Adam Wides is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Leslie Thornton is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2016 and serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that utilizes firm-approved tools and strategies to support clients' financial goals.

Kevin Karpay is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual and in the office of Congresswoman Kathy Castor. Outside of his advisory role, he serves as an Investment Committee Member and Vice President of Philanthropy at Tampa Jewish Family Services. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers customized investment strategies and a range of portfolio and consulting services, including discretionary management and tax overlays.

Evan Eastman is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of industry experience. He serves business owners, executives, and high net worth families by providing wealth management strategies that include portfolio management, wealth transfer and allocation, retirement and estate planning, personal banking services through Bank of America, and concentrated stock risk management. Evan and his team focus on delivering customized strategies and personal attention to clients with significant wealth, leveraging their combined experience of over 55 years in the financial markets. Evan holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of South Florida and completed an Accredited Certificate Program at Yale School of Management. His approach involves staying informed about new strategies, tax laws, regulations, and market conditions to provide innovative and sophisticated financial solutions. In addition to his professional pursuits, Evan is involved in various organizations such as the Jaguar Clubs of North America, Kiwanis Club of Largo/Mid-Pinellas, Rotary Club of Clearwater, and Toastmasters International. He also volunteers with community organizations including the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. Outside of work, he enjoys boating, cooking, dancing, music, singing, reading, swimming, traveling, watching movies, and spending time with his family.

Forrest Barr is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he held roles at multiple firms including U S Employees Benefits Service Group, Retirement Planning Associates, and Bencor. He also serves as a servicing agent for a prior insurance policy outside of his advisory work. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Todd Davies is a CFP® with 18 years of industry experience, currently advising at Cetera since 2021. He previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in both private banking and Smith Barney divisions. Outside of his advisory role, he serves on the Board of Trustees for Seminole Heights UMC, assisting with church building maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse program options including model portfolios, third-party manager selections, and bespoke strategies, managing over $256 billion in assets.

Shari Lynne is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dayna Olmsted is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Raymond James & Associates since 2013. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Kazumi Santiago is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2014 and with Raymond James Financial Services Advisors Inc. since 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Cordiano is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes two years at Morgan Stanley and time outside the financial sector. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cheryl Ciccarello is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in estate-related investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various retail and institutional channels.

Tomas Gedminas is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 designations and has 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and a structured planning process.

Caroline Kearney is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2012. 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, non-discretionary investment consulting, and institutional fiduciary services.

Michael Flores is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Prior to that, he was involved with GRT LLC and New Place LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Jeffrey Kitchen is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved with Guntrack Aviation LLC, which owns an airplane and trains student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Nico Koop is a financial advisor with Cambridge Investment Research Advisors based in Clearwater, FL, holding Series 66 and Series 65 designations and having 14 years of industry experience. His prior roles include positions at Raymond James & Associates, WaveCapital Partners, LLC, and M&A Securities. Koop is also owner of two businesses, KOOP ENTERPRISES LLC and STAY STRONG UNITED LLC, the latter focused on sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies with various discretionary and non-discretionary portfolio management options.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Michael Lovero is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise since 2021 and prior experience at The University of Tampa and Gino's of Lindenhurst. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm’s approach incorporates research, modeling, and tax-efficiency analysis, delivering written recommendation reports through a centralized consulting team in partnership with clients’ advisors.