Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Sequoia Financial Group, Charles Schwab & Co., Inc., and Principal Financial Group. Outside of finance, she has experience in the fitness industry with roles at Drip Fit and Palm Beach Gym. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Barbara Wagner is a CFP® professional with 38 years of industry experience. She has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2007, based in Saint Petersburg, FL. Wagner serves as a board member of the Brian E. Wagner Scholarship Fund in Elmhurst, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and municipal advisory services.

Charline Burgess is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2007. Burgess holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Michael Glennon is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. Glennon is also president of Glennon Financial Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools to illustrate potential outcomes, and supports municipal and public finance work through a unique arrangement with a municipal advisor.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Ross Preville is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory work, Preville is involved in nonprofit leadership, serving as president of the Florida Chapter of the Tourette Syndrome Association and as a business liaison for the Homeless Leadership Network of Pinellas County, among other community roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and is notable for its municipal advisory services and broad affiliate ecosystem.

Janet Blake Pearson is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1997. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a mix of in-house and third-party managers and offering both traditional and complex investment strategies.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Christian Cook is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Florida Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Bruce Roberts is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 17 years with Bank of America and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

David Fanciullacci is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as a citizen trustee on the Employees' Retirement System Pension Board for the City of St. Petersburg. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad range of portfolio management styles and affiliated research.

Keith Jacobus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and numerous other states. His practice emphasizes personalized wealth management strategies that address family wealth, retirement planning, tax minimization, and specialized areas such as LGBT wealth planning. Jacobus and his team provide comprehensive financial counsel, integrating investment management with broader life and financial goal considerations. With over two decades of experience, Jacobus applies a disciplined five-step process to deliver tailored solutions for clients, including multi-generational families, corporate executives, attorneys, CPAs, and business owners. Their approach involves thorough data analysis, goal setting, and ongoing portfolio monitoring, utilizing Merrill Lynch research and global investment models to manage risk and generate income. The team’s commitment centers on understanding clients’ unique situations to simplify complex financial lives and support long-term legacies. Keith Jacobus holds a Bachelor’s degree in Finance and Psychology from the University of South Florida. He has earned the Certified Investment Management Analyst (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Additionally, he is a Personal Investment Advisor (PIA).

Steven Olson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 planning services through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Anderson is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with MassMutual Life Insurance Company and Mass Mutual Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes to deliver written recommendations.

Frank Grossman is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, including 13 years at U.S. Bancorp Investments, Inc. prior to joining Raymond James in 2024. Raymond James & Associates is a large 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, investment consulting, and municipal advisory services.

Timothy Shaughnessy is a Wealth Management Advisor and a founding member of the Mackey Shaughnessy Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. Timothy began his career in finance in 2009 with Guardian Life Insurance, which provided him with a foundation to approach financial planning from a holistic perspective. He grew up in the Bradenton, Florida community and attended Bayshore High School before playing football at Kent State University and Delta State University, where he also earned his bachelor's degree. Since joining Merrill Lynch Wealth Management in 2013, Timothy has focused on building a practice centered on quality relationships and trust. His areas of expertise include college education planning, legacy planning, family wealth management strategies, and portfolio management services. Timothy is actively involved in his local community, serving as a board member of Anna Maria Island Rotary and volunteering as a youth football coach. He resides in Bradenton with his twin boys, Liam and Rory.

Kevin Moriarty is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, Moriarty is a member of the finance committee at Anona United Methodist Church. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Jamie Juncosa is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Morgan Stanley entities since 2013, including the Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques to assist clients, who are responsible for implementing and updating their plans.

Caroline Cziesla is a CFP® professional with 12 years of experience in financial planning and investment management. She is the owner of American Dream, an independent advisory firm based in St. Petersburg, FL, and has prior experience at Ernst & Young and Intuit Inc. In addition to her advisory work, she owns and operates Esla & Co., a tax preparation and accounting practice. American Dream is a registered investment adviser providing financial planning and investment management services.