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 with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.

Aaron Sanchez is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Based in St. Petersburg, FL, Sanchez has been with Raymond James since 2023. 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 municipalities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

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.

Mason De Michele is a Series 66 licensed financial advisor with Edward Jones in Tampa, FL. He has one year of industry experience, having previously worked at Brown & Brown and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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 with Raymond James & Associates holding CFP® and ChFC® designations, with 13 years of industry experience. His career includes prior 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 a diverse client base including individuals, institutions, and municipal entities, providing 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.

Daniel Petre is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2017, following a brief tenure at the FAA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

Jeffrey Kutchmire is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Cetera since 2019. Prior to joining Cetera, he worked at Foresters Financial for 30 years. He is also a 25% owner of the John Kutchmire Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Rebecca Recchia is a financial advisor with Edward Jones in Oldsmar, FL, holding Series 65 and Series 63 licenses and having 1 year of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kenneth Ogden is a financial advisor with Merrill based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and is also associated with Bank of America, N.A. since 2003. Outside of his advisory role, Ogden is involved as a musician and DJ and serves on the Board of Directors for the Winter Haven Soccer Club. 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 tailored to individuals, high-net-worth clients, and institutional investors.

Stephen Platt is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Edward Jones and various Raymond James entities spanning from 2016 to the present. Outside of finance, he hosts a small interview podcast called Know It Some. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

John Kuntz Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at SPC, Sigma Financial Corporation, and Ameriprise Advisor Services, among others. He has also been involved with At Your Service Tax & Accounting Of North Pinellas for over a decade. 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, model portfolio programs, and institutional platforms, with advice delivered by a large network of investment adviser representatives.