Evan Eastman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving business owners, executives, and high net worth families. With over 15 years of industry experience, he focuses on providing comprehensive financial guidance, including portfolio management, wealth transfer and allocation, retirement and estate planning services, personal banking access through Bank of America, and concentrated stock risk management. Evan's approach integrates customized strategies to meet the unique needs of his clients while helping them pursue their financial goals. Before joining Merrill Lynch, Evan spent over four years traveling across the country, conducting financial strategy seminars and retirement planning sessions for corporate executives and their employees. He holds several 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). His educational background includes a Bachelor's degree from the University of South Florida and an Accredited Certificate Program from Yale School of Management. Evan is actively involved in various professional organizations and community groups such as the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. Outside of his professional life, he enjoys boating, cooking, dancing, music, reading, singing, 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 the Series 66 designation and has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dayna Olmsted is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting services.

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 12 years of industry experience. He has been with Raymond James Financial Services since 2014, including eight years at Raymond James Financial Services Advisors Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with services spanning wealth advisory, institutional consulting, and public finance.

Brandon Cordiano is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, offering non-discretionary planning and portfolio recommendations while supporting municipal and public finance clients.

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 in St. Petersburg, FL, with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

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 with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Bradshaw is a licensed real estate agent, primarily assisting family and friends with residential real estate transactions. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs.

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 a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Emory Healthcare and held various roles in public services and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Brett Harner is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Achieva Credit Union, LPL Financial, The Golden 1 Credit Union, and Cuso Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment and advisory services, including portfolio management and financial planning, utilizing a multi-manager platform with access to both affiliated and third-party managers.

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.

Stefano Aleppo is a financial advisor with J.P. Morgan Securities in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan in various capacities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Oppenheimer II is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at CFA Institute, Primerica Advisors, Guardian Life Insurance Company, and several other organizations across different sectors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates and model portfolios.