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 holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, Edelman Financial Services, and Chase Investment Services. He is based in St. Petersburg, FL. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Armando Elias is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase, as well as work outside finance in fitness and education sectors. Raymond James & Associates, Inc. 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, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary advisory relationships.

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.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over five years of experience in the financial industry, he and his team are dedicated to providing a range of financial products and services accompanied by comprehensive education to meet diverse client needs. His advisory approach emphasizes understanding clients' unique ambitions to develop personalized strategies that align with their financial goals. Maximillian's expertise covers executive compensation, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from the University of New Mexico. Originally from Texas, Maximillian now resides in Tampa, Florida. He is involved with the Dunedin Stirling Soccer Club and BNI Empower, reflecting his engagement in community and professional networks. Outside of work, his interests include adventure sports, boating, camping, dancing, fishing, golfing, hunting, soccer, and spending time with his family.

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 the Series 66 designation and has worked with Cambridge since 2016. Outside of her advisory role, she is the managing member of Devan, LLC, a design consultation firm. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Marvin Andringa is a financial advisor at OSAIC with over 54 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2018, he worked at Signator Investment Inc. and Royal Securities Company. OSAIC Wealth serves a variety of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation, portfolio optimization, and comprehensive financial planning.

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.

Kimberly Zerbarini is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Merrill since 2014 and concurrently affiliated with Bank of America since 2018. Outside of her advisory role, she serves as a power of attorney in fiduciary capacities for private individuals. 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. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lang Adams is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, and Raymond James & Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with a focus on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

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 at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird and Merrill. Prior to her advisory career, she was involved with Agenda Consulting and ICD Translation. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.