Zachary Mayes is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2024. Prior to his financial services career, he was employed at Berkeley Preparatory School and Signature Financial Solutions. 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 clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Cowan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and secular return estimates.

Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Edward Hennessey is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His background includes seven years with Allianz Life Insurance Company of North America and two years at Sammons Financial Network. He holds Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals and utilizes both proprietary and third-party model strategies.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Corinna Smith is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher in 2019, she held roles at Target and the Oregon State Beaver Store. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Alison Painter is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. She is currently with Cetera and has held positions at Avantax Advisory Services and 1st Global Advisors, among others. Outside of her advisory work, Painter is the managing member of Motors & More LLC, a business specializing in outboard motor sales, and she operates an accounting practice under Alison Painter & Associates, PL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with multiple program options and access to third-party managers.

Jarott Jaskolka is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® and Series 66 credentials. Prior to joining LPL Financial in 2026, he spent 26 years at Ameriprise. Outside of his advisory work, he owns Jarott Christian, LLC, a business used for payment of business-related expenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Joshua Gray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes various roles prior to joining Fidelity, including positions at Towne Park and the University of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Alex Muscati III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with XELA Ventures, LLC, an entity established for real estate development purposes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment committee inputs.

Kyle Maddock is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Fidelity Investments and LPS Capital LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Justin Cole is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab since 2017. His prior roles include positions at J.M. Cole and Associates, LLC, Jonathan Roberts Advisory Group, Inc., and J.W. Cole Financial. He also manages a rental property outside of his advisory work. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments supported by centralized operational and custodial resources.

Michael Bombara is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated advisory firms since 2010. Based in Clearwater, FL, he currently works within Fidelity’s institutional platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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, utilizing structured discovery and firm-approved tools to support client decision-making.

Patricia Tippin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2022 and 2023, respectively, and has over two decades of experience at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Steven Nordbeck is a CFP® professional with 39 years of industry experience, currently serving at Cetera Investment Advisors LLC since 2014. He also has a 20-year tenure at Achieva Credit Union. Outside of his advisory roles, he co-owns an equestrian boarding and training business with his spouse. Cetera Investment Advisors LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, corporations, and institutions. The firm operates a multi-manager platform, offering advisors various program options and access to third-party managers.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Stryczny is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He previously worked at American Wealth Management, Inc. for 15 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Agia and Valic Financial Advisors. Outside of advisory services, she is a notary and operates investment-related business entities connected to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by in-house and third-party research.