Erin Rodberg is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has one year of industry experience. Prior to joining Raymond James, Rodberg held roles at Polen Capital Management, Foreside Funds Distributors LLC, and Bank of Montreal. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a focus on tailored, non-discretionary advice supported by various portfolio management styles and affiliated research.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. 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 investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Robert Zolper is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining RBC Capital Markets in 2026, he worked at Raymond James & Associates and JP Morgan Securities, among other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Curtis Chambers is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with LPL Financial since 2009. Outside of his advisory work, he has co-authored a book on U.S. tax policy with his father. 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, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Trent Gain is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Destiny Kunzig Lozano is a financial advisor at Ameriprise in Clearwater, FL, with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to her advisory role, she was employed by the University of South Florida and Publix Supermarkets. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, serving clients primarily through Ameriprise-managed accounts.

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Flatley is a financial advisor with J.P. Morgan Securities in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, along with prior experience at Valley Forge Financial Group. He has also held various positions outside the financial sector, including work in the food service industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Erin Eckhouse is a Series 66-credentialed advisor with Raymond James & Associates, bringing 16 years of industry experience. She has been with Raymond James Financial International Limited since 2017 and Raymond James & Associates since 2016. Outside of her advisory role, she is involved in food production and distribution through Spring Bayou Foods and volunteers with the Junior League of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Charles Maxwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He has also been involved with the Montgomery County Department of Recreation since 1975. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning and a variety of advisory and brokerage programs, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Michael Steuer is a Series 65-credentialed advisor with Cetera Wealth Services, LLC, bringing 12 years of industry experience. He has a substantial background in accounting and tax services through his ownership of multiple CPA firms since 2003. Outside of his advisory role, Steuer serves as president and treasurer for several local condominium and homeowner associations, and he is also president of a technology and marketing services corporation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, institutional, and retirement plan clients. The firm offers diverse investment solutions, including discretionary and non-discretionary portfolio management, access to third-party money managers, and customizable program structures.

Adam Halbleib is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked previously at firms including Raymond James Financial Services and Fulton Financial Advisors. Outside of his advisory role, he and his wife operate a Cruise One, Inc. travel franchise, organizing travel events. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Lewis Picard is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 26 years of industry experience, including prior roles at Wells Fargo Advisors and Uber. Picard also works as a client associate with Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and supports various advisory programs and institutional consulting services.

Jeremy Dvorak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds CFP® and ChFC® designations and has 22 years of industry experience. His prior work includes roles at M&T Securities, Inc. and Metropolitan Life Insurance Company. Additionally, he is the owner of Jeremy S Dvorak LLC and works as an independent contractor for Potomac Financial Group. 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, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and affiliated firms.

Miranda Mottice is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has previously worked at Ohio State University and in student recreational sports. Outside of her advisory role, she is involved with TRLT Ventures LLC. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized retirement-income consulting team.

Daniel Jones is a CFP® and Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, he held roles at the University of Georgia, University of North Georgia, and several community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Kevin Griffith is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and Cigna, with periods dedicated to travel between positions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning alongside a broad set of investment and financial services.

Tiffany Githens is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Fidelity Investments. Tiffany 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, institutions, and municipal entities—and offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Elena Richardson is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes multiple roles at Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Jade Yang is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to develop customized financial plans tailored to their unique needs, maintaining open communication and focusing on both short and long-term financial goals. Prior to her current role, Jade gained experience as a Financial Solution Advisor at Merrill Lynch from 2019 to 2020 and as a Financial Advisor at Integral Financial from 2016 to 2019. These positions have contributed to her expertise in financial planning and client relationship management.