Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Thompson is a Certified Financial Planner® at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors for Fourth Street Condominiums and has involvement in a family-operated Smoothie King franchise. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jacob Shupe is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes roles at GFA Financial and TFNN, and he has served as a registered assistant in an investment-related LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory, and third-party managed account solutions.

Michelle Lynch Zebra is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, with seven years of industry experience. She has been with Raymond James & Associates since 2004. Lynch serves as Treasurer and Board Member of the USF Foundations Board of Directors, assisting with fundraising and administration of private gifts to support the university’s teaching, research, and public service activities. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Mark Hofle is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Brian Heitler is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also involved in privately held investment-related businesses, including full ownership of Heitler Financial Services, Inc. and partial ownership of Egan Heitler, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas using proprietary research and tools, with client choice in implementation through various brokerage and advisory programs.

Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing Services LLC. Cynthia is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually 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 serves a diverse client base that includes individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Robert Welsby is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Charles Schwab & Co., Inc. and USAA Financial Advisors. Outside of finance, he is a part-owner of 5th Dimension Dance Center, LLC, where he assists with bookkeeping and event scheduling. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser offering wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and utilizes an extensive affiliate network that supports integrated custody, product sourcing, and public finance services.

Scott Heyer is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Joseph Cerreta is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting through non-discretionary financial advice and a range of affiliated resources.

Matthew Tomich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 15 years. Tomich is also president and owner of Blue Aries LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing model portfolios, research, and technology-driven strategies.

Mark Wolf is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. His career includes prior roles at Ash Brokerage and Raymond James Financial. He is also involved in two business entities related to tax and investment purposes in Florida. 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, offering a range of advisory programs, financial planning, and brokerage services.

Rebekah Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Raymond James & Associates since 2019, with prior experience at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.

Lianne Weber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates and its related entities since 2009. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains a notable presence in public finance and municipal advisory services.

Mei Jing Edgerton is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has been affiliated with various Raymond James entities since 2017. Prior to her advisory role, she worked at Solid Rock Community School for three years. Raymond James & Associates is a broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a diverse client base including individuals, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting through comprehensive analytical tools and firm-sponsored programs, with notable expertise in municipal and public finance.

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual, among others. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Alexander Armenta is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, previously serving as an Investment Consultant from 2023 to 2025, a Workplace Planning Consultant from 2020 to 2023, and a Treasury Operations Associate from 2019 to 2020. In his current capacity, Alexander works alongside clients to provide analysis and implement financial plans aligned with their time horizons and investment objectives. Throughout his tenure at Fidelity, Alexander has focused on delivering a thoughtful client experience by leveraging the firm's resources. He emphasizes passion, professionalism, and organization in his approach to financial consulting. Outside of his professional work, Alexander enjoys baseball, football, motorcycles, outdoor adventures, and spending time with his pets.

Corbin Kitzinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with an emphasis on tailored financial plans and investment recommendations developed through client interviews and risk profiling.

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes ten years at Wells Fargo Clearing and prior roles within Wells Fargo Advisors and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance clients.