Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ardon Currie is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, with prior experience at Franklin Templeton Investments. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His career includes prior roles at LPL Financial LLC, EF Legacy Securities, LLC, and Edelman Financial Services 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, and charitable organizations, offering financial planning, advisory programs, and institutional consulting supported by a nationwide network of advisers.

Armando Elias is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley and J.P. Morgan Chase. Outside of finance, he has experience working in the fitness industry and education. 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 investment consulting through various specialized programs.

Brandy Hoiler is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team supporting advisors in delivering these recommendations.

Joseph Mccoy is a Series 66 credentialed financial advisor with 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. He is based in St. Petersburg, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products including insurance.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at American Broadband and Yark Automotive, as well as academic experience at the University of Tampa. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over half a decade of experience in the financial industry. He works with clients to deliver a range of financial products and services, helping them pursue personal and family financial goals through tailored investment strategies and portfolio management. Maximillian's areas of expertise include executive compensation, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from the University of New Mexico and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Born and raised in Texas, Maximillian currently resides in Tampa, Florida. He is a member of Business Networking International and is involved in the Dunedin Stirling Soccer Club. Outside of work, he enjoys adventure sports, boating, camping, dancing, fishing, golfing, hunting, soccer, and spending time with his family.

Keith Kunzig is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Kunzig participates in local charity events and is recognized as a local celebrity Buccaneer fan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

Hyoung Kim is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Georgetown University, Rise Community Capital, and Burr & Forman, LLP. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm’s process uses structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Jared Barclay is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans. His role focuses on aligning financial strategies with clients' unique goals and aspirations. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, Jared worked as a Customer Service Specialist at TD Ameritrade from 2018 to 2019. Outside of his professional work, Jared has interests in baseball, fitness, football, and traveling.

Alaina Butler is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked with various Raymond James entities since 2019. Outside of finance, she was involved with True Grit Fit in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.