Eban Barnett is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process without offering individual security recommendations as part of standalone plans.

Monique Eatman is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 10 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Larry Ellis is a CFP®-certified financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 33 years of industry experience. He has been with Raymond James & Associates since 2007 and has owned Larry Ellis - Goldsmith, a fine jewelry sales and repair business, since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by research and a range of portfolio management strategies.

Chadd Eaton is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and T. Rowe Price Investment Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Dragana Zoric is a financial advisor at Merrill with a Series 66 designation and over 19 years of industry experience. She previously worked at Franklin Templeton Investments for nearly two decades and has held a position with Hilton Hotels since 2022. 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. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Hannah Metcalf is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked previously at AllianceBernstein Investments and Merrill. 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 and pension plans, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Camille Hernandez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 1999. 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, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Muhamed Resic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior experience includes five years at T. Rowe Price before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach that incorporates firm research and a variety of portfolio management styles.

Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jose Marrero Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. Raymond James & Associates 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jared Lohden is a Series 66 licensed financial advisor with 14 years of experience, currently with J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and also has prior experience at JPMorgan Chase Bank, N.A. outside of his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Todd Giere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has served at Next Financial Group Inc. since 2000 and joined LPL Financial in 2025. Outside of advisory work, Giere is a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from multiple sources.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. 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, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.

Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining LPL Financial, he worked at T Rowe Price, SagePoint Financial, and TransAmerica Financial Advisors among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Robert Matacchiero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Cetera Investment Advisers LLC since 2024, and he has been involved with Professional Insurance Systems of Florida since 1994. Outside of advising, Matacchiero serves as president of the board of directors for a condominium association and operates a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with discretionary and non-discretionary account management.

David Moffatt is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2022, following six years at Raymond James. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform, supporting a range of program structures and custodial relationships.

Kevon Musgrove is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Keybridge Wealth Management and Florida Financial Advisors. He is also associated with CN Wealth Management/Keybridge Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains a municipal advisory affiliation that supports public-finance work.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Linda Read is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Tampa, FL, where she has worked since 2010. Her prior experience includes a three-year period at Juice Plus. Outside of financial advising, she serves as a board member for HCA Florida Trinity Hospital. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio strategies supported by both in-house and third-party research.