John Campora is a financial advisor with Edward Jones in Bradenton, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory work, he maintains a YouTube channel unrelated to finance, politics, or business and writes product reviews for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices.

Thomas Grubb is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2007 and has concurrently worked with Bank of America since 2015. Outside of his advisory role, he holds power of attorney positions in non-investment-related entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joanne Germak is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. She previously worked at Merrill from 2018 to 2022 and Morgan Stanley Smith Barney from 2009 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with various portfolio management and financial planning services.

Joseph La Bree is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and offering 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chad Cornell is a Certified Financial Planner™ with 28 years of industry experience. He is currently an advisor at OSAIC and has previously worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is president of Frank Cornell Associates, Inc., a company providing payroll, bookkeeping, and tax services. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies within a multi-advisor platform.

Kathryn Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and having 23 years of industry experience. Her prior roles include positions at Kestra Financial, Ameriprise Financial Services, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and others. She is also a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of strategies supported by research and technology tools.

Brent O'Neal is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with Eagle Asset Management and Carillon Fund Distributors Inc. He 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Tedesco is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Christopher Vining is a Series 66-licensed financial advisor with Morgan Stanley, based in Bradenton, FL. He has 29 years of industry experience, including roles at Merrill from 1997 to 2008, and various Morgan Stanley entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. 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 investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Robert Zolper is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Capital Markets, having joined in 2026, and previously worked at Raymond James & Associates, JP Morgan Securities, and Consolidated Electrical Distributors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Scott O'berry is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. O'berry serves as a director for the Tampa Bay Beaches Chamber of Commerce in St. Pete Beach, FL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Flatley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2022. His prior work experience includes roles outside the financial sector, such as positions at Circle Pizza and Capitan Jacks Island Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Charles Maxwell is a financial advisor with LPL Financial in Seminole, Florida, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include long tenures at H. Beck, Inc. and his own firm, Charles C Maxwell, as well as experience with Grove Point Investments and Advisors. Outside of advisory work, he has maintained a longstanding position with the Montgomery County Department of Recreation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Daniel Antioho is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2008. He previously worked at Citigroup Global Markets from 2001 to 2008. Antioho also operates the Antioho Investment Planning Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services.

Richard Spayde Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Prudential Equity Group, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports over 14,000 advisors, offering brokerage and advisory solutions alongside products from affiliated banks and insurance companies.

Adam Halbleib is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James Financial Services, Fulton Financial Advisors, and Donnelley Financial Solutions. Outside of his advisory role, he is involved in operating a Cruise One, Inc. travel franchise with his wife, planning and setting up travel events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Patricia Lewis Picard is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. She is also involved as a Client Associate at Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, delivering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

John Huffman is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through advisory programs and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and provides a broad range of investment options and services.