Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at several notable firms, including Morgan Stanley and The Ayco Company, a Goldman Sachs affiliate. Anderson holds Series 63 and Series 65 licenses and is based in St. Petersburg, Florida. 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 services.

Christopher Scharnow is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently based in St. Petersburg, Florida. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation and SIMPLE IRA Employer Advisory & Consulting Services.

Cameron Cobb is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at 717 Parking Enterprises and has a background in education, having taught at the University of South Florida, Wharton High School, and Liberty Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements and various investment and planning strategies.

Amanda Atwood is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2017 and previously spent four years at Tory Burch. 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 for individuals and institutions.

Benjamin Bristol is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he was associated with Gradient Securities LLC and has held diverse roles at organizations including the University of North Dakota and MarineMax. Raymond James & Associates is a large firm that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Harring 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 2013. Outside of his advisory role, he owns an IT consulting business serving small medical offices. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Justin Brolin is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Your Boat Club and held various positions in local government and education. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Taylor Keiderling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley from 2018 to 2022 and at T. Rowe Price in 2017. Raymond James & Associates is a 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 services.

Maureen Atieno is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on partnering with clients to provide relevant tools and proactive guidance aimed at helping them gain and maintain confidence in their financial decisions. She emphasizes accountability and works alongside clients to support their financial well-being. Maureen's personal interests include fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Daniel Regner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Raymond James & Associates since 2016. 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 clients, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Lisan Burney is a financial advisor with LPL Enterprise LLC in Tampa, FL, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Prior to joining LPL Enterprise, Burney gained experience at Prudential Advisors and First Command firms. Outside of her advisory role, she serves on the board of Veterans of Foreign Wars Post 8116 and volunteers with the nonprofit Accelerate/Ascend Brevard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Paul Finocchiaro is a CFP® with 17 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at C2P Capital Advisory Group, Centrus Financial Strategies, Southshore Financial Planning, Truist Investment Services, Citigroup Global Markets, USAA Financial Planning Services, and Valic Financial Advisors. He is also involved in non-variable insurance activities. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Chase Mc Lendon is a financial advisor at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His previous roles include positions at Trinity Wealth Securities L.L.C and Florida Financial Advisors, and he has also worked outside finance at the American Automobile Association and Celine. 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, pension plans, corporations, and institutions. The firm employs non-discretionary planning and investment consulting tailored to client goals, using analytical tools and risk profiling, and supports municipal and public finance work through a municipal advisor affiliation.

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shane Workman is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, PSI Advisors, and LPL Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

David Kirk is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors since 2009. Kirk owns and operates Kirk Wealth Management LLC, which he uses for business purposes, managing the office's financial flows. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.