Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and manages a rental property in St. Petersburg, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Brooke Bitzer is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and held various roles in the hospitality sector. Morgan Stanley Wealth Management provides advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Logan Wolf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been affiliated with Bluewater Financial for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Evan Rush is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley Private Bank and T. Rowe Price Investment Services. His current location is St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

David Channer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Morgan Stanley and has held various roles in marketing, community outreach, and youth sports organizations. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Alistair Flynn is a Wealth Management Advisor affiliated with the Carlson Group, a wealth management team at Merrill Lynch Wealth Management. He focuses on delivering wealth management planning, investment management, and custom credit strategies through Bank of America, N.A. Alistair mainly works with business owners, founders, and executives, with a strategic emphasis on exit strategies and liquidity events. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, portfolio management services, and serving clients in sports and entertainment. Alistair is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics and Spanish Studies from Kenyon College and speaks both English and Spanish. Alistair has been recognized by Forbes in their "Top Next-Gen Wealth Advisors Best-in-State" lists, including the 2019 and 2025 editions. Outside of his professional work, he enjoys golfing, hiking, reading, running, playing soccer, and engaging with the community through volunteer activities. He resides in Downtown St. Pete with his wife, Natalie, and their son.

Anita Lemon is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services since 2008. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

Christopher Frye is a financial advisor at Thrivent Investment Management in Clearwater, FL, holding a Series 66 designation with four years of industry experience. He previously worked at MetLife Inc. for nine years before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, estate, and tax planning, delivered as either one-time or ongoing engagements without discretionary trading authority.

Danyell Munassi is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and nine years of industry experience. She has been affiliated with Raymond James since 2016 and is the owner of MarketMeGuru, LLC, a marketing business. Munassi is also a partner in MD Allen, LLC, an entity involved in managing inherited real estate. 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Peggy Cozine is a financial advisor with Cetera in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Cetera and affiliated entities since 2013 and also operates a tax planning and preparation business as an enrolled agent. Her additional activities include involvement in tax services separate from her investment advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Akemi Bove is a Wealth Management Advisor with extensive experience in the financial services industry, having started her career in 1997. She works with a focus on helping clients with areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Akemi's professional expertise includes investment management, retirement planning, concentrated stock strategies, and legacy planning, supporting executives, business owners, families, and divorcees through financial transitions. She holds a Bachelor's degree from Kwansei Gakuin University in Japan and has earned several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). Akemi is affiliated with the CFP Board of Standards, Inc. and is fluent in English and Japanese. Committed to community involvement, she has volunteered with Volunteer Way since 2011. She resides in Pasco County with her husband and two daughters. Outside of work, Akemi enjoys cooking, gardening, music, and reading.

Josh Dunn is a CFP® certified financial advisor with 18 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He has held prior roles at PNC Investments and JPMorgan Securities LLC. Dunn is based in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and tailored investment consulting using risk profiling and modeling tools, and maintains unique affiliations and programs supporting municipal finance and employer retirement plans.

Michelle Evanich is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Raymond James & Associates since 2015. 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 diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Noel Sherry is a financial advisor with LPL Financial in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He worked at UBS Financial Services for nine years before joining LPL Financial in 2009. Outside of financial advising, he is involved with The Non-Ordinary Therapy Group, which focuses on marriage and family therapy. 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 portfolios, third-party asset management, and institutional platforms.

James Donoghue is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2012. He holds leadership roles outside of advising, including president and CEO of Insights by KJJD, which operates his Ameriprise team office. Donoghue is also involved in community service as a board member of the Clearwater Marine Aquarium and participates on local municipal advisory committees in Dunedin, FL. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Weaver is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James and its trust company division since 2011. Weaver is also a member of the Trust and Wealth Management Executive Committee of the Florida Bankers Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Jason Espinal is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America N.A., and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements alongside direct client offerings.

Douglas Hicks is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He serves as a member of the OHP Wealth Management Team, focusing on managing personalized and defined investment strategies on a discretionary basis. His professional background includes roles as a branch manager and financial advisor, bringing extensive industry experience to his current position. Mr. Hicks has 30 years of experience in financial services, with expertise in areas such as college education planning, executive compensation, family wealth management strategies, institutional investment consulting, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri. Raised in St. Petersburg, Mr. Hicks graduated from Shorecrest Preparatory School. Outside of his professional work, he participates in boating, fishing, golfing, and tennis.