Daniel Petre is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having nine years of industry experience. He has worked at Raymond James Financial Services since 2017 and at Raymond James Financial Services Advisors since 2021. Prior to his advisory career, he was employed at the FAA from 2016 to 2017. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Kortenhaus is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously worked at the University of South Florida and has been involved with the St Petersburg Yacht Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeffrey Kutchmire is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Cetera since 2019. Prior to joining Cetera, he worked at Foresters Financial for 30 years. He is also a 25% owner of the John Kutchmire Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Kenneth Ogden is a financial advisor with Merrill based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and is also associated with Bank of America, N.A. since 2003. Outside of his advisory role, Ogden is involved as a musician and DJ and serves on the Board of Directors for the Winter Haven Soccer Club. Merrill, together 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 tailored to individuals, high-net-worth clients, and institutional investors.

Barry Cantrell II is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Stephen Platt is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Raymond James Financial Services and Raymond James & Associates since 2016, as well as a one-year tenure at Edward Jones. Outside of his advisory work, he hosts a small podcast called Know It Some that is exploring advertising opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals and supports advisory programs and institutional consulting with tools including risk profiling and outcome modeling.

Nicholas Pearson is a financial advisor at Cetera with Series 66 credentials and approximately one year of industry experience. His prior experience includes roles at Generations Tax and Wealth Management and work at Christopher Newport University. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with diverse program options.

John Arroyo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at E*Trade Securities LLC and involvement with Oneblood and The Columbia Restaurant Group. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ardon Currie is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and having six years of industry experience. He previously worked at Franklin Templeton Investments for one year before joining Raymond James & Associates in 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His career includes prior roles at LPL Financial LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting supported by a nationwide network of advisers.

Armando Elias is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley and J.P. Morgan Chase. Outside of finance, he has experience working in the fitness industry and education. 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 investment consulting through various specialized programs.

Brandy Hoiler is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team supporting advisors in delivering these recommendations.

Joseph Mccoy is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked previously at American Broadband, Yark Automotive, and the University of Tampa. His business activities include a role as a financial professional involved in insurance-related services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.