Jerome Hamlin is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Insight Global. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has five years of industry experience, having been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cade Williams is a Series 66-registered financial advisor with Charles Schwab in Tampa, FL, and has three years of industry experience. His prior work history includes roles at Charles Schwab Bank, Taylor and Williams, Belk, Inc, and Envision Credit Union. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

John Chan is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial situations, provide impactful analysis, and co-create financial plans aligned with their goals. He has been with Fidelity Investments since 2003, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, and more. John brings over a decade of experience helping affluent clients and their families across the country. His focus is on building relationships and designing financial strategies tailored to clients' unique life stages. Outside of his professional work, John enjoys biking, camping, family activities, running, swimming, and exploring culinary interests.

Dylan Barbieri is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to his current role, he was involved with Chromalloy and has a background that includes several years in full-time education and time at the Tallahassee Volleyball Academy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a blend of non-discretionary financial planning and access to discretionary managed accounts. The firm’s integrated platform combines advisory, brokerage, custody, and cash-sweep services with a multi-asset investment approach supported by the Schwab Center for Financial Research.

Chrisonda Mcdonald is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. from 2009 to the present. 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 entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Hunt is a financial advisor with LPL Financial in Clearwater, FL, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Before joining LPL Financial in 2018, he worked at INVEST Financial Corporation for nine years. 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 wide range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has held prior roles at Osaic Wealth, Payant Wealth Management Group, Sagepoint Financial, Washburn Capital Management, and Charles Schwab. Outside of advising, he is also a certified notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, managing over $819 billion in discretionary assets through a large network of advisors.

Jennifer Morales is a financial advisor at Equitable Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VALIC Financial Advisors and RBI. Outside of her advisory role, she volunteers as a Girl Scouts troop leader in Central Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions and offers ERISA fiduciary services for qualified plans.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he is a partner and owner in a single-family rental real estate business and serves as an authorized representative of a real estate investment company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with advisors providing tailored, generally non-discretionary advice supported by firm research and multiple portfolio management styles.

Wendy Cundari is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at Red Canoe Credit Union, CUNA Brokerage Services, and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Tochinskiy is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and joined LPL Enterprise in 2024. Outside of his advisory role, he serves as a notary public on an incidental, non-compensated basis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Jake Szymanski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previous work experience at Melting Pot of Buffalo, Route 78 Street Bar, and Panera Bread. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gizo Abuladze is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, National Securities Corporation, and various other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Andrew Lubash is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include 13 years at Invest Financial Corporation and ongoing partnerships with Prestige Employee Administrators and Financial Management Associates Ltd, where he is involved in professional employer services and employee benefits insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advisory representatives who utilize various model portfolios and customized strategies.

Tanner Helsel is a CFP® professional with four years of experience, currently with Raymond James & Associates. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Associated Bank. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, emphasizing tailored plans supported by proprietary research and model management options.

Anthony Badolato is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at E*TRADE Securities LLC, WestRock Pool and Spa, Kohl's, and the University of South Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, drawing on Global Investment Committee estimates and simulations to model outcomes.

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

Thomas Mc Donald Jr. is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at firms such as Morgan Stanley, NYLife Securities, and MassMutual Life Insurance. 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 clients. The firm provides tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals, while also offering municipal and public-finance advisory services.