Moriah Webb is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill and the Florida State University Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Grace Bernhardt is a financial advisor at Raymond James & Associates with six years of industry experience. She previously worked at Carillon Fund Distributors, Inc. and has been with Raymond James in various capacities since 2015. Bernhardt holds the Series 66 designation and is based in St. Petersburg, FL. 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 public finance services, combining investment advisory with affiliated financing capabilities.

John Seward is a Series 65-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation. He is also involved in accounting and tax services through his ownership of Bayshore Advisory Services and Roberts, Seward & Company, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by in-house and third-party research.

Ian Kane is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and T. Rowe Price. Outside of finance, he was involved with Clearwater Watersports for five years. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Heide Deluca is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles in real estate and property management, as well as operating her own investment-related businesses. She is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Julian Johnson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Citigroup, JPMorgan Chase Bank, JPMorgan Securities, and City Securities Corporation. 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, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Paul Manfrey is a financial advisor with Raymond James & Associates, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Raymond James. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Gregory Walters is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, including six years in his current role. Outside of advising, he is involved in a luxury shoe design startup and manages a business ownership entity related to a former Ameriprise Financial franchise. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Willem Marx is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Marx volunteers as a soccer coach at First Baptist Church of Indian Rocks in Largo, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shane Frye is a financial advisor with Edward Jones in Tarpon Springs, Florida, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including with Chem Dry of Nashville and in home energy insulation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 advisors.

Michael Min is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2023. His background includes positions outside of finance, such as roles at Louis Vuitton and Infusion Coffee & Tea. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Fidelity Investments and Marriott. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through a range of implementation options supported by firm research and an extensive affiliate network.

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Edward Jones and Bowden's. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, institutions, and government entities through comprehensive planning and investment consulting services.

Eric Harter is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on client risk profiles and firm research, with a notable focus on non-discretionary advisory services.

Jennifer Rico is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 credential and has worked at Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Marley is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2014, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports & entertainment planning.

Christopher Butler is a CFA® charterholder with 23 years of industry experience, currently serving at Raymond James & Associates since 2002. He is based in St. Petersburg, FL. Butler is involved with Big Brothers Big Sisters of Tampa Bay, where he has served on the board since 2018 and is the incoming Board Chair beginning in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities, focusing on non-discretionary advice supported by a broad affiliate network and specialized municipal finance capabilities.

David Tomberlin is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price Investment Services. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and acts as the Gala Logistics Chair. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Charlene Thibeault is a financial advisor with Ameriprise who holds Series 63 and Series 65 registrations and has 19 years of industry experience. She previously worked with Ameriprise Financial Services, Inc. and its affiliates from 2007 through 2026 before joining Rise Private Wealth Management. Thibeault is co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Hunter Timmons is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has been with Raymond James since 2024 and has prior experience working in various roles including positions at Liberty University and S.C. Thomas & Associates, CPA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 advisors. The firm serves a broad client base including individuals, institutions, and government entities, providing comprehensive wealth advisory planning and investment consulting through non-discretionary engagement.