Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Antonio Witherspoon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Raymond James and its affiliates since 2006. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary financial planning and access to firm-sponsored wrap fee programs and institutional consulting services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bartley Bates is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of advisory work, he is involved with Wrap It Up Pilings, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of financial products.

Diane Eshelman is a CFP® and ChFC® with 25 years of industry experience. She worked at Raymond James & Associates for 26 years before joining LPL Financial, where she has been since 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, research, and various technology tools to support diversified investment strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is involved with the West Largo Congregation of Jehovah's Witnesses Inc. Raymond James & Associates offers 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 provides institutional consulting and sponsors wrap fee advisory programs.

Aaron Cross is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Donlan Wealth Management, LLC and The Investment Center, Inc., among other firms. Outside of his advisory roles, he is involved with Donlan Wealth Management as a registered business entity associated with his LPL activities. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Heitz is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles at Uber and Lowe's Home Improvement. Outside of finance, Heitz is the owner and operator of MZ Dance Company LLC, a dance studio in Clearwater, Florida. Matthew works with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Based in St. Petersburg, FL, his career has been focused within the firm. 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 supported by firm research and planning tools, with a notable presence in public finance and municipal work.

Ken Tsukiyama is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has been with various Raymond James entities since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, using detailed client assessments and firm research to tailor recommendations and support implementation through multiple account types and outside managers.

John Swinson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models but generally does not include individual security recommendations in standalone plans.

Halle Besler is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Her work history includes roles at the University of Florida and various educational institutions before joining Raymond James. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice through a non-discretionary approach supported by extensive affiliate networks.

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

David Scigliuto is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. He operates an independent support company, David A Scigliuto Wealth Management, where he holds multiple officer roles. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 1990. Thornton serves on the advisory board of Citywire, contributing to content organization for conferences and roundtable discussions. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Matthew Presy is a CFP®-designated financial advisor with Raymond James & Associates, based in St. Petersburg, FL. He has 12 years of industry experience and has been with Raymond James & Associates since 2010. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, supported by a broad affiliate network and specialized capabilities in municipal and public finance.

Michael Costello is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience at Achieva Credit Union and the Pinellas County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable accounts, and institutional investors. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options including model portfolios, third-party managers, and bespoke strategies.

Raymond Pratt III is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2018 and previously worked at Edward Jones from 2014 to 2018. He holds a Series 65 designation and is based in St. Petersburg, Florida. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal services.