Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shane Workman is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Bank of America, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, PSI Advisors, LLC, and LPL Financial LLC. 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 strategies for a variety of individual and institutional clients, utilizing internal and third‑party investment approaches.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

David Kirk is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors since 2009. Kirk owns and operates Kirk Wealth Management LLC, which he uses for business purposes, managing the office's financial flows. Raymond James Financial Services Advisors 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 supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tracey Manzi is a CFA® charterholder with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2021. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and Cammack LaRhette Advisors, LLC. 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, charitable organizations, and government entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and wrap-fee programs.

Brenton Matzek is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Aaron Sanchez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each before joining Raymond James. Raymond James & Associates, Inc. is a 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jessica Navas is a Series 66-licensed financial advisor with Edward Jones, based in St. Petersburg, FL, and has one year of industry experience. She has been with Edward Jones since 2024. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Hernandez is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Walsh is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Based in St. Petersburg, FL, he works within a large institutional firm known for integrating brokerage and advisory services. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Matthew Todd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Todd serves as a director for the Old Dominion University Athletic Foundation, where he is involved in setting and implementing strategy. 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, institutions, charitable organizations, and government entities, offering financial planning and consulting services with various portfolio management styles.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

Christine Urban is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

James Mussio Jr. is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade for 14 years. Outside of his advisory role, he is co-owner of Desert Sage Records LLC, where he is involved in creative writing, including poems, music lyrics, and scripts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and access to both non-discretionary and discretionary investment options.

Paul Renedo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephen Stapp is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both internal and third-party managers.