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.

Howard Hill II is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Raymond James Financial since 2009 and also operates Hill Financial Services. Hill is the president of a personal S chapter corporation, a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jeffrey Myers is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America since 1998. Outside of his advisory role, he serves as President Elect and will become President of the South Sound Planned Giving Council, a nonprofit focused on planned giving education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Collum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has held multiple roles at Raymond James & Associates since 2011, with additional experience at IHT Wealth Management LLC and LPL Financial. 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 and investment consulting through various advisory programs and services.

Gasper Flores is a financial advisor with J.P. Morgan Securities in Madeira Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013 and was previously with Merrill from 2011 to 2013. 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 searches, and customized performance reporting within a non-discretionary program.

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 for Gulf Coast JFCS, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and a broad range of portfolio management styles.

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 with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining UBS, Lane worked at Sorrento Pacific Financial, LLC and Community Bank. Lane is also involved in managing an AI-driven e-commerce business focused on consumer products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.

Tobin Hom is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1993. Outside of his advisory role, he serves as co-trustee on a family trust. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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 licenses and eight years of industry experience. His prior work includes roles at Raymond James Financial Services and Pinellas County Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and deliver model strategies across various platforms.