Michael Chapman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley since 2018, Merrill from 2019 to 2020, and earlier work at Gentle Giant Moving and Storage Co and Saint Anselm College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Austin Brown is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, with prior experience at Source4Teachers and the University of Maine. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice aligned with client goals, and it supports municipal and public finance services through a unique municipal advisor affiliation.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

William Drew III is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Smith Barney for 10 years and Citigroup Global Markets for 24 years. 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, charitable organizations, and governmental entities, offering financial planning and investment consulting through a variety of services and portfolio management styles.

Tracy Murdoch is a Series 66 credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets in St. Petersburg, FL. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Matthew Mehltretter is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009 and has over 27 years of experience in non-variable insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Conner Cole is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial industry, he has worked in various hospitality and education roles. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, and both advisory and brokerage products through an integrated platform.

Justin Maynard is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with two years of industry experience. Prior to joining Raymond James, he spent nine years in full-time education. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

John Amick is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets beginning in 1983. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and proprietary tools, offering various investment services without individual security recommendations in standalone plans.

Lauren Ahern is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and has been with Raymond James affiliates since 2014. Outside of her advisory role, she serves as Treasurer and board officer for The Madison at St. Pete I COA, Inc., overseeing budget and financial reporting. 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 services with a range of portfolio management styles and affiliated research options.

James Spicer is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 designations and over 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Merrill. He is also involved in other business activities through James B. Spicer LLC and Blackheath Partners. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

Paul Caan is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Tyler Mc Call is a financial advisor with Raymond James & Associates holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked in various capacities at Raymond James since 2017 and briefly at Clayton Holding LLC prior to that. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Kuczynski is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Caroline Drew is a financial advisor at Raymond James & Associates with a Series 66 credential and has been in the industry since 2025. Prior to her advisory role, she has worked at Foundation Risk Partners and held various positions outside finance, including in hospitality at Sandbox Beach Grill and Francos Pizza and Pasta. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Grace Austin is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James Financial Services, Inc. since 2004. Outside of her financial career, she has been involved with S.R.G. Amy's Hallmark since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decisions.

Douglas Brigman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. 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 fiduciary services.

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services and T. Rowe Price Investment Services for 14 to 16 years. He is based in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting with an emphasis on tailored plans supported by firm research, multiple portfolio management styles, and municipal advisory services.