Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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 and consulting services through various specialized programs and an extensive affiliate network.

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

Bruno Ayala Garcia is a financial advisor with Merrill in Pinellas Park, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He has worked at Merrill since 2021 and has previous experience with Bank of America, N.A. Outside of his advisory role, he is a partner and employee of Greta Services LLC, where he performs various hands-on duties including landscaping and painting. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

William K Harmuth is a financial advisor with UBS Financial Services in Bradenton, FL. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 19 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Andrew Gerth is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Mackey-Shaughnessy Wealth Management Group. He focuses on helping clients achieve their financial goals through personalized wealth management strategies, which include wealth accumulation, preservation and transfer, tax minimization, portfolio and liability management, and coordination with external professionals such as attorneys and CPAs. He also leverages access to banking and lending solutions through Bank of America to provide a comprehensive approach to client needs. Andrew holds a Bachelor’s Degree in Finance and Management from the University of Florida. He holds professional certifications including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. A lifelong resident of Florida, Andrew is actively involved in community organizations including Ducks Unlimited, Boy Scouts of America, and the Children’s Home Network. He serves as a Regional Commissioner for the Boy Scouts of America, is a committee member for Ducks Unlimited Tampa 100 Chapter and the General H. Norman Schwarzkopf Memorial Sporting Clays Classic benefiting the Children’s Home Network. Outside of his professional activities, Andrew enjoys outdoor activities including fishing, biking, boating, camping, woodworking, and photography.

Michael Funsch is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2012, also working at City National Bank since 2018. Outside of his advisory role, he serves on the board and committees of several local nonprofit organizations related to health advocacy, estate planning education, and legal services access. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Gina Timko is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, offering both retail and institutional investment services.

Danielle Chaisson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Ascensus, Charles Schwab, and T. Rowe Price Investment Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of investment solutions combining proprietary modeling with planner guidance, emphasizing diversified, long-term portfolios and serving approximately 477,000 clients with a broad mix of managed accounts and online advice options.

Sean Campbell is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes previous roles at Asset Money Management, Inc., PlanMember Securities Corporation, and Scottrade, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Lawrence Rose is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as president of the board for Replay Outreach, a nonprofit organization focused on working with at-risk teens. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven portfolios and access to third-party asset managers.

Aimee Fox is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities. Raymond James offers financial planning and investment consulting through various programs, combining multiple portfolio management styles and affiliated research while maintaining primarily non-discretionary client relationships.

William Curtis is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, and he currently serves in the Air Force Reserve. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and overseeing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques, supporting clients primarily in an advisory role.

Dale Herndon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also the owner of Herndon Wealth Management, a financial services firm. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Jamila Kravarusic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. She worked at Merrill Lynch for 11 years before joining Raymond James & Associates in 2020. 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, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Sequoia Financial Group, Charles Schwab, and Principal Financial Group. Outside of finance, she has worked in fitness-related roles, including at Drip Fit and Palm Beach Gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment processes.

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.