljan Myteberi is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2015. Merrill, along 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.

Steven Schnoke is a Series 66-credentialed financial advisor with five years of industry experience, currently serving at Fidelity in St. Petersburg, FL. His prior work includes roles at First Allied Advisory Services and FedEx Freight. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

George Sadowski is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise in various capacities since 2009 and is based in St. Petersburg, Florida. 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 recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Petzold is a financial advisor with OSAIC, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at Securities America Advisors and Kansas City Life Insurance Company. He is also the owner of Petzold Financial Group, LLC, which provides life, health, and long-term care insurance sales and services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Calvin Gross is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He previously held roles at First Trust Advisors L.P., First Trust Portfolios L.P., Carillon Fund Distributors, Inc., and Franklin Templeton. Raymond James & Associates is a large 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 and consulting with a range of portfolio management styles and affiliated research.

Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Michael Fay Jr. is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Vice President of the Red Cedar West Homeowners Association in Leesburg, Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside specialized estate planning services.

Connor Brien Berks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and less than one year of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Barnum Financial Group. He has also worked at Poquoy Brook Golf Club and attended Stonehill College. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Murray Snow III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 designation and has been with 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 individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Kyle O'Keefe is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously employed at Bank of America, N.A. from 2026. Outside the financial sector, he has experience working in education, including roles at Rasmussen University and high school teaching positions. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

James Morrison III is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is also a board member of the Robinson Hearts and Minds Foundation, which raises funds through charitable events for research and engineering scholarships. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.