Thomas Byron is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved with The Motor Enclave, focusing on event setup and breakdown in Tampa, FL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with active sales of financial and insurance products.

Beth Doyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Raymond James & Associates since 2018, following experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she serves as a notary public in Trinity, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on diverse investment strategies and firm research.

Todd Schober is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked with Morgan Stanley and Steward Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

John Kollar is a financial advisor with Cambridge Investment Research Advisors in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research since 2019, with a prior retirement period from 2013 to 2019. Outside of his advisory role, Kollar serves as a volunteer board member for the Cloisters on Beach Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Michelle Mauritz is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Damien Bertucelli is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2002. Outside of his advisory role, he serves as CEO of Tampa Bay Businesses For Culture And the Arts and is a board member of the Warehouse Arts District Association. 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, and offers a range of financial planning, consulting, and municipal advisory services.

Joseph Meyer is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, with a notable presence in municipal and public finance advising.

Ryan Morse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and is also the owner of Centravest Financial, Inc., a business support company based in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dennis Rao is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes positions at Wake Forest University and Sherwin-Williams. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at several notable firms, including Morgan Stanley and The Ayco Company, a Goldman Sachs affiliate. Anderson holds Series 63 and Series 65 licenses and is based in St. Petersburg, Florida. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently based in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation and SIMPLE IRA Employer Advisory & Consulting Services.

Benjamin Bristol is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he was associated with Gradient Securities LLC and has held diverse roles at organizations including the University of North Dakota and MarineMax. Raymond James & Associates is a large firm that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Harring is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Harring owns an IT consulting business that provides services to small medical offices. 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, institutions, pension plans, nonprofits, and municipal entities, offering financial planning and consulting through various advisory programs and solutions.

Taylor Keiderling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley from 2018 to 2022 and at T. Rowe Price in 2017. Raymond James & Associates is a dually registered 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, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Regner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2016 and previously at Franklin Templeton Distributors from 2014 to 2016. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Chase Mc Lendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 designations and five years of industry experience. He has worked at Raymond James since 2022 and previously at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Prior to his advisory career, he held positions at the American Automobile Association, Celine, Ultimate Staffing, and the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shane Workman is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Bank of America, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, PSI Advisors, LLC, and LPL Financial LLC. Merrill, along 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 model‑based and discretionary strategies for a variety of individual and institutional clients, utilizing internal and third‑party investment approaches.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

David Kirk is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors since 2009. Kirk owns and operates Kirk Wealth Management LLC, which he uses for business purposes, managing the office's financial flows. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.