Reid Poltun is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at UBS Financial Services and Leonardo DRS. Outside of finance, he was involved with Indialantic Tutoring for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Jason Carrier is a financial advisor with Thrivent Investment Management in Tampa, FL. He holds a Series 66 designation and has 20 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, delivered separately from managed-account services.

Jacob Shumacker IV is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1999. Outside of his advisory role, he is a certified flight instructor at Atlas Aviation, Inc., a position he has held since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Cheryl Smith is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2022. Outside of her advisory work, she is a band member of the Iris Calling Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary and third-party research and technology.

Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.

Mary Elizabeth Hargrove is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she is an investor in private ventures including Gone Salty LLC and Sand Surf Company LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan De Mayo is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James since 2015 and serves concurrently in the United States Navy Reserve. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs across a large advisor network.

Diana Melvin is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Johnson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has worked at various Raymond James entities since 2017 and previously had roles at Busch Gardens and Lowry Park Zoo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides specialized municipal advisory services alongside its extensive affiliate network.

Veronica Bastow is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to that, she held roles at US Tech Solutions and Florida Destinations, and she also spent four years at the University of South Florida St. Petersburg. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Elizabeth Herbst is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She worked at UBS Financial Services for 29 years before joining Raymond James in 2018. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning and consulting services with a primarily non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Kerri Buchman is a financial advisor with Ameriprise in St. Petersburg, FL, holding a Series 66 designation and over 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. In addition to her advisory role, she operates Envision Abundance LLC, through which she provides financial advisory services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated consulting team to support its advisory approach.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. Raymond James & Associates is a large 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 institutional advisory services.

Heather Penrod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Sandy Morris Financial & Estate Planning Services. Outside of advising, she assists with tax filing and bank account reconciliation for Penrod's Allstar Drywall & More LLC, a business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services as well as specialized programs for small employers.

Joanna Bever is a Series 65–licensed financial advisor with 15 years of industry experience, currently serving at Raymond James Financial. She has been with various Raymond James entities since 2011. 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, and institutions. The firm uses tailored, non-discretionary planning and risk analysis tools to support client goals and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Carlos Munozlucas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Munozlucas serves as Chair of the Investment Committee and is a member of both the Board of Trustees and Finance Committees at Associated Catholic Charities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research resources.

Christopher Toscano is a CFP® certificant with 23 years of industry experience and has been with LPL Financial since 2009. He is based in Palm Harbor, FL, and holds the Series 66 designation. In addition to his advisory work, he provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolio options.

Brian Rumbles is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Cuso Financial Services, LP. He is also involved with Grow Financial Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and corporations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research, and provides both discretionary and non-discretionary management services.

John Wire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various branches of Raymond James since 2015 and is also associated with Wahl Wire Wealth Management. Outside of his advisory role, he owns a small support company, Wire Wealth Advisors LLC. 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, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Matthew Weber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Calton & Associates, C&D General Services, and Stephens Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.