David Stepanek is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2018. Prior to that, he was employed at Bank of America, Merrill, and Blue Ocean Advisors, LLC. Outside of his advisory role, Stepanek owns Liquid Limo, LLC, a charter boat business based in St. Petersburg, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that include specialized offerings such as business-owner transition planning and special-needs analysis.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Florida Financial Advisors before joining Equitable Advisors and has a background that includes completing his studies at The University of Alabama. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to models based on personal information and risk tolerance.

Christopher Brandriff is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with various J.P. Morgan entities since 2012 and is based in Tampa, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Eric Sisco is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at Raymond James Bank and Bank of America. Outside of his advisory role, he is involved with Alpert Enterprise LLC. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James entities since 2004 and operated a business called Boyd Business Strategies from 2017 to 2020. Outside of advising, he serves as a non-public arbitrator for FINRA Dispute Resolution Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm provides financial planning and consulting services with a non-discretionary approach, offering a range of portfolio management styles supported by affiliated research and specialized municipal advisory services.

Susan Hinckley is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 credential and eight years of industry experience. She has been with LPL Financial since 2018, following two years of self-employment and extended travel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services using both proprietary and third-party strategies, supported by extensive operational and research resources.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Terrence Hornsby Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2020, alongside his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Scottrade and involvement with the New Meadowlands Stadium Company LLC. He has been with Raymond James in various capacities since 2018. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisors and affiliated research resources.

William Puckett is a CFP® and PFS™ credentialed advisor at Edelman Financial Engines with 24 years of industry experience. He previously worked at Align Wealth Management for 19 years before joining Financial Engines Advisors L.L.C. in 2023. Puckett is involved in managing the winding up of Align Wealth Management following its asset sale to Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment orientation.

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2008, including Raymond James Financial and Raymond James Financial Services, Inc., as well as Motr Media. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management options.

Timothy Logan is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools.

Tamara Shumate Brown is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. prior to joining LPL Financial in 2007. She is a member of the Tampa Bay Estate Planning Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Haleigh Guilbert is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), indicating her expertise in personal investment strategies. Haleigh has completed her education with a Master's Degree from Florida Gulf Coast University and a Bachelor's Degree from Florida State University.

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 work history includes positions at Wells Fargo Clearing and SunTrust Advisory Services. 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, institutional investors, and charitable organizations, offering financial planning and consulting services, with a focus on non-discretionary advice supported by firm research and a range of portfolio management strategies.

Bryce Unruh is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for family trusts and is involved in local homeowners association activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with various financial product offerings and employs a flexible approach to client recommendations and implementation.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Laura Stack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. Her career includes roles at Edward Jones, MassMutual Arizona, and Prudential Equity Group. She has been with various branches of Raymond James since 2017. 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 plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations to enhance its municipal and public-finance services.

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. His career includes roles at firms such as Morgan Stanley, Ameriprise, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that offers financial planning, model portfolios, third-party asset management, and institutional programs.