Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Berry is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. He previously worked at Longview Wealth Advisors, LLC, and Waddell & Reed, Inc., and has been involved in managing businesses under the Thaxter Walton Financial brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with research, model portfolios, and diverse investment options while operating at significant scale with over 22,800 advisors and $819 billion in discretionary assets.

Mark Abbott 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 worked with Raymond James Financial, Inc. and Raymond James & Associates since 2003. 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, high-net-worth clients, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

William Brooks is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he serves as a relationship manager for high net worth clients and corporations, with a focus on private banking, investments, banking, and lending issues. William has over 22 years of experience in the financial services industry, having begun his career in 1992. He holds a bachelor's degree from Florida State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William was named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Cotton, Brooks and Associates team. William is a lifetime resident of Pinellas County. Outside of his professional work, his personal interests include boating, fishing, and running.

Trevor Bennett is a CFP® professional with 11 years of industry experience, currently advising at Raymond James & Associates. His prior roles include positions at Fisher Investments, Bank of America, Merrill, and AXA Advisors. He is also co-CEO and partner of TradeWorks AI, where he focuses on product development, management, marketing, and sales. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services supported by diverse portfolio management strategies and affiliated research.

Glenn Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1995. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Bowman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several Raymond James entities since 1997 and previously served with JWB Holdings LLC. Outside of advising, he serves on a FINRA arbitration panel and acts as an executor of estates for family and friends. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are typically non-discretionary, utilizing various portfolio management styles and firm research, with notable capabilities in municipal advisory and related market-making activities.

Francis Godbold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 56 years of industry experience. He has been with Raymond James & Associates for 54 years. Outside of his advisory role, he serves on the investment committee of the First Presbyterian Church and is the founder and CEO of the Godbold Foundation, where he manages the foundation’s investment portfolio and oversees charitable distributions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management styles supported by affiliated research and model managers.

Cynthia Watson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2005. Outside of her advisory role, she is an authorized seller of Pura Vida jewelry, conducting this business mainly online during non-business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory arrangements.

Adam Wides is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 its Financial Advisors and Estate Planning Strategies Group.

Sasa Prcic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citi Private Bank and USAA Financial 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles.

Evan Eastman is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 15 years of industry experience, he focuses on serving business owners, executives, and high net worth families by providing access to Merrill and Bank of America resources to help clients make well-informed financial decisions. His expertise includes portfolio management, retirement and estate planning, tax minimization, retirement income, and managing concentrated stock risk. Evan holds a Bachelor's Degree from the University of South Florida and completed an Accredited Certificate Program at Yale School of Management. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with several professional organizations and is actively involved in volunteering with community organizations such as the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. Outside of work, Evan enjoys boating, cooking, dancing, music, reading, singing, spending time with his family, swimming, traveling, and watching movies. He emphasizes building strong, long-term relationships with his clients and is committed to providing personalized wealth management strategies tailored to their needs.

Forrest Barr is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he held roles at multiple firms including U S Employees Benefits Service Group, Retirement Planning Associates, and Bencor. He also serves as a servicing agent for a prior insurance policy outside of his advisory work. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Shari Lynne is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dayna Olmsted is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. since 2014 and a prior position at Raymond James Financial Services Advisors Inc. from 2018 to 2020. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by diverse portfolio management styles and affiliated research resources.

Brandon Cordiano is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Morgan Stanley and H.T. Hackney, as well as a background in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Caroline Kearney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.