Christopher Scharnow is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc. in Clearwater, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008, including 10 years at the current firm entity. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting through multiple advisory programs. The firm emphasizes tailored financial plans developed through detailed client assessments and supports implementation primarily in an advisory and non-discretionary capacity.

Amanda Atwood is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2017 and previously worked at Tory Burch from 2013 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, enabling access to a broad range of products and services beyond typical investment management.

Benjamin Bristol is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Gradient Securities LLC and Primo Logistics LLC. His work history also includes roles in education and municipal government. Raymond James & Associates, Inc. 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 serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Matthew Harring is a financial advisor with Raymond James & Associates in Seminole, 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, he owns and operates an IT consulting business serving small medical offices. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, and municipal clients, offering tailored financial plans and institutional consulting services.

Taylor Keiderling is a financial advisor at Raymond James & Associates with eight years of industry experience. He previously worked at Morgan Stanley and T. Rowe Price and spent five years at the University of South Florida. Keiderling holds Series 63 and Series 66 licenses. 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 and investment consulting services to individuals, institutions, and government entities, offering a range of programs including wrap fee solutions and institutional consulting.

Daniel Regner is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2016, following two years at Franklin Templeton Distributors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting for a diverse client base, including individuals, institutional clients, and government entities, providing non-discretionary, goal-specific financial planning and portfolio recommendations.

Chase Mc Lendon is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James, he worked at Trinity Wealth Securities and Florida Financial Advisors, among other firms. Raymond James Financial Services Advisors provides comprehensive financial planning and investment consulting to individual investors, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers specialized advisory programs for small businesses and maintains a connection to municipal and public finance through its broader affiliate network.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2015 and Raymond James Financial since 2019. Outside of his advisory role, he is a managing member of LifeWC Investments LLC, a private investment entity involved in a World of Beer franchise. 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 through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

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.

Tracey Manzi is a CFA® charterholder with 17 years of experience in the financial industry. She is currently an advisor at Raymond James & Associates, where she has worked since 2021. Prior to joining Raymond James, Manzi was with Cammack LaRhette Advisors, LLC for eight years and spent a year at CapFinancial Partners, LLC (CAPTRUST). Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting through a range of programs and a non-discretionary advisory approach.

John Schoppe is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he is an author and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review enterprise. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 independent Financial Professionals using various portfolio management and wrap-fee programs.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. 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 supported by structured discovery processes and firm-approved tools.

Aaron Sanchez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

Matthew Todd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a director for the Old Dominion University Athletic Foundation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities through comprehensive planning and non-discretionary investment recommendations.

Paul Renedo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 credential and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. 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 serves a diverse client base—including individuals, pension plans, corporations, and government entities—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis through its Wealth Advisory Services Program and institutional consulting services.

Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation. He has less than one year of industry experience and previously held roles at Omni 360 Advisors and Cion Investments. 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 through various programs, serving a diverse client base including individuals, pension plans, corporations, and government entities.

Christopher Thornhill is a financial advisor with Thrivent Investment Management in St. Petersburg, FL, holding a Series 66 designation and offering 12 years of industry experience. He previously worked at Edward Jones for five years before joining Thrivent Financial and Thrivent Investment Management in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning on a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement while keeping these services separate.

Michaela Macias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 20 years of industry experience. Prior to joining Raymond James, she worked for T. Rowe Price for 14 years. She is also the owner of Greener Services LLC, a business unrelated to investing. 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 advisors. The firm serves a diverse client base, including individuals, institutional clients, and state and municipal entities, providing wealth advisory planning and investment consulting on a non-discretionary basis.