Joseph Godbout is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in St. Petersburg, FL. His prior roles include positions at Purshe Kaplan Sterling Investments, Concurrent Investment Advisors, and Valic Financial Advisors. He is also an associate at Goodrich Wealth Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and government entities. The firm offers tailored, non-discretionary advisory services and has specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

John Hoke is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James and CPS Investment Advisors. In addition to his advisory career, he serves as a 1st Lieutenant in the Army Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Phillip Watkins is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James & Associates in 2024, he worked at Morgan Stanley and E*TRADE. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting through its Wealth Advisory Services Program, offering non-discretionary advice and maintaining notable capabilities in municipal and public finance.

Elizabeth Emmons is a financial advisor at Raymond James Financial with 18 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2010 and holds the Series 66 designation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, emphasizing advisory and implementation-support roles rather than discretionary management.

Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to joining Raymond James in 2017, she worked at GF Investments/Global Financial Private Capital, LLC for four years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Thomas Berry is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at various firms, including Longview Wealth Advisors, Waddell & Reed, and his own entities, The Berry Group and Berry Insurance, LLC. Berry has been involved in investment-related insurance services and wealth advisory businesses throughout his career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Mark Abbott is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial, Inc. since 2004 and Raymond James & Associates since 2003. 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 governmental clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and municipal finance 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® with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has previously worked at Intervest International Equities Corp, Fisher Investments, Bank of America, Merrill, and AXA Advisors. Outside of his advisory role, he is co-CEO of TradeWorks AI, a business focused on product development, management, marketing, and sales. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable presence in public finance and municipal work.

Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Laura Hickman is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services, LLC before joining Merrill and Bank of America. Outside of her advisory role, she is an independent representative for a cosmetics business. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Glenn Hudson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Raymond James & Associates since 1995. Raymond James & Associates offers 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 government clients. The firm provides tailored financial plans and asset-allocation analyses using firm research and planning tools, supporting both non-discretionary advisory relationships and discretionary portfolio management.

Tara Clark is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Osaic since 2018 and previously held roles at Signator Investors, Inc. and GFA Financial Group, LLC. Outside of her advisory work, she is involved in selling life insurance through GFA Financial Group, LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

John Bowman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Raymond James in various capacities since 1997 and previously held roles at JWB Holdings LLC and Southern Heritage Firearms, LLC. Outside of his advisory work, Bowman serves as a senior case administrator on a FINRA arbitration panel and acts as an executor of estates for family and friends. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by extensive research and integrated affiliate services.

Paul Cusma is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Francis Godbold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 55 years of industry experience. He has been with Raymond James & Associates since 1972. Outside of his advisory role, he serves on the investment committee of First Presbyterian Church and is the founder and CEO of the Godbold Foundation, where he manages investments and oversees charitable distributions. 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 investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in municipal finance and institutional consulting.

Cynthia Watson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and 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 sales primarily online during non-business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

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.

Evan Eastman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 15 years of industry experience dedicated to serving business owners, executives, and high net worth families. Previously, Evan spent more than four years traveling nationwide conducting financial strategy seminars and retirement planning sessions for corporate executives and their employees. In his current role, he equips clients with the resources, knowledge, and tools necessary to make informed financial decisions, leveraging access to Merrill and Bank of America services. Evan's expertise includes portfolio management strategies, wealth transfer and allocation, retirement and estate planning services, personal banking solutions, and concentrated stock risk management. His team has a combined 55-plus years of industry experience and emphasizes an integrated approach to wealth management, offering customized strategies tailored to client needs. Evan holds professional designations such as 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 earned a Bachelor's degree from the University of South Florida and completed an Accredited Certificate Program at the Yale School of Management. Beyond his professional commitments, Evan is active in numerous community organizations including the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. He also participates in a range of professional and civic organizations such as the Rotary Club of Clearwater and Toastmasters International. Evan enjoys boating, cooking, dancing, music, singing, reading, swimming, traveling, watching movies, and spending time with his family.

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.