Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida, where he has been serving clients since 2017. He develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on helping affluent households and small business owners align their financial strategies with their personal goals. Kirk's practice emphasizes a goals-based planning approach, addressing key concerns such as family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He draws on his prior five years of experience in the asset management industry to provide strategic, long-term financial guidance that aims to instill confidence and security in his clients' futures. Kirk holds a Bachelor of Science degree in Finance and Real Estate from Florida State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He participates in professional organizations including the Florida State University Alumni Association and the Tampa Bay Seminole Club. Kirk lives in St. Petersburg with his wife, Stephani, and son, Everett, and enjoys basketball, boating, football, skiing, spending time with his family, and traveling.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2018. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management options.

Yelena Peshko is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at her current firm. 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 specialized municipal advisory services.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Angle is also involved in several independent business ventures, including ownership roles in wealth management firms and acting as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Dalton Brown is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Michael R. Nelson Jr. and Waddell & Reed Inc. Brown also operated a tutoring service, Miles Smart Tutoring, before entering the financial industry. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Dallas Nelson is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Florida Financial Advisors and non-financial positions in the service and hospitality sectors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Darren Speizer is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Wells Fargo Advisors and Family Wealth Solutions. Outside of advisory work, he is a partner in a rental real estate property co-owned with family members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses advanced modeling tools, supporting clients with a broad array of advisory programs and specialized services.

Joseph Huenke is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors, and he is a 33% owner of Tidewater Private Wealth Advisors, where he contributes part-time. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with flexible implementation through brokerage or advisory programs.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Braeden Eubanks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of finance, he has experience in the catering industry through his work with University of Iowa Catering. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. Raymond James & Associates, Inc. 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 municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services from 2010 to 2026 and Morgan Stanley from 1991 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Jones is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with seven years at the firm and four years of industry experience. His prior experience includes working at Online Trading Academy and time as a full-time student. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a non-discretionary approach and utilizes a broad range of portfolio management styles supported by firm research and affiliated sub-advisers.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. 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, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.