Chase Mc Lendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 designations and five years of industry experience. He has worked at Raymond James since 2022 and previously at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Prior to his advisory career, he held positions at the American Automobile Association, Celine, Ultimate Staffing, and the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Tracey Manzi is a CFA® charterholder with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2021. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and Cammack LaRhette Advisors, 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, charitable organizations, and government entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and wrap-fee programs.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. 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 supported by structured discovery processes and firm-approved tools.

Brenton Matzek is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Aaron Sanchez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each before joining Raymond James. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Todd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Todd serves as a director for the Old Dominion University Athletic Foundation, where he is involved in setting and implementing strategy. 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 wide range of clients, including individuals, institutions, charitable organizations, and government entities, offering financial planning and consulting services with various portfolio management styles.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

Paul Renedo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Omni 360 Advisors and Cion Investments. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Cosentino Jr. is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors. He serves as an advisory board member for the Northwest YMCA, participating in fundraising and improvement projects. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a variety of third-party investment programs and advisory models, serving a broad client base from non‑high-net-worth individuals to corporate and charitable entities.

Christopher Thornhill is a financial advisor with Thrivent Investment Management in St. Petersburg, FL, holding a Series 66 designation and offering 12 years of industry experience. He previously worked at Edward Jones for five years before joining Thrivent Financial and Thrivent Investment Management in 2018. 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 planning on a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement while keeping these services separate.

Michaela Macias is an advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for T. Rowe Price for 14 years. Outside of her advisory role, she is the owner of Greener Services LLC, a business unrelated to investment activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

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.

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.

Michael Carboni is a financial advisor with Ameriprise in Clearwater, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise since 2009. Carboni is the owner of Michael James Carboni LLC, an entity he uses for managing practice-related expenses, and rents office space to other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic analysis.