Alexander Sayers is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014, totaling 11 years of industry experience. He serves as treasurer for the Tampa Bay UT Alumni Chapter, overseeing financial arrangements and reporting for the nonprofit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, he worked at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in insurance sales and service through multiple brokerages focusing on life insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting, with access to proprietary and third-party research and portfolio management solutions.

Michael Esposito is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2009 and has a long tenure at Bank of America dating back to 1994. Esposito holds Series 63 and Series 66 credentials. He serves on the boards of the Tampa Bay Chamber of Commerce and the Florida Aquarium, where he is involved in community business support and wildlife conservation efforts, respectively. Merrill, in conjunction 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 both model-based and discretionary strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Joshua Shappell is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and having one year of industry experience. His prior work includes roles at Primerica Financial Services, Payscale, Futuresense, LLC, and Royal Caribbean Cruises Ltd., among others. Outside of advisory activities, he is involved in sales related to loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its offerings.

Chad Kimble is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 66 and Series 63 licenses. His prior experience includes roles at Equitable Advisors, Facet Wealth, and T. Rowe Price. 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, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daniel Petre is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having nine years of industry experience. He has worked at Raymond James Financial Services since 2017 and at Raymond James Financial Services Advisors since 2021. Prior to his advisory career, he was employed at the FAA from 2016 to 2017. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Kortenhaus is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously worked at the University of South Florida and has been involved with the St Petersburg Yacht Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marc Avadikian is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing a comprehensive approach to wealth management that starts with listening to clients' needs and understanding their individual goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Marc’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and draws on his professional experience to deliver service aimed at helping clients achieve their personal and financial objectives. He grew up in Florida and continues to reside there. Marc earned a Bachelor’s degree from the University of South Florida, an Associate’s degree from Pasco Hernando Community College, and a high school diploma from Zephyrhills High School. Outside of his professional life, he enjoys adventure sports, basketball, fishing, football, running, skiing, soccer, table tennis, traveling, and spending time with his family.

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 career includes roles at Raymond James Financial Services and Raymond James & Associates since 2016, as well as a one-year tenure at Edward Jones. Outside of his advisory work, he hosts a small podcast called Know It Some that is exploring advertising opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals and supports advisory programs and institutional consulting with tools including risk profiling and outcome modeling.

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.

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 at Raymond James & Associates with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley and J.P. Morgan Chase. Outside of finance, he has experience working in the fitness industry and education. 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 specialized programs.

Joseph Mccoy is a Series 66 credentialed financial advisor with 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. He is based in St. Petersburg, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products including insurance.

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 with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at American Broadband and Yark Automotive, as well as academic experience at the University of Tampa. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

Sergio Arango is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Bank. Arango participates in the Tampa Bay Chamber’s Emerging Leaders committee, which focuses on professional development and community outreach for young professionals in the Tampa Bay area. Merrill, along 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 individuals, high-net-worth clients, and institutional entities.

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.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Pierce Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop investment strategies tailored to their short-, mid-, and long-term financial goals. He assists clients with general investing, retirement planning, and saving for unforeseen expenses, and provides access to Bank of America specialists for banking, credit, home financing, and small business services. Pierce focuses on areas including education planning, executive compensation, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina System. He emphasizes ongoing guidance to help clients adapt their financial plans as their circumstances evolve. Outside of his professional work, Pierce is involved with the Pelican Golf Club and Ybor Chamber of Commerce and participates in community activities such as Habitat for Humanity. His personal interests include golfing, pickleball, skiing, surfing, and traveling.