Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Principal, Manderson worked at Michini Wealth Management and currently operates Manderson Wealth Strategies. Outside of advising, Manderson serves as a board member of the Safety Harbor Chamber of Commerce and is a member of the finance council at Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third‑party money managers through various advisory and promoter arrangements.

Christopher Smith is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has a background that includes 20 years of service in the U.S. Navy before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Frank Brawley is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 credential and has been with UBS since 2012. Outside of his advisory role, he is the managing member of Lake Elbert Investments, an LLC established to manage real estate fund investments that are now being wound down. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services supported by proprietary research and capital market insights.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Gregory Hauer is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL, he worked at Creighton University for four years. Outside of his advisory role, he is also the owner and attorney at Kairos Law Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. Raymond James & Associates 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 provides wealth advisory planning, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

Jay Hill is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career there in 2026. He previously worked at TCM Bank NA for 18 years and took a one-year break as a homemaker before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and extensive research tools.

Louis Bernstein is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages a broad range of client assets and delivers services through both direct client relationships and corporate agreements.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Brandon Bailey is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Kirk Cunningham is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he advises entrepreneurs and C-suite executives on managing their personal balance sheets, offering guidance on investments, credit, philanthropy, and estate planning services. Before joining Merrill, Kirk spent 12 years as an Investment Specialist at J.P. Morgan’s Private Bank, where he managed portfolios and provided investment solutions for clients. Prior to that, he held a similar position at Goldman Sachs & Co. Kirk holds a Bachelor’s degree from the University of Notre Dame and an M.B.A. in Finance with a focus on Investment Management from Indiana University. He has earned the Personal Investment Advisor (PIA) designation.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. 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 offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.

Brian Bernhardt is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He has an ownership interest in a non-investment-related business based in Aspen, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he referees high school soccer games for the Pinellas Soccer Officials Association and Largo United. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.

Jeffrey Myers is a financial advisor with Merrill based in Saint Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Bank of America since 1998, including his current role since 2015. Outside of his advisory work, he serves as President Elect and will serve as President of the South Sound Planned Giving Council, a charitable organization focused on education about planned giving. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brian Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2019, he worked at Kestra Financial Services and has operated the independent firm Webber & Messick, P.A. since 2006. Outside of his advisory work, he is involved in music as a part-time musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. Raymond James & Associates provides financial planning and investment consulting 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, supporting both non-discretionary advisory relationships and institutional consulting.