Kevin Koss is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 65 designation and has worked at Raymond James since 2019, following a four-year tenure at Aviance Capital Management, LLC. 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 sponsors wrap fee advisory programs.

Jonathan Boslooper is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL. He holds the ChFC® designation as well as Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he spent five years at Royal Alliance Associates, Inc. and 39 years at Signator Investors, Inc. Boslooper is involved in insurance brokerage and securities sales through his other business activities with Signature Financial Solutions LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at CITIGROUP for 11 years. Foster was the owner of E2E Blockchains LLC, where he served as an advisor and provided speaking engagements. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm offers wealth advisory planning and investment consulting to individuals, institutions, and public entities, delivering recommendations on a non-discretionary basis supported by an extensive affiliate network and specialized capabilities in municipal and public finance.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James & Associates since 2010, with a two-year tenure at T. Rowe Price from 2017 to 2019. 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, supporting both discretionary and non-discretionary advisory relationships.

Alec Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cetera and its affiliate firms since 2023 and has prior experience in logistics and lending sectors. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018. Bergmann is also involved with Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, offering a range of planning and consulting services on a non-discretionary basis.

Theresa Bursey is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2012 to 2022. 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, with a range of advisory programs that include institutional consulting and municipal finance services.

William Longest is a CFP® and ChFC® with nine years of industry experience. He has worked at Raymond James Financial and its affiliates since 2019 and previously held roles at Bank of America and Merrill Lynch. Longest has also maintained a self-employed advisory practice since 2013. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to wrap fee programs, sub-advisers, model managers, and municipal advisory services.

Michael Murray is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he is a licensed fixed insurance products agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

John Macpherson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James for 20 years. Outside of his advisory role, he assists with his family's flower and gift business on weekends. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporations, charities, and government clients, offering both retail and institutional services including public finance and municipal work.

Keith Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee and co-trustee for a trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes firm-approved tools and scenario modeling.

Naomi Abrams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2017. Outside of her advisory role, she serves as a personal representative for her mother and occasionally assists with administrative tasks for a family-owned business held under a trust. 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, with a notable focus on municipal clients and institutional consulting.

Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Raymond James & Associates since 1988. 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 wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

Noah Chaberek is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Murphy's Taproom and Carriage House and has served as a marketing specialist and advertising professional in a general contracting and roofing business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Laurie Flynn is a Series 66 licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured planning tools and comprehensive market analysis while managing approximately $2.74 trillion in client assets.

Daniel Bare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at T Rowe Price from 2013 to 2018 before joining Raymond James in 2018. Outside of his advisory role, he owns a retail arbitrage business focused on online sales. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Hunter Burnette is a CFP® professional with three years of industry experience, currently with Raymond James & Associates. He previously worked at Jaffe Tilchin Investment Partners and has experience in roles outside finance, including at the University of South Florida and Gaylord Palms Resort and Convention Center. Raymond James & Associates, Inc. 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 through various programs, serving a diverse client base that includes individuals, institutions, and government entities.

Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. Raymond James & Associates provides financial planning and investment consulting services 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, as well as institutional consulting and municipal finance capabilities.

Linda Bauer is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 66 credentials. She has 27 years of industry experience and has been with LPL Financial since 2010. Outside of her advisory role, she works as a support coach for Emergency Support Providers. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Colin Castro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Co, the IRONMAN Foundation, YMCA of Greater Louisville, and academic positions at the University of Louisville and Webber International University. Outside of advisory work, he is involved in insurance brokerage focusing on life, disability, long-term care, fixed annuities, and health products. 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 provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative processes using advanced analytical tools.