Joseph Weaver is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James and its trust company division since 2011. Weaver is also a member of the Trust and Wealth Management Executive Committee of the Florida Bankers Association. 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, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Douglas Hicks is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He serves as a member of the OHP Wealth Management Team, focusing on managing personalized and defined investment strategies on a discretionary basis. His professional background includes roles as a branch manager and financial advisor, bringing extensive industry experience to his current position. Mr. Hicks has 30 years of experience in financial services, with expertise in areas such as college education planning, executive compensation, family wealth management strategies, institutional investment consulting, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri. Raised in St. Petersburg, Mr. Hicks graduated from Shorecrest Preparatory School. Outside of his professional work, he participates in boating, fishing, golfing, and tennis.

Paul Mahfouz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns and manages rental property in Wesley Chapel, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

Angela Wright is a CFP® and holds a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Edvards Repins is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Morgan Stanley, and Horizon Investments. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Diane Taylor is a CFP® with 31 years of industry experience, currently advising clients at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as trustee for multiple family and estate trusts and owns Susampad, Inc., reflecting involvement in estate planning and investment-related activities outside her advisory role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include complex and specialized financial needs.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Paul Cockman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Honor Rodgers is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2017, following eight years at Alliance Commercial Group. Rodgers serves as a trustee for a family investment trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Robert Atwood is a financial advisor with Raymond James & Associates, holding a Series 66 credential and nine years of industry experience. His career includes multiple roles at Raymond James & Associates, as well as positions at Pershing LLC and American Municipal SEC. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cooper Bennett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at ADP, Benicomp Health Solutions, BlueGrace Logistics, CRG Campfit, the University of Tampa, Martha's Vineyard Regional High School, and Wheel Happy Bicycle Shops. 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, offering a range of financial planning and investment consulting services with a non-discretionary approach.

Douglas Jarrard is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with five years of industry experience. His work history includes multiple roles within Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2002 and also worked at DoorDash from 2022 to 2024. Outside of his advisory role, he assists as an owner of Am Happ LLC, a business operated primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that rely on tailored, non-discretionary advice supported by comprehensive research and a variety of portfolio management strategies.

Brenda Ehrke is a financial advisor at Edward Jones in Largo, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a partner in a shaved ice and dessert franchise called Vampire Penguin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Jeffrey Smith is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 credentials and is based in St. Petersburg, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Christopher Spurgeon is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 25 years of industry experience, all of which have been with Raymond James & Associates since 2000. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Richard Canter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2016 and has worked concurrently as a CPA since 1987, focusing on accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers multiple portfolio management and advisory services through a large network of independent advisors and provides access to both affiliated and third-party money managers.

David Zaccagnino is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Raymond James Financial Services. He is also involved with Seminole Wind Investments LLC, a business he has operated since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Jee Lee is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He is also the owner of Kimchi, LLC, a family restaurant with no current responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.