Keith Parrish is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over one year of industry experience. He previously worked at Dynasty Financial Partners and spent several years as a caretaker for an ill family member. 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 clients, and charitable organizations, offering financial planning and consulting through various specialized programs and an affiliated network of portfolio managers and research resources.

Dean Pippio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2003. 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 investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Martin Mulligan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at OSAIC, Payant Wealth Management Group, Sagepoint Financial, and FSC Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked for UBS Financial Services Inc. for 16 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alyssa Bui is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to her finance career, she worked at Beachwood BBQ and Brewing and at California State University, Long Beach. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and relationships with investment companies and private funds.

Billy Slater is a financial advisor with Wells Fargo Clearing in Hudson, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with a long tenure at Wachovia Bank, N.A. beginning in 2002. Outside of his advisory role, he is a part-owner and rent collector of a rental property in Fort Pierce, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and manages a rental property in St. Petersburg, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

William Graddy III is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked six years at Stream Realty Partners and spent four years at the University of Florida. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning using firm-approved tools and programs, including specialized services such as Divorce Planning and employer-sponsored planning.

Eric Parker is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Brooke Bitzer is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, holding approximately two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and has held various roles in the hospitality and service sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages substantial client assets and delivers services both directly and through employer-based corporate agreements.

Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life. He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.

John Faircloth Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of a condominium association in Belleair Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Logan Wolf is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been associated with Bluewater Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by proprietary research and third-party subadvisors.

Evan Rush is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and T. Rowe Price Investment Services. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Garrett Ganey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following three years at Bank of America, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

David Channer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Morgan Stanley and has held various roles in marketing, community outreach, and youth sports organizations. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Jill Kelly is a CFP® professional with 34 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anita Lemon is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.