Alexander Sayers is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014, totaling 11 years of industry experience. He serves as treasurer for the Tampa Bay UT Alumni Chapter, overseeing financial arrangements and reporting for the nonprofit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Johnson is also involved in life insurance brokerage activities through several affiliated entities, including serving as president of Prove Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Peter Shaw is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Onemain Financial. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and operates through various advisory and brokerage services.

Michael Esposito is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2009 and has a long tenure at Bank of America dating back to 1994. Esposito holds Series 63 and Series 66 credentials. He serves on the boards of the Tampa Bay Chamber of Commerce and the Florida Aquarium, where he is involved in community business support and wildlife conservation efforts, respectively. Merrill, in conjunction 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 both model-based and discretionary strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Joshua Shappell is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and having one year of industry experience. His prior work includes roles at Primerica Financial Services, Payscale, Futuresense, LLC, and Royal Caribbean Cruises Ltd., among others. Outside of advisory activities, he is involved in sales related to loan products and home security referrals through affiliated companies. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its offerings.

Chad Kimble is a financial advisor with Raymond James & Associates holding CFP® and ChFC® designations, with 13 years of industry experience. His career includes prior roles at Equitable Advisors, Facet Wealth, and T. Rowe Price. 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Carboni is a financial advisor with Ameriprise in Clearwater, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise since 2009. Carboni is the owner of Michael James Carboni LLC, an entity he uses for managing practice-related expenses, and rents office space to other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic analysis.

Daniel Petre is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2017, following a brief tenure at the FAA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

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.

Barry Cantrell II is a financial advisor with Edelman Financial Engines in Tampa, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and has prior experience with The Mutual Fund Store, TPB Wealth Advisors, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with both discretionary and non-discretionary management options.

Marc Avadikian is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing a comprehensive approach to wealth management that starts with listening to clients' needs and understanding their individual goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Marc’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and draws on his professional experience to deliver service aimed at helping clients achieve their personal and financial objectives. He grew up in Florida and continues to reside there. Marc earned a Bachelor’s degree from the University of South Florida, an Associate’s degree from Pasco Hernando Community College, and a high school diploma from Zephyrhills High School. Outside of his professional life, he enjoys adventure sports, basketball, fishing, football, running, skiing, soccer, table tennis, traveling, and spending time with his family.

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 prior work includes roles at Edward Jones and various Raymond James entities spanning from 2016 to the present. Outside of finance, he hosts a small interview podcast called Know It Some. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

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.

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.

John Larkin is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of experience in the industry and has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Steven Morrison is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior firms include Morgan Stanley and Transamerica. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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 holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, Edelman Financial Services, and Chase Investment Services. He is based in St. Petersburg, FL. 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, non-discretionary investment consulting, and institutional fiduciary services.