Diane Taylor is a CFP® credentialed financial advisor with over 31 years of industry experience. She is currently with Wells Fargo Advisors, having worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory work, she serves as trustee for several family trusts and owns a private entity focused on estate planning for family trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, delivering tailored recommendations across a range of specialized planning areas.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. 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, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Sean Farrell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2017, following a one-year tenure at Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Stephen Echevarria is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at West Marine and held various positions including roles in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Robert Atwood is a financial advisor with Raymond James & Associates, holding a Series 66 credential and nine years of industry experience. His career includes multiple roles at Raymond James & Associates, as well as positions at Pershing LLC and American Municipal SEC. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cooper Bennett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at ADP, Benicomp Health Solutions, BlueGrace Logistics, CRG Campfit, the University of Tampa, Martha's Vineyard Regional High School, and Wheel Happy Bicycle Shops. 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, institutional clients, and charitable organizations, offering a range of financial planning and investment consulting services with a non-discretionary approach.

David Schur is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside his advisory role, Schur serves as an inspector for the Hillsborough County Supervisor of Elections and acts as treasurer for the Economic Club of Tampa. 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 through a national network of more than 23,700 advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Douglas Jarrard is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with five years of industry experience. His work history includes multiple roles within Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Jordan Goodrick is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at Wayne Hummer Investments for 16 years and held roles at Citigroup Global Markets and Citicorp Investment Services. 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 financial planning and investment management services, including model portfolios and institutional platforms, supported by advanced operational and research tools.

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2002 and also worked at DoorDash from 2022 to 2024. Outside of his advisory role, he assists as an owner of Am Happ LLC, a business operated primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that rely on tailored, non-discretionary advice supported by comprehensive research and a variety of portfolio management strategies.

Brett Sheppard is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience at Regions Bank and several other organizations. Outside of his advisory role, he is co-owner of Le Sheppard Photography, a photography business operated with his spouse. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. 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, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

John Ciko III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes multiple tenures at LPL Financial, as well as positions at Invest Financial Corporation and Gunnallen Financial, Inc. Outside of his advisory work, he has a non-investment business entity, Blue Sky Ventures 6173, Inc. 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.

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Natalie Knaus is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at The Vanguard Group and work related to housing and community development, as well as academic roles at Drexel University Thomas R. Kline School of Law. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Joni Borawski is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, PNC Wealth Management, Merrill, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and delivering model portfolios.

Austin Orentlich is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. His career includes roles at Thrivent Financial and periods of self-employment. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs to tailor investment solutions.

Jeffrey Smith is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outlook models.

David Figari is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Figari also has experience with Dragonturtle Ideas, LLC, where he was involved from 2017 to 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Christopher Spurgeon is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 25 years of industry experience, all of which have been with Raymond James & Associates since 2000. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.