Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

David Holroyd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base that includes individuals, institutional clients, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser force and a range of portfolio management styles.

Chad Cornell is a Certified Financial Planner® affiliated with OSAIC, bringing 28 years of industry experience. His prior roles include nearly two decades at Investacorp Advisory Services and four years with Securities America Advisors. Outside of his advisory work, he serves as president of Frank Cornell Associates, Inc., a firm providing payroll, bookkeeping, and tax services. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a wide range of brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Kathryn Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and having 23 years of industry experience. Her prior roles include positions at Kestra Financial, Ameriprise Financial Services, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and others. She is also a Notary Public. 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 and access to third-party asset management, utilizing a variety of strategies supported by research and technology tools.

Edward Dlabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Raymond James in 2025. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brent O'Neal is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with Eagle Asset Management and Carillon Fund Distributors Inc. He is based in St. Petersburg, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Zito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James since 2008, working first with Raymond James Financial Services and then with Raymond James & Associates 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sara Hobbs is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at Synovus from 2016 to 2019. Hobbs is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Ryan Tedesco is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Juan Vega is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Fisher Investments, E*TRADE Capital Management, and Scottrade. 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 nonprofit and government entities with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Peter Bursik is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 18 years of industry experience. He has been with Raymond James & Associates since 2006 and Raymond James Financial Services, Inc. since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services using a range of portfolio management styles supported by affiliated research and model managers.

William Harless is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2013 and holds a Series 66 license. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Martin Velastegui is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Prior to his current role, he was involved with Masa Restaurant and also worked at Florida State University. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services through various specialized programs.

Erin Rodberg is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has one year of industry experience. Prior to joining Raymond James, Rodberg held roles at Polen Capital Management, Foreside Funds Distributors LLC, and Bank of Montreal. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a focus on tailored, non-discretionary advice supported by various portfolio management styles and affiliated research.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. 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 investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Robert Zolper is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Capital Markets, having joined in 2026, and previously worked at Raymond James & Associates, JP Morgan Securities, and Consolidated Electrical Distributors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Curtis Chambers is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL Financial, he worked at Edward Jones from 2006 to 2009. He has co-authored a book on tax policy in the United States with his father. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting a broad network of investment adviser representatives.

Trent Gain is a financial advisor with LPL Financial in Largo, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Independent Financial Partners, and USAA Financial Planning Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott O'berry is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. O'berry serves as a director for the Tampa Bay Beaches Chamber of Commerce in St. Pete Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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 and supported by a large network of advisors and branch offices nationwide.

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. 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.