Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Luke Morris is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He works with a diverse client base including professionals, business owners, and retirees to address their unique financial needs through customized planning aimed at protecting, preserving, and growing their assets. Luke's career in the financial industry began in 2007 and includes roles such as Financial Consultant and Investment Representative at Fidelity Investments, Senior Associate at John Hancock, Financial Advisor at Levin Financial Group, and Risk Associate at Capital One Auto Finance. His experience spans various aspects of financial consulting and investment management. Outside of his professional role, Luke enjoys activities such as boating, golfing, snowboarding, traveling, outdoor adventures, and exploring culinary experiences.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at BayCare Health System and Marcos Pizza. He is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis through comprehensive planning and institutional consulting services.

Brandon Cohen is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Jonathan Symmes is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Clearwater, FL. He has 15 years of industry experience, including roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Eric Sisco is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Raymond James Bank and Bank of America, as well as entrepreneurial activities with Alpert Enterprise LLC and Sisco Solutions. Raymond James & Associates provides financial planning and investment consulting 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 through a Wealth Advisory Services Program and delivers institutional consulting with a focus on public finance and municipal work.

David Jauch is a financial advisor at Morgan Stanley in Palm Harbor, Florida, with two years of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and the National Center for Simulation. His background also includes roles in education and business operations outside of finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analytics in its financial planning process.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 license and over 25 years of industry experience. He has worked with Raymond James in various capacities since 2004 and operated Boyd Business Strategies from 2017 to 2020. Boyd also serves as a non-public arbitrator for FINRA Dispute Resolution Services. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior work includes roles at Scottrade and New Meadowlands Stadium Company LLC. He has been with various Raymond James entities since 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutions, and government entities, with a focus on non-discretionary planning and municipal and public finance services.

Hafiz Ahmed is a financial advisor at Edward Jones in Largo, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fidelity Investments, ABT Associates, and Bank of America. Outside of his advisory work, he engages in food delivery through Uber Eats during off-hours. 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, and maintains a large network of advisors and branch offices nationwide.

Adam Taylor is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2018, following earlier roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, Taylor serves as a board member at the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements supported by firm-approved software and a variety of specialized planning programs.

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Raymond James since 2008, as well as at Motr Media from 2022 to 2023. Based in St. Petersburg, FL, Pellegrini’s career largely centers on wealth advisory services within the Raymond James network. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves individuals, institutions, and public entities through wealth planning, investment consulting, and specialized municipal finance services, offering advisory solutions on a non-discretionary basis with an extensive affiliate network supporting custody, product sourcing, and public finance activities.

Timothy Logan is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes over a decade with Wells Fargo entities, having worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he has ownership in a vacation rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations utilizing proprietary research and planning tools, with services spanning cash-flow, retirement, and specialized planning areas such as business-owner transitions and special-needs analysis.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and ten years at SunTrust Investment Services. 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 offers wealth advisory planning and investment consulting to individuals, institutions, and municipal entities, providing non-discretionary planning and portfolio recommendations supported by research and a broad affiliate network.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 35 years of industry experience. She has been with Raymond James Financial since 2009 and also worked with Valley Financial Group, LLC for 14 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations while maintaining client decision authority.

Laura Stack is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been affiliated with various Raymond James entities since 2017 and previously worked at MassMutual Arizona and LPL Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and combines institutional consulting with risk-based reviews and client-tailored recommendations.

Christine Theresa Moya is a financial advisor with UBS Financial Services in Denver, CO. She holds a Series 66 designation and has 13 years of industry experience, including 12 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Traci Kelly is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Ohio National Financial Services, and Park Avenue Securities. She also operates under the DBA Ginger Green Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a wide network of advisers. The firm offers integrated brokerage and advisory services with a range of investment strategies and third-party managed account solutions.

Amneris Jordan is a financial advisor at Merrill with 27 years at the firm and 10 years of industry experience. She holds a Series 66 designation and is based in Palm Harbor, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable and corporate fiduciaries.