Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

Christopher Frye is a financial advisor at Thrivent Investment Management in Clearwater, FL, holding a Series 66 designation with four years of industry experience. He previously worked at MetLife Inc. for nine years before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, estate, and tax planning, delivered as either one-time or ongoing engagements without discretionary trading authority.

Danyell Munassi is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and nine years of industry experience. She has been affiliated with Raymond James since 2016 and is the owner of MarketMeGuru, LLC, a marketing business. Munassi is also a partner in MD Allen, LLC, an entity involved in managing inherited real estate. 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 consulting with a range of portfolio management styles and affiliated research resources.

Peggy Cozine is a financial advisor with Cetera in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Cetera and affiliated entities since 2013 and also operates a tax planning and preparation business as an enrolled agent. Her additional activities include involvement in tax services separate from her investment advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Akemi Bove is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients in the Tampa Bay area. Since beginning her career in financial services in 1997, she has focused on helping clients pursue personal financial goals, including education planning, retirement income, legacy planning, and strategies for executives, business owners, families, and divorcees. Her approach involves working closely with clients to develop personalized financial strategies aimed at turning their objectives into reality. Akemi holds a Bachelor's degree from Kwansei Gakuin University in Japan and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, as well as the Personal Investment Advisor (PIA) credential. She is a member of the CFP Board of Standards, Inc. and brings expertise in investment management, retirement planning, concentrated stock strategies, and tax minimization to her practice. Outside of her professional work, Akemi volunteers with Volunteer Way in her local community. She resides in Pasco County with her husband and two daughters. Akemi speaks both English and Japanese, and her personal interests include cooking, gardening, music, and reading.

Matthew Hetrick is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and H. Beck, Inc. He is based in Palm Harbor, FL. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary accounts with over $256 billion in assets under management.

Josh Dunn is a CFP® certified financial advisor with 18 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He has held prior roles at PNC Investments and JPMorgan Securities LLC. Dunn is based in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and tailored investment consulting using risk profiling and modeling tools, and maintains unique affiliations and programs supporting municipal finance and employer retirement plans.

Michelle Evanich is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Raymond James & Associates since 2015. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Noel Sherry is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he is involved with The Non-Ordinary Therapy Group, which provides marriage and family therapy services. 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 representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing a range of portfolios and research resources.

James Donoghue is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2012. He holds leadership roles outside of advising, including president and CEO of Insights by KJJD, which operates his Ameriprise team office. Donoghue is also involved in community service as a board member of the Clearwater Marine Aquarium and participates on local municipal advisory committees in Dunedin, FL. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Weaver is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James and its trust company division since 2011. Weaver is also a member of the Trust and Wealth Management Executive Committee of the Florida Bankers Association. 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 services, supported by a nationwide adviser network and a range of portfolio management styles.

Jason Espinal is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and DoorDash. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Douglas Hicks is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He serves as a member of the OHP Wealth Management Team, focusing on managing personalized and defined investment strategies on a discretionary basis. His professional background includes roles as a branch manager and financial advisor, bringing extensive industry experience to his current position. Mr. Hicks has 30 years of experience in financial services, with expertise in areas such as college education planning, executive compensation, family wealth management strategies, institutional investment consulting, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri. Raised in St. Petersburg, Mr. Hicks graduated from Shorecrest Preparatory School. Outside of his professional work, he participates in boating, fishing, golfing, and tennis.

Paul Mahfouz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns and manages rental property in Wesley Chapel, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

Kevin Mason is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at INVEST Financial Corporation for 20 years before joining LPL Financial in 2018. Outside of his advisory role, Mason owns MB Consulting, LLC and Mason Tax Management, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Angela Wright is a CFP® and holds a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Edvards Repins is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Morgan Stanley, and Horizon Investments. 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, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Diane Taylor is a CFP® with 31 years of industry experience, currently advising clients at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as trustee for multiple family and estate trusts and owns Susampad, Inc., reflecting involvement in estate planning and investment-related activities outside her advisory role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include complex and specialized financial needs.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Paul Cockman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and J.J.B. Hilliard, W.L. Lyons, LLC. 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 range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.