Kevin Moriarty is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He previously worked at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, Moriarty is a member of the finance committee at Anona United Methodist Church. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Katherine Hagan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has worked extensively within Raymond James-affiliated entities since 2016 and also spent time at Principal Financial. Based in St. Petersburg, FL, she currently serves clients through Raymond James & Associates. 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 wide range of clients including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services supported by extensive research and various portfolio management strategies.

Silas Wieczorek is a Series 65 registered advisor with Raymond James & Associates in St. Petersburg, FL, bringing three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning and investment consulting through various advisory programs with a non-discretionary approach.

Jamie Juncosa is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Morgan Stanley entities since 2013, including the Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques to assist clients, who are responsible for implementing and updating their plans.

Annie Campbell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having seven years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2020 and has been with Raymond James & Associates since 2018, previously working at Raymond James Tax Credit Funds, Inc. from 2015 to 2018. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Caroline Cziesla is a CFP® professional with 12 years of experience in financial planning and investment management. She is the owner of American Dream, an independent advisory firm based in St. Petersburg, FL, and has prior experience at Ernst & Young and Intuit Inc. In addition to her advisory work, she owns and operates Esla & Co., a tax preparation and accounting practice. American Dream is a registered investment adviser providing financial planning and investment management services.

Michael Mckee is a CFA® charterholder with 27 years of industry experience. He is the sole advisor at MAC Investment Management, an independent firm based in Saint Petersburg, FL. His work history includes roles at MAC Investment Management since 2009 and MAC Energy Investments since 2011. MAC Investment Management serves clients through personalized investment strategies tailored to individual needs.

Dan Edwards is a financial advisor at Prism Fund Solutions, Inc. in St. Petersburg, FL, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prism Fund Solutions since 2002. Prism Fund Solutions is an independent firm.

Maria Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with Freedom Financial & Business Planning, LLC since 2009. Freedom Financial & Business Planning, LLC is an independent firm focused on providing personalized financial and business planning services.

Belinda Sheffield is a financial advisor at Asset Advisory Group, Inc. in St. Petersburg, FL, with 28 years of industry experience. She holds the Series 63 designation and has been with Asset Advisory Group since 1990. Asset Advisory Group, Inc. is an independent firm serving clients with personalized financial advisory services.