Cynthia Watson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2005. Outside of her advisory role, she is an authorized seller of Pura Vida jewelry, conducting sales primarily online during non-business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Adam Wides is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 services through its Financial Advisors and Estate Planning Strategies Group.

Sasa Prcic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citi Private Bank and USAA Financial Services. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles.

Kimberly Schiavo is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Investacorp, Inc. for 25 years and Securities America for four years. In addition to her advisory role, she is engaged in life and health insurance sales, including Medicare, averaging about 10 hours per month. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Evan Eastman is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of industry experience. He specializes in serving business owners, executives, and high net worth families by providing access to both Merrill's investment insights and Bank of America's banking and lending solutions. His client focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Previously, Evan spent more than four years traveling across the country hosting financial strategy seminars and retirement planning sessions for corporate executives and their employees. As a Merrill Senior Financial Advisor, he equips clients with the knowledge, resources, and tools to make informed financial decisions. His team emphasizes an integrated approach to wealth management, offering customized strategies while maintaining personal attention and service. Evan holds a Bachelor's Degree from the University of South Florida and completed an accredited certificate program at Yale School of Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional work, Evan is involved in community organizations such as the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. He has diverse personal interests including boating, cooking, dancing, music, reading, singing, swimming, traveling, watching movies, and spending time with his family.

Forrest Barr is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he held roles at multiple firms including U S Employees Benefits Service Group, Retirement Planning Associates, and Bencor. He also serves as a servicing agent for a prior insurance policy outside of his advisory work. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Shari Lynne is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dayna Olmsted is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Raymond James & Associates since 2013. 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2014 and with Raymond James Financial Services Advisors Inc. since 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Cordiano 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 two years at Morgan Stanley and time outside the financial sector. 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.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Caroline Kearney is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2012. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Robinson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Located in Palm Harbor, FL, Robinson currently serves within Fidelity Investments. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. Raymond James & Associates 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Jeffrey Kitchen is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved with Guntrack Aviation LLC, which owns an airplane and trains student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Nico Koop is a financial advisor with Cambridge Investment Research Advisors based in Clearwater, FL, holding Series 66 and Series 65 designations and having 14 years of industry experience. His prior roles include positions at Raymond James & Associates, WaveCapital Partners, LLC, and M&A Securities. Koop is also owner of two businesses, KOOP ENTERPRISES LLC and STAY STRONG UNITED LLC, the latter focused on sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies with various discretionary and non-discretionary portfolio management options.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Brett Harner is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Achieva Credit Union, LPL Financial, The Golden 1 Credit Union, and Cuso Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment and advisory services, including portfolio management and financial planning, utilizing a multi-manager platform with access to both affiliated and third-party managers.

James Forsman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its comprehensive planning process.