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.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over half a decade of experience in the financial industry. He works with clients to deliver a range of financial products and services, helping them pursue personal and family financial goals through tailored investment strategies and portfolio management. Maximillian's areas of expertise include executive compensation, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from the University of New Mexico and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Born and raised in Texas, Maximillian currently resides in Tampa, Florida. He is a member of Business Networking International and is involved in the Dunedin Stirling Soccer Club. Outside of work, he enjoys adventure sports, boating, camping, dancing, fishing, golfing, hunting, soccer, and spending time with his family.

Keith Kunzig is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Kunzig participates in local charity events and is recognized as a local celebrity Buccaneer fan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Jared Barclay is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans. His role focuses on aligning financial strategies with clients' unique goals and aspirations. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, Jared worked as a Customer Service Specialist at TD Ameritrade from 2018 to 2019. Outside of his professional work, Jared has interests in baseball, fitness, football, and traveling.

Alaina Butler is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has been with various Raymond James affiliates since 2019. Prior to her financial services career, she attended the University of Tampa full time from 2017 to 2020. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad network of affiliated services and emphasizes advisory relationships that often leave final decision authority with the client.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of advising, he is also active as a residential real estate sales agent. Raymond James & Associates is a dual-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 services to a diverse clientele, including individuals, pension plans, corporations, and government entities, combining comprehensive planning with institutional consulting and public finance capabilities.

Steven Moffat is a Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2018. His professional experience also includes serving as Director of Investment Operations at Northwestern Mutual from 2015 to 2016, Financial Advisor at USAA from 2013 to 2015, and working with the Personal Services Group at T. Rowe Price from 2011 to 2013. As a Certified Financial Planner (CFP®), Steven collaborates closely with clients to develop comprehensive financial plans tailored to their unique family needs and goals. He emphasizes understanding each client's individual situation to act as an advocate in designing customized financial strategies.

Brandon Halversen is a financial advisor with LPL Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including prior roles at Northwestern Mutual and service in the United States Marine Corps. Outside of his advisory work, he manages a separate financial services entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network of advisers. The firm offers diverse advisory programs, retirement consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and various management options.

Kimberly Zerbarini is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. since 2018. Outside of her advisory role, she holds fiduciary responsibilities as a power of attorney in family-related matters. 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.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory work, she serves as a director and committee member for the YMCA of the Suncoast, engaging in philanthropy and endowment activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.

Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. 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, operating under a fiduciary standard.

Kathleen Knapp is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has been with LPL Financial since 2025 and previously worked at NEXT Financial Group for 11 years. She is also president of Fundamental Financial Services, Inc., a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.