Stephen Platt is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Edward Jones and various Raymond James entities spanning from 2016 to the present. Outside of finance, he hosts a small interview podcast called Know It Some. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

Khanh Lowery is a financial advisor with Cetera in Safety Harbor, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. In addition to his advisory role, Lowery is the owner of Lowery, Weldon & Company, CPAs, P.A., where he manages tax and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, institutional, and charitable clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a diverse range of investment strategies and program structures with over $256 billion in assets under management and more than 10,000 advisors.

Ardon Currie is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and having six years of industry experience. He previously worked at Franklin Templeton Investments for one year before joining Raymond James & Associates in 2017. Raymond James & Associates, Inc. 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 services.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His career includes prior roles at LPL Financial LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting supported by a nationwide network of advisers.

Armando Elias 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 J.P. Morgan Chase, as well as positions outside finance in health clubs and academia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by various portfolio management styles and firm research.

Joseph Mccoy is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked previously at American Broadband, Yark Automotive, and the University of Tampa. His business activities include a role as a financial professional involved in insurance-related services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Keith Kunzig is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Kunzig participates in local charity events and is recognized as a local celebrity Buccaneer fan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Brandon Halversen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual in various roles between 2016 and 2025 and served in the United States Marine Corps from 2011 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Knapp is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 25 years of industry experience, including prior roles at NEXT Financial Group and Fundamental Financial Services, Inc., where she also serves as president. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brittany Prokash is a financial advisor with Robert Baird & Co. based in St. Petersburg, FL. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Merrill and Agenda Consulting. Brittany is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing capabilities, supported by home-office investment professionals and internal research tools.