Marc Seaverson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Diane Taylor is a CFP® with 31 years of industry experience, currently advising clients at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as trustee for multiple family and estate trusts and owns Susampad, Inc., reflecting involvement in estate planning and investment-related activities outside her advisory role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include complex and specialized financial needs.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary services.

Paul Cockman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Honor Rodgers is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2017, following eight years at Alliance Commercial Group. Rodgers serves as a trustee for a family investment trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Sean Farrell is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2017, following a one-year tenure at Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Stephen Echevarria is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at West Marine and held various positions including roles in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Robert Atwood is a financial advisor with Raymond James & Associates, holding a Series 66 credential and nine years of industry experience. His career includes multiple roles at Raymond James & Associates, as well as positions at Pershing LLC and American Municipal SEC. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cooper Bennett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at ADP, Benicomp Health Solutions, BlueGrace Logistics, CRG Campfit, the University of Tampa, Martha's Vineyard Regional High School, and Wheel Happy Bicycle Shops. 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 a range of financial planning and investment consulting services with a non-discretionary approach.

Darby Duncan is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in simplifying clients' financial lives through advice-based investment and planning guidance. He leverages over 18 years of prior banking experience to provide a unique perspective on managing both sides of a client's balance sheet, aiming to meet long-term financial goals. His expertise encompasses asset management, financial planning, and liability management, including access to securities-based lending, residential and commercial financing, and ultra-high-net-worth custom and structured lending through Bank of America. Darby attended the University of Florida and Auburn University, earning a Bachelor of Science degree in Finance from Auburn. Born and raised in Tampa Bay, he returned to the area following graduation to build his career. He has a Personal Investment Advisor designation and has been involved with Bank of America since 1997, serving in various roles including Premier Banking, branch management, and wealth management banking leadership. Darby is involved in the community through his role on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, a cause personally significant to him as a parent of a child with type one diabetes. He lives in Tampa with his wife, Dianne, and has two adult children who have both returned to Tampa after graduating from Auburn University.

David Schur is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside his advisory role, Schur serves as an inspector for the Hillsborough County Supervisor of Elections and acts as treasurer for the Economic Club of Tampa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,700 advisors, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Douglas Jarrard is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with five years of industry experience. His work history includes multiple roles within Morgan Stanley and Morgan Stanley Private Bank. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Jordan Goodrick is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked for Wayne Hummer Investments for 16 years before joining LPL Financial in 2025. He holds Series 63 and Series 65 licenses. 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, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2002 and also worked at DoorDash from 2022 to 2024. Outside of his advisory role, he assists as an owner of Am Happ LLC, a business operated primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that rely on tailored, non-discretionary advice supported by comprehensive research and a variety of portfolio management strategies.

Jack Kirkland Jr. is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2021, he worked at CBIZ MHM, LLC for 11 years. Outside of his advisory role, he serves on several committees for the Tampa Bay Performing Arts Center and is chairman of the Tampa Bay Performing Arts Center Foundation Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brenda Ehrke is a financial advisor at Edward Jones in Largo, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a partner in a shaved ice and dessert franchise called Vampire Penguin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Natalie Knaus is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at The Vanguard Group and work related to housing and community development, as well as academic roles at Drexel University Thomas R. Kline School of Law. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Austin Orentlich is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. His career includes roles at Thrivent Financial and periods of self-employment. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs to tailor investment solutions.

Thomas Quinn is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Quinn is also a part-owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include retirement, education, risk, wealth-transfer, and specialized planning areas. The firm offers tailored recommendations using proprietary research and planning tools, with flexible implementation options across brokerage and advisory programs.