Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Citigroup Global Markets and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Brooke Bitzer is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and held various roles in the hospitality sector. Morgan Stanley Wealth Management provides advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Lisa Turner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. She is based in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selection within a large-scale platform.

Logan Wolf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been affiliated with Bluewater Financial for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

Alistair Flynn is a Wealth Management Advisor affiliated with the Carlson Group, a wealth management team at Merrill Lynch Wealth Management. He focuses on delivering wealth management planning, investment management, and custom credit strategies through Bank of America, N.A. Alistair mainly works with business owners, founders, and executives, with a strategic emphasis on exit strategies and liquidity events. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, portfolio management services, and serving clients in sports and entertainment. Alistair is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics and Spanish Studies from Kenyon College and speaks both English and Spanish. Alistair has been recognized by Forbes in their "Top Next-Gen Wealth Advisors Best-in-State" lists, including the 2019 and 2025 editions. Outside of his professional work, he enjoys golfing, hiking, reading, running, playing soccer, and engaging with the community through volunteer activities. He resides in Downtown St. Pete with his wife, Natalie, and their son.

Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

Sarah Jackson is a Series 66 licensed advisor with Merrill in Bradenton, Florida, where she has worked since 2006. She has 13 years of industry experience. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Crew is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2011, he worked at Securities America Advisors, Inc. for eight years and at Veravest Investment Advisors, Inc. for one year. He serves as a trustee for a family trust and is a minor owner of a family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customizable strategies through a large network of advisors, supported by research tools and a variety of advisory platforms.

Todd Sherman is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Merrill. Outside of his advisory role, he serves as CEO of The Patriot Fund, a nonprofit organization based in Tierra Verde, FL. 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 charitable organizations, offering a range of financial planning and consulting services with an emphasis on non-discretionary investment advice.

Douglas Hicks is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He serves as a member of the OHP Wealth Management Team, focusing on managing personalized and defined investment strategies on a discretionary basis. His professional background includes roles as a branch manager and financial advisor, bringing extensive industry experience to his current position. Mr. Hicks has 30 years of experience in financial services, with expertise in areas such as college education planning, executive compensation, family wealth management strategies, institutional investment consulting, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri. Raised in St. Petersburg, Mr. Hicks graduated from Shorecrest Preparatory School. Outside of his professional work, he participates in boating, fishing, golfing, and tennis.

Angela Wright is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones since 2011 and was previously employed by Russell Investments from 2006 to 2011. Angela holds the Series 66 license and is based in St. Petersburg, FL. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Diane Taylor is a CFP® credentialed financial advisor with over 31 years of industry experience. She is currently with Wells Fargo Advisors, having worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory work, she serves as trustee for several family trusts and owns a private entity focused on estate planning for family trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, delivering tailored recommendations across a range of specialized planning areas.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Paul Cockman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Douglas Jarrard is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with five years of industry experience. His work history includes multiple roles within Morgan Stanley and Morgan Stanley Private Bank. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise Financial Services and Avatar Insurance. Esteban is also involved with SNE Operations LLC in an associate financial advisor capacity. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Jeffrey Smith is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured planning process using firm-approved tools and market outlook models.