Alysa Reinoehl is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Saint Petersburg, FL. She has been with various Raymond James entities since 2015. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals, and it is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Edward Hennessey is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes seven years at Allianz Life Insurance Company of North America and two years at Sammons Financial Network. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi-billion dollar asset base and offers proprietary model strategies as well as access to third-party advisers.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Marc Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His career includes roles at Longview Wealth Advisors, Thomas Berry, and Waddell & Reed, Inc. Outside of advising, he has been involved in voiceover work through Marc Walker Voiceovers. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Felipe Machado is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with athletes, families, and business owners to develop personalized wealth management strategies. His approach focuses on creating solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and investment goals, helping them achieve financial stability and long-term objectives. Felipe joined Merrill Lynch Wealth Management in early 2020 and holds FINRA Series 7 and Series 66 registrations. Felipe earned both his Bachelor of Arts in Business Administration and Master of Science in Business Analytics from Lincoln Memorial University. Before pursuing higher education, he played professional soccer in Brazil with Botafogo Futebol SA and continued his soccer career while attending university in the United States. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Felipe is fluent in English, Portuguese, and Spanish. Outside of his professional role, Felipe is involved with the St. Pete Raiders community. He enjoys basketball, running marathons, soccer, surfing, reading, and spending quality time with his wife and their three Australian Shepherds.

Carlos Penaherrera is a financial advisor with Merrill in Largo, FL, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has been with Merrill since 2013 and concurrently associated with Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Javier Vilarchao is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and First Command Financial Planning. He also served in the United States Air Force from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Adrienne Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Wells Fargo bank and Fidelity Investments among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Hendricks is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2017. His prior experience includes roles at PRO Unlimited, Kelly Services, Northwestern Mutual, and the University of Florida. Raymond James & Associates is a large 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Susan Fritsch is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and Ameriprise from 2005 to 2010. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jilian Kolesa is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Outside of her advisory role, she creates and sells vacation itineraries through a business called outoftheofficetoday. 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 variety of portfolio management styles and affiliated research.

Eugene Charles is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at AGW Capital Advisors, Lion Street Advisors, Cassidy & Company, and USAA Financial Services. 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 solutions, supported by a nationwide network of advisors and a broad range of portfolio management strategies.

Alison Painter is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. She is currently with Cetera, having also worked at Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, Painter is the managing member of an outboard motor sales business and provides trustee services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services. The firm supports both discretionary and non-discretionary accounts and features access to in-house and third-party managers.

Jarott Jaskolka is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and bringing 25 years of industry experience. He previously worked at Ameriprise for 26 years before joining LPL Financial in 2026. Outside of his advisory role, he owns Jarott Christian, LLC, a business used for managing his business-related expenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Joshua Gray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes various roles prior to joining Fidelity, including positions at Towne Park and the University of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

William Spriggs is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Sterling Financial Services, Inc. Outside of his advisory work, he has been involved in outside sales activities. OSAIC serves a wide range of clients, including individual investors, retirement plans, charities, and corporate entities. The firm offers brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Jeremy Devin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Wise (TransferWise), as well as over a decade as a self-employed professional. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting services primarily on a non-discretionary basis with diverse portfolio management options and a notable municipal advisory practice.

Alex Muscati III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with XELA Ventures, LLC, an entity established for real estate development purposes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment committee inputs.

Ryan Barker is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 21 years before joining Raymond James & Associates in 2019. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Jesse Bernhardt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliated entities continuously since 2014. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.