Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at IFP Securities, LLC and Independent Financial Partners since 2019, following three years at LPL Financial, LLC. He also manages client assets through Monshi & Associates, where he maintains general oversight and asset management responsibilities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, supporting a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Christopher Johnson is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Dalmore Group, AE Financial Services, Transamerica Investors Securities Corporation, World Financial Group, Raymond James & Associates, and T Rowe Price. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, using a mix of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Christine Halchak is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including prior roles at Investacorp Advisory Services and Securities America. Outside of advisory work, she provides tax preparation and accounting services as a CPA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Charles Campana is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., providing business consulting on insurance, taxes, Medicare, real estate, and employee benefits to small business owners and the self-employed. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and operates as a broker-dealer and insurance agency, managing a mix of in-house and third-party strategies through both strategic and dynamic investment approaches.

Matthew Winger is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Truist Advisory Services, Truist Bank, SunTrust Bank, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC in Clearwater, FL, holding a Series 66 license and 16 years of industry experience. Her prior work history includes positions at Raymond James Financial Services, Inc. and Morgan Stanley & Co. She is also an owner of the Hoffman Private Wealth Group support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

William Hamm is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2012 and serves as Chief Operating Officer of the entire enterprise. Outside of his advisory role, he oversees day-to-day operations of an ecommerce brand for men's clothing and provides consulting services to other registered investment advisers. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Thomas Peterson is a CFP®-certified financial advisor with 13 years of industry experience, currently with Raymond James Financial Services Advisors in Clearwater, FL. He has worked at Raymond James and Peterson Wealth Management, where he also serves as an associate employee. Peterson is involved in financial education as a professor with the Association of Financial Educators. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities within its institutional fiduciary solutions.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he referees high school soccer games for the Pinellas Soccer Officials Association and Largo United. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.

Howard Hill II is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2006, alongside roles at Hill Financial Services and Freeland Financial. He is also president of a personal S Chapter corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, utilizing a broad array of implementation options and an extensive affiliate network.

Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary advisory relationships and institutional consulting.

Gasper Flores is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.