Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

Peter Nguyen is a CFP® with 18 years of industry experience, currently practicing at T. Rowe Price Advisory Services, Inc. He has worked with T. Rowe Price Investment Services, Inc. since 2009. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining goals-based financial planning and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households, using a model allocation approach supported by an interactive online planning tool and telephone access to financial advisors.

Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Frank Hibbard III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He serves on multiple boards in Clearwater, FL, including Mortan Plant Hospital Finance Committee, Ruth Eckerd Hall, and Amplify Clearwater. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through various Steward Partners-branded solutions and third-party managers.

Melissa James is a financial advisor at Independent Financial Partners in Tampa, FL, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019 and was previously with LPL Financial from 2016 to 2019. Monshi also manages client assets through his own business, Monshi & Associates. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Christopher Johnson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Dalmore Group, AE Financial Services, Transamerica Investors Securities Corporation, World Financial Group, Raymond James & Associates, and T. Rowe Price. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, as well as access to third-party money managers, leveraging both affiliated and unaffiliated investment products within a technology-enabled platform.

Christine Halchak is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including prior roles at Investacorp Advisory Services and Securities America. Outside of advisory work, she provides tax preparation and accounting services as a CPA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Charles Campana is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., a consulting business advising small business owners on insurance, taxes, Medicare, real estate, and employee benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through in-house and third-party strategies, operating a fiduciary model for ERISA and retirement advice.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Morgan Stanley and Raymond James Financial Services before joining Steward Partners in 2017. She is also associated with support companies Hoffman Private Wealth Group and Hoffman Hibbard Private Wealth Group in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and portfolio management services through both proprietary and third-party solutions.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.

Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. 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 clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Abner Cordova is a financial advisor with Raymond James & Associates holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Raymond James, he worked at the University Fitness Center and has experience in education roles at the University of Alabama and Bob Jones High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.

Cory Rodrigue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates for 14 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Robin Carmichael is a financial advisor with Osaic Wealth, holding the ChFC® designation and Series 63 license, and has 26 years of industry experience. His prior roles include positions at Signator Investors Inc, Cambridge Investment Research Advisors, and Transamerica Financial Advisors. Outside of his advisory work, he is co-owner of a custom engraving and gift business based in Clearwater, Florida. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach is model-based and utilizes portfolio optimization tools, allowing advisors to implement discretionary strategies, third-party manager selections, and proprietary models.

Thomas Peterson is a CFP® with 13 years of experience in financial advising, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016 and is also associated with Peterson Wealth Management. In addition to his advisory work, he serves as a professor with the Association of Financial Educators. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials. He has three years of industry experience and previously worked at Guardian Life and Northwestern Mutual. He also has experience outside finance, including a role at The Wine Exchange. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs and supported by in-house research and multiple portfolio management strategies.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his financial advisory role, he serves as a soccer referee for Largo United and the Pinellas Soccer Officials Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.