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.

Jeffrey Kitchen is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved with Guntrack Aviation LLC, which owns an airplane and trains student pilots for military aviation. 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 provides a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Stefano Aleppo is a financial advisor with J.P. Morgan Securities in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan in various capacities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Forsman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its comprehensive planning process.

Donald Peterson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 22 years of industry experience. He has worked with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing personal investment entities including two LLCs that own and operate real estate. 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, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kevin Anderson is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, Florida. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including roles at Royal Alliance Associates, INC. since 2018 and Sii from 2016 to 2018. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a variety of advisory and brokerage services supported by advanced asset-allocation tools and multiple third-party platforms.

Enzo Cespedes Correa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in finance in 2017 within consumer banking, gaining experience in financial operations, client service, and banking solutions. Since 2022, he has served clients at Merrill Lynch, focusing on wealth planning and preservation, including tax minimization strategies, portfolio management, wealth transfers, and banking integration through Bank of America. Enzo holds the Certified Private Wealth Advisor® (CPWA®) designation and the Personal Investment Advisor (PIA) certification. He earned a Bachelor of Business Administration in Finance and a Master of Business Administration (MBA) from Florida International University, as well as completed the CPWA® Certificate Program at Yale School of Management. He is proficient in English and Spanish. Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa with his wife and daughter. Outside of work, he is active in his church community and enjoys reading and staying informed about emerging trends in finance and technology.

Chad Tortorice is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2005. He is a partner in WSPRJ, LLC, a business outside of investment activities. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Caleb Augustt is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. Outside of his advisory role, he is the managing member of Cozzzy Places LLC, a limited liability company that manages a rental space attached to his residence. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

David Stepanek is a financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill. Outside of his advisory role, he owns Liquid Limo, LLC, a charter boat business. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

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.

Danyle Anderson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, Anderson worked at Intuit Inc and spent over a decade with the Global Equity Organization. Anderson serves as an advisory board member for the Certified Equity Professional Institute at Santa Clara University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Symmes is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Clearwater, FL. He has 15 years of industry experience, including roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Florida Financial Advisors and has a background that includes studies at The University of Alabama. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment solutions.

Christopher Brandriff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 registration and 25 years of industry experience. He has worked at various affiliated firms within the Raymond James network since 2004 and operated Boyd Business Strategies from 2017 to 2020. In addition to his advisory work, Boyd serves as a non-public arbitrator for FINRA Dispute Resolution 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Susan Hinckley is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2018 and spent two years self-employed with a focus on extended travel prior to joining the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.