Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation. He has less than one year of industry experience and previously held roles at Omni 360 Advisors and Cion Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting through various programs, serving a diverse client base including individuals, pension plans, corporations, and government 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 a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 20 years of industry experience. Prior to joining Raymond James, she worked for T. Rowe Price for 14 years. She is also the owner of Greener Services LLC, a business unrelated to investing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base, including individuals, institutional clients, and state and municipal entities, providing wealth advisory planning and investment consulting on a non-discretionary basis.

Alexander Sayers is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Tampa Bay UT Alumni Chapter, overseeing the chapter’s financial arrangements and reporting. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients through various advisory programs.

Michael Esposito is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 1994. Outside of his advisory role, Esposito serves on the boards of the Tampa Bay Chamber of Commerce and the Florida Aquarium, where he is involved in community business support and wildlife conservation efforts, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Chad Kimble is a CFP® and ChFC® credentialed financial advisor at Raymond James & Associates with 12 years of industry experience. His prior roles include positions at Equitable Advisors, Facet Wealth, and T. Rowe Price. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base through wealth advisory planning, investment consulting, and institutional services. The firm is noted for its municipal and public finance involvement and integrates advisory, custody, and affiliated product capabilities in its service model.

Michael Carboni is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Carboni also owns an LLC that manages expenses related to his Ameriprise practice and leases office space to other Ameriprise advisors. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Petre is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 credential and has worked with Raymond James in various capacities since 2011. Prior to his current role, he was employed by the FAA for one year. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Daniel Kortenhaus is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked at the University of South Florida and held roles at St Petersburg Yacht Club and St Petersburg College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Stephen Platt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James and its affiliates since 2016, following a prior role at Edward Jones. Outside of his advisory work, Platt hosts a small interview podcast called Know It Some, which is beginning to accept advertisers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using comprehensive risk profiling and firm research to tailor recommendations.

Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

David Mevoli is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 65 designation and one year of industry experience. He has been involved with several firms, including Goodrich Wealth Management and Lexfinn Capital LLC, and owns Cross Stone Management LLC, where he manages financial records for tax filings. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering tailored financial planning and non-discretionary investment consulting through various account types and external manager relationships. The firm’s advisory business is notable for its substantial non-discretionary asset management and extensive affiliate network supporting municipal and institutional clients.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ardon Currie is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, following a one-year tenure at Franklin Templeton Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by a range of integrated affiliate services.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, EF Legacy Securities, and Edelman Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.

Armando Elias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase. Before entering the financial industry, he worked in the fitness sector and held positions in educational institutions. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, offering non‑discretionary financial planning and portfolio recommendations supported by a broad affiliate network.

Joseph Mccoy is a Series 66 credentialed financial advisor with 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. He is based in St. Petersburg, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products including insurance.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at American Broadband and Yark Automotive, as well as academic experience at the University of Tampa. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.