George Chiariello is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with various Raymond James entities since 2007. Chiariello is reactivating a dormant real estate license for potential personal real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Kevin Mallon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Fannie Mae and has experience in retail and education sectors. Raymond James & Associates, Inc. is a large 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

John Valencia is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has experience in mortgage and logistics firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Kim Jenson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Raymond James in 2017, Jenson worked at UBS Financial Services from 2010 to 2017. Raymond James & Associates is a large 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 services primarily on a non-discretionary basis.

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 eight years of industry experience. She has worked across multiple Raymond James entities since 2015, including Raymond James Financial Services, Inc. and Raymond James Tax Credit Funds, Inc. 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 specialized municipal advisory services.

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.