Ajdal Astarabadi is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a board member and officer of the RC Jet Club of SW Florida, a recreational organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 offers both direct and corporate-sponsored financial planning services.

Logan Fairbanks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance business through The Bailey Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Michael Kostrub is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a broad 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 both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

John Reynolds is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2015. He focuses on integrating clients' banking needs with their wealth strategies to ensure all aspects of their financial lives align with their goals. John's client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Raised in Tampa, John attended Jesuit High School and earned a Bachelor of Science degree in Management from the University of Tampa. He holds the Professional Investment Advisor (PIA) designation. John resides in Tampa with his wife and three sons. Outside of work, he enjoys boating, fishing, and spending time with his family.

Jorge Recio is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include six years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. He is based in St. Petersburg, Florida. 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 and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and a broad affiliate network.

Myphuong Newsome is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked at Raymond James and its affiliates since 2018 and previously spent three years at T. Rowe Price. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and includes specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Thomas Walter is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles from Financial Representative to Financial Consultant before his current role. Prior to Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2005 to 2007 and completed an internship at Morgan Stanley Smith Barney from 2001 to 2003. His professional experience spans over a decade and a half in financial consulting, with a focus on assisting families with their financial needs and goals. Thomas holds a California Insurance License, supporting his advisory capabilities. Growing up in Naperville, Thomas began investing in the stock market from a young age, using funds earned caddying during summers starting in eighth grade. This early experience influenced his career path and commitment to helping clients achieve their financial objectives.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James in various capacities since 2017 and has prior experience at Apple, Inc. Outside of his advisory work, Rydell is the president and owner of DBON, LLC, a business unrelated to investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers non-discretionary, customized advisory solutions and has specialized programs for small businesses and public finance clients.

Jill French is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2011. She has 20 years of industry experience. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Antonio Witherspoon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Raymond James and its affiliates since 2006. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary financial planning and access to firm-sponsored wrap fee programs and institutional consulting services.

Bartley Bates is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of advisory work, he is involved with Wrap It Up Pilings, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of financial products.

Diane Eshelman is a CFP® and ChFC® with 25 years of industry experience. She worked at Raymond James & Associates for 26 years before joining LPL Financial, where she has been since 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, research, and various technology tools to support diversified investment strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is involved with the West Largo Congregation of Jehovah's Witnesses Inc. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Aaron Cross is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Donlan Wealth Management, LLC and The Investment Center, Inc., among other firms. Outside of his advisory roles, he is involved with Donlan Wealth Management as a registered business entity associated with his LPL activities. 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, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Heitz is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles at Uber and Lowe's Home Improvement. Outside of finance, Heitz is the owner and operator of MZ Dance Company LLC, a dance studio in Clearwater, Florida. Matthew works with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Naomi Kaffke is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Her background includes roles outside of finance, such as work with Cameron Mitchell Restaurants, Streetlight Taco Henderson, and Gourmet Marche. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Based in St. Petersburg, FL, his career has been focused within the firm. Raymond James & Associates provides financial planning and investment consulting services 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 supported by firm research and planning tools, with a notable presence in public finance and municipal work.