Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and currently operates Manderson Wealth Strategies. Outside of advising, Manderson serves as a board member of the Safety Harbor Chamber of Commerce and is a member of the finance council at Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third‑party money managers through various advisory and promoter arrangements.

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously 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 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 asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. 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, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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 asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Brandon Bailey is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.

Brian Bernhardt is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He has an ownership interest in a non-investment-related business based in Aspen, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jeffrey Myers is a financial advisor with Merrill based in Saint Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Bank of America since 1998, including his current role since 2015. Outside of his advisory work, he serves as President Elect and will serve as President of the South Sound Planned Giving Council, a charitable organization focused on education about planned giving. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2019, he worked at Kestra Financial Services and has operated the independent firm Webber & Messick, P.A. since 2006. Outside of his advisory work, he is involved in music as a part-time musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. 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, supporting both non-discretionary advisory relationships and institutional consulting.

Gasper Flores is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.

Jonathan Bik is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive wealth management approach that begins with understanding clients and their families, financial situations, and priorities. He works to create customized strategies that adapt to clients’ evolving needs and market conditions, leveraging Merrill’s investment insights and the banking services of Bank of America. Jonathan specializes in managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. He collaborates closely with clients to align wealth management plans with their values and goals. His expertise includes retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, and tax minimization. He also facilitates access to banking support for large purchase financing as part of addressing clients’ broader financial needs. He holds a Bachelor’s Degree from the University of Kentucky and an MBA from Saint Leo College. Jonathan has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he volunteers with the Florida Holocaust Museum and enjoys boating, football, golfing, ice hockey, music, reading, running, spending time with his family, and watching movies.

Brennan Lane is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Sorrento Pacific Financial, LLC, and Community Bank. Outside of his advisory role, Lane manages an inactive AI-driven e-commerce business selling consumer products. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances.

Christopher Bartkus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 53 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and Compensation Programs Inc of Florida, where he has also served as president of an insurance agency offering life and health products. He acts as a notary and trustee of a family trust in addition to managing a commercial property with professional tenants. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party investment models and reported over $256 billion in assets under management.

Gerald Tacia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at Fidelity Investments, Raymond James Financial Services, and prior positions in education and management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI in research.

Katherine Gross is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 65 and Series 66 designations. Her prior experience includes roles at Bank of America, N.A. and Merrill. 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 asset-allocation analyses, with a focus on both retail and institutional advisory services.

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, with notable capabilities in public finance and municipal services.